The Emergency Relief Assistance provided record contains detailed information relating to the assistance provided to a particular client. Each assistance record is linked to an Emergency Relief record for a client. Both paid and voluntary staff are able to track all emergency relief provided to clients. Staff are able to record…
The Emergency Relief record contains information relating to an Emergency Relief interaction with a particular client. This record contains general information relating to the session the client attends and the client’s current circumstances. Details of the assistance provided are captured in the assistance records. Both paid and voluntary staff are…
Emergency Relief functionality tracks all Emergency Relief assistance provided to clients. This module has the capability to record a wide range of emergency assistance types, can manage a wide range of additional data, and record the frequency of individual client services. The CRM database Emergency Relief functionality is tailored to…
Support Items determine the pricing of services provided to clients and must be linked to allow activities to be claimed. The NDIA provides a list and pricing for NDIS Support Items. Your database will be configured with only the items your agency provides. If your agency offers non-NDIS services, or begins…
Depending on your permissions, and system configuration, many lists in your database will include an Export option. There may be occasions when you wish to export search results to a spreadsheet for analysis or other actions. If you have clicked the export button and the created file is empty, check…
There are a number of reasons that you may not be able to view particular tabs/modules. Option 1 You have permission to view the tab, but it has been hidden Click on the My Account link at the top of the page Click the Edit button Scroll to the Layout Options…
Certain actions in the database will trigger an email notification. These include assigning enquiries. If you have assigned an enquiry to a colleague and they did not receive an email notification have them check their Junk Mail/Spam folder. If the notification is not there, contact CDS Support – they can check…
The History sub-panel allows you add general notes and documents related to your client’s case history. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required Client. If the client you need does not exist in your database,…
When initialising or updating the DEX Reporting functionality in your database, you may need to provide your DEX Outlet and Activity file. This ensures that you record data against the correct outlet and funding source and enables you to report the correct information for uploading to the DEX Portal. The…
The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required Client. If the client you need…