Once the data for DEX Clients and activities has been recorded, the DEX Activity Report can be created. DEX requires all data to be uploaded within a set timeframe at the end of each reporting period, but data can be uploaded at any time within the period, once prepared. Instructions…
CHSP Services are recorded against CHSP Cases. Clients may make a contribution towards the cost of these services. The CHSP module allows managing of services to assist frail older people aged 65 years and over (50 years and over for Aboriginal and Torres Strait Islander people) and who have functional…
Enquiries may be raised for people who aren’t clients, people who go on to become clients, or people who are already clients of an organisation. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Create a new enquiry, or Select Enquiry from…
Enquiries may be raised for people who aren’t clients, people who go on to become clients, or people who are already clients of an organisation. If an enquiry has been recorded for a client in the database, it can be linked to that client record. Instructions Step 1. Log into…
The Family Support 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 Family Support Statistics Step 3. Populate the Report input parameter fields (Site, Start Date, End Date) Step 4. Click Run Report Once…
If you enable Multi-Factor Authentication, the login process will be slightly different. You will still need to enter your username and password as normal, but you will also need to enter a code provided by an authentication app. Instructions Step 1. In your supported browser, enter your database URL. Step…
Multi-Factor Authentication can be enabled on individual user accounts to provide an increased level of security. A user can disable Multi-Factor Authentication as required, or, if they are unable to login e.g. the device with the authentication app is lost or damaged, a manager can disable it for them. Instructions…
Multi-factor Authentication also know as 2-factor authentication, is an authentication method in which a system user is granted access only after successfully presenting two or more pieces of evidence (factors). These generally include something only the user knows (password) and something only the user has (a code generated by a…
Over time, an NDIS participant’s Plan may change. This may be due to an NDIS review, a financial arrangement change, or a new plan. If you are providing ongoing activities for a client, you may need to transfer them from one Plan to another. The NDIS Activity transfer tool allows…
CHSP Services are recorded against CHSP Cases. Clients may make a contribution towards the cost of these services. Note – this article refers to the 2020 version of the CHSP module using invoices. Instructions To record a Client Contribution and create an invoice item, there are a number of items…