Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users or teams within the database. This can be useful when seeing clients that have extremely high sensitivity,…
When you create an NDIS Activity for an individual support plan, you need to select a support plan and support item to claim against. When you press select in the NDIS Service Booking field, the Support Plan you have selected is searched upon. Unfortunately, the search function cannot handle certain…
The View Change Log function allows you to view changes made to any records by all database users. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select the record you wish to inspect. e.g. Client Step 3. Click the View…
A number of modules allow you to attach files to a record. Dependent on your database configuration this may include History or Documents for a Client, NDIS Documents for a Support Plan, or Documents for a Community Education Program. Instructions Step 1. Log into your CRM database (refer to Logging…
Managers or users with specific access are able to export data from your CDS database as required. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Go to the list view of the required module e.g. Contacts Step 3. Perform…
A history of last viewed items is recorded for each user. These items may include: Client Records User Profiles Documents Support Plans Sessions The list is shown horizontally below the dashboard menu. The more recent items appear to the left of the screen. Clicking on the item will…
Prices for NDIS funded support items are provided by the NDIA and are GST exclusive. By default, all support items in your NDIS module are set as GST exclusive and marked as such on the created invoices. You may have Fee For Service support items that you wish to charge…
The Emergency Relief Clients Accessed report provides a list of clients who have equalled or exceeded a particular dollar value of emergency relief within a given time frame. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from the top menu…
The Emergency Relief – Statistics Report provides the statistics required to report to various funding agencies. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from the top menu The On-Demand Reporting page is displayed Step 3. Select the Emergency Relief…
The Emergency Relief Client Summary report provides a snapshot of the emergency relief history for any given client. This information is useful in determining if a client is eligible for additional emergency relief. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Find…