Author Archives: Aditya Pethe

CHSP Overview

The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional limitations (including cognitive), to remain living independently at home and in their community. The module provides functions for… Read More

CHSP Client Contribution (Payments)

CHSP Services are recorded against CHSP Cases.  Clients may make a contribution towards the cost of these services. The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional… Read More

Create a Group CHSP Case

The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional limitations (including cognitive), to remain living independently at home and in their community. Group Cases allow you to… Read More

Create a CHSP Service

CHSP services are raised against a CHSP Case until the case is closed. The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional limitations (including cognitive),… Read More

Create a CHSP Client/Carer

The Client record contains all information for a particular client.  This includes personal information and a history of interactions with the organisation. A Client may benefit from a number of different services, all of which should be recorded against the Client. It is important to ensure Client records are not… Read More

Create a CHSP Case

The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional limitations (including cognitive), to remain living independently at home and in their community. The CRM database  CHSP functionality… Read More

Export a distribution list

From time to time, organisations will need to export an existing distribution list to mail merge or import into an email campaign management software The Distribution list module allows users to create and maintain lists of clients, workers, clients and contacts. These lists are typically then used for the purposes… Read More

Add subscribers to a distribution list

The Distribution list module allows users to create and maintain lists of clients, workers, clients and contacts. These lists are typically then used for the purposes of sending communications to the members on the list. Instructions Step 1. Select the distribution list tab.   Step 2. Search for… Read More

Create a Distribution list

The Distribution list module allows users to create and maintain lists of clients, workers, clients and contacts. These lists are typically then used for the purposes of sending communications to the members on the list. Instructions Step 1. Log into your CRM database (refer to Logging On for further… Read More

Community Education Statistics Report

The Community Education Statistics Report provides you with a breakdown by session type, and a detailed session list outlining dates, number of attendees and duration. Instructions Step 1.  To create the Community Education Statistics Report, click the Report button on the Dashboard. Step 2. From the Report drop-down menu, select Community Education – Statistics. The following screen should… Read More