The CRM database Case Management functionality is tailored to each organisation. Your Case Management pages may have a slightly different appearance. When a client enters a case management service, a new case is created. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step…
The CRM database Program Services functionality is tailored to each organisation. Although each installation may differ slightly, the following information will generally be included: The Case Management Process generally follows: Further Information For further information, refer to the following articles:
The CDS Database system allows multiple time zones. Each user of your system can select the date that works for them. If the dates in your system look incorrect, you may need to change your selected date format. Instructions Step 1. Log in with your current password Step 2. Click My…
When creating a planned service, you may select an attendee expecting them to attend, discovering later that they cancel. As long as the service has not been reported to the Data Exchange, you can remove the attendance record from the service. In most instances a service would be recorded with…
Once the related shifts are completed and updated by the support worker – this may be through Deputy, Support Worker Portal or another process – the associated booking must be finalised. There are several reasons that may cause a booking to not be automatically finalised. The Booking Finalisation error log…
The Client timeline report has been created to provide an overview of all services provided to a client during their engagement with an agency. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required Client. Step 3. View the…
Recurring bookings can be created using the Scheduling module. Recurring bookings are bookings that occur at the same time, on the same day each week, or fortnight. If the time of one or more planned activity/ies or service/s needs to change, you can edit the booking recurrence. Instructions Step 1….
DEX Portal File Processing returns the following error: Error The element ‘Session’ has invalid child element ‘TravelTime’. Cause Incorrect format in the XML file This may be caused if there is an error in the information stored on a session. Action Forward the error file to support@communityds.com.au Next Steps Generate…
DEX Portal File Processing returns the following error: Error The element ‘Assessments’ has invalid child element ‘Assessment’ Cause Incorrect format in the XML file This may be caused if there is an error in the setup of an assessment. Action Forward the error file to support@communityds.com.au Next Steps Generate a…
DEX Portal File Processing returns the following error: Error Cause Incorrect data in the case record. This may be caused the number of unidentified clients on a Community Education case has been changed, but the number on the underlying sessions has not. Action Locate the Community Education record in your…