• Withdrawn Field

    The Withdrawn field on the Regular Attendee record allows you to exclude Regular Attendees from the Nominated Attendees multiselect on the Session. It does not affect your past sessions. Some scenarios of when you might use the Withdrawn field include: 1. The Client is no longer attending the Group or…

  • Community Obligations Overview

    The CRM database Community Obligations functionality can be tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included: Client/Volunteer – the client or volunteer that the case relates to Case – the individual case information (a client may have more than one case) Approved Activities –…

  • Create a Community Obligations Case

    The Community Obligations functionality allows for the recording of various programs for adults, young people and volunteers by linking their client/volunteer record, obligation details and related activities within a single case. The CRM database Community Obligations functionality is tailored to each organisation.  Your Community Obligations pages may have a slightly…

  • Create a Community Obligations Approved Activity

    Community Obligations provides a way of managing and recording approved activities for adults, young people and volunteers by linking their client or volunteer records, individual details and activity records within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for…

  • Create a Community Obligations Completed Activity

    Community Obligations provides a way of managing and recording approved activities for adults, young people and volunteers by linking their client or volunteer records, individual details and activity records within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for…

  • Create a Family Preservation Session

    Family Preservation functionality provides holistic case management for children and adults by linking their client or child records, individual details and session notes within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Family Preservation from the top menu Step…

  • Create a Family Preservation Regular Attendee

    Family Preservation functionality provides holistic case management for children and adults by linking their client or child records, individual details and session notes within a single case. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Family Preservation from the top menu Step…

  • Create a Family Preservation Case

    The Family Preservation functionality provides case management for children, adults and other household members by linking their client records, individual details and session notes within a single case. The CRM database Family Preservation functionality is tailored to each organisation.  Your Family Preservation pages may have a slightly different appearance. Instructions…

  • Family Preservation Overview

    The CRM database Family Preservation functionality is tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included: Client – the client the case relates to Case – the individual case information (a client may have more than one case) Regular Attendee – Clients or Children added…

  • OOHC – Placement Payment Report

    The Out of Home Care – Placement Payment Report creates a report containing details of placements for the purposes of payment to the Carer Household. OOHC – Placement Payment Report The Out of Home Care – Placement Payment Report creates a .csv file containing details of placements combined with your approved Carer Pay Rates…