Once an NDIS support plan has been created, the service bookings of that support plan must be added. You are required to record a support plan service booking and budget for each service provided under the NDIS. Instructions Step 1. Log into your CRM database (refer to Logging On for…
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in reporting this data to the NDIA portal. The first step in recording NDIS activities is creating a Support Plan. A support plan mirrors the plan provided to the client by…
The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in reporting this data to the NDIA portal. To ensure this data reports correctly for NDIS funded clients, the Client record must include NDIS information. Instructions Step 1. Log into…
Once the NDIS Service Bookings have been created for a Client’s Support Plan, Support Items must be linked to allow activities to be claimed. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the required NDIS Client. If the client…
Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to record the tenancy issues presented by the client, multiple tenancy counselling sessions and outgoing referrals. It can also store relevant client documents. The Tenancy Casefile intake form records key information…
Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to record the tenancy issues presented by the client, multiple tenancy counselling sessions and outgoing referrals. It can also store relevant client documents. The CRM database Tenancy Management functionality is tailored…
At some point, a client may choose to end a Tenancy case or cease their relationship with your agency. In this situation, a client exit is performed. Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. In order to close a case, the fields in…
The Tenancy Case Note Report provides a summary of the client details and chronological listing of their Sessions and Case Notes. 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…
The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation. A Client may benefit from a number of different services, all of which should be recorded against the Client. It is important to ensure Client records are not…
The Client record contains all information for a particular client. This includes personal information and a history of interactions with the organisation. A Client may benefit from a number of different services, all of which should be recorded against the Client. It is important to ensure Client records are not…