The Case Management – Statistics Report allows you to monitor how many active clients you are currently managing. You may also access client information associated with other database users. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from your…
The CRM database Case Management functionality is tailored to each organisation. Your Case Management pages may have a slightly different appearance. When a client enters a case management service, a new case is created. When the client leaves the service, for whatever reason, the case must be closed. Instructions As…
The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case Notes. The Report can be run from the Shortcut menu if you are in the client’s case. Note: You will also see this report in ‘On Demand Reports’, which you…
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling, Case Management and Community Education, among others. As part of a session, a client may receive a referral to another agency. Instructions Step 1. Log into your CRM database (refer…
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling, Case Management and Community Education, among others. The Sessions sub-panel is available in a number of different locations, dependent on the configuration of your database. Instructions Step 1. Log into…
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling, Case Management and Community Education, among others. Different attendance information can be recorded for sessions, dependent on the type of session. i.e Community Education or Individual Client session Each service…
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling, Case Management and Community Education, among others. Different attendance information can be recorded for sessions, dependent on the type of session. i.e Community Education or Individual Client session Instructions Session…
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts or services. The Documents sub-panel is available in a number of different locations, dependent on the configuration of your database. Instructions Step 1. Log into your CRM database (refer to…
The CRM database Case Management functionality is tailored to each organisation. Your Case Management pages may have a slightly different appearance. When a client enters a case management service, a new case is created. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). …
The CRM database Case Management functionality is tailored to each organisation. Although each installation may differ slightly, the following information will generally be included: The Case Management Process generally follows: Further Information For further information, refer to the following articles: