Author Archives: Jenni Young

Withdrawn Field

The Withdrawn field on the Regular Attendee record allows you to exclude Regular Attendees from the Nominated Attendees multiselect on the Session.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 Some scenarios of when you might use the Withdrawn field include: 1.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… Read More

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 toCase – the individual case information (a client may have more than one case)Approved Activities – Activities that… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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… Read More

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 toCase – the individual case information (a client may have more than one case)Regular Attendee – Clients or Children added to… Read More

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… Read More