The CRM database Family Support functionality is tailored to each organisation. Although each installation may differ slightly, the following information will generally be included: The Family Support Process generally follows:
There are a two reasons why a Group Activity might not show any claims against it. The Activity status is not delivered If the activity status is set to planned, no claims can be seen or sent to the NDIA. Solution: If the activity has taken place, edit the activity…
When a client leaves a Settlement service, their Settlement Services record must be amended to reflect the fact. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Find the record for the required Client. Step 3. Scroll to the Settlement…
Once a Carer Household has been through the assessment process and is approved, the Status is set to Active and the Carer Household is now available to have Placements created against it. Before a Placement can be made against the Carer Household it is necessary for a Child record with…
The Carer Household record holds all the relevant information from Enquiry through to Authorisation, and the ongoing activity associated with managing an Active Carer Household. If a Carer Household is rejected during assessment or no longer able to accept placements then the Status should be set to Exited. Instructions Step…
The Dependents sub-panel allows you to list individuals related to the client (e.g. children) as dependents. Some organisations have opted to name this module “Other Household Members”, to capture the details of all household members who do not fall under the definition of “dependent”. The dependents entered will not be connected to the client database, and…
The Settlement Services Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from the top menu Step 2. From the Report drop-down menu, select Settlement Services Statistics Step 3. Populate the Report input parameter fields (Site, Start Date, End Date) Step 4. Click Run Report Once…
Settlement Services session activities are raised against a Settlement Services Casefile until the case is closed. Settlement Services functionality tracks all Settlement services provided to and associated with, clients. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Find the record…
The CRM database Settlement Services functionality is tailored to each organisation. Your Settlement Services pages may have a slightly different appearance. When a client enters a Settlement service, a new case is created. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step…
Settlement Services module allows for managing services to refugee and new arrival individuals and families. The module provides functions for collecting arrival data, family members, sponsor information, visa status, demographic, language and cultural data, and exit/evaluation information. The CRM database Settlement Services functionality is tailored to each organisation. Although each…