As part of your engagement with clients, there are documents, forms or other files you may need to provide to other agencies on their behalf. When sending files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a contact…
Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a repeat of the situation. Incidents can be recorded in the database to link them to affected clients and track the resolution of the situation. Instructions Step 1. Log into your…
Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a repeat of the situation. Incidents can be recorded in the database to link them to affected clients and track the resolution of the situation. Instructions Step 1. Log into your…
Incident Management is a process designed to identify and analyse incidents that have occurred and determine how to prevent a repeat of the situation. Incidents can be recorded in the database to link them to affected clients and track the resolution of the situation. Incident followup records allow the tracking…
As part of your engagement with clients, there are documents, forms or other files you may need to request from other agencies on their behalf. When receiving files electronically, security is an important concern. The secure file transfer functionality allows you to send or request a file from a contact…
Most lists in the database, whether they are a list of clients, or a sub-panel of sessions for a case, have the ability to be sorted. Client List Case Sub-panel Session Sub-panel To sort by a particular column, just click on the name of that column. The list will be…
There are a number of ways to find help, support or assistance with the database. The first option is to search in this Knowledge base. For instructions on using the Knowledge base, refer to this article. The next stop is to talk to your internal Systems Manager. They may be…
If you have provide a service that charges fees direct to clients or their advocates (e.g. CHSP, NDIS), you you may wish to upload service information into your finance system. Currently, export files are available for XERO, MYOB and SAGE. If you are using a different financial system, or if…
DEX Portal File Processing returns the following error: Error Outlet Activity ID XXXXX does not exist or you do not have access to it Cause The Outlet Activity ID sent in the XML file is incorrect, or no longer valid in your DEX Portal. This may be caused if your…
When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need to find a particular Session, using the Session ID. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select your Case Session…