When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need to find a particular Case, using the Case ID. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select your Case module…
When reporting to the DEX portal, errors may be reported. In some cases, to resolve the error, you will need to find a particular Client, using the Client ID. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Clients from the…
DEX Portal File Processing returns the following error: Error Cause The Client’s SLK is invalid This may be caused if the client record was imported incorrectly, or changed since the last reporting period. Action Locate the Client record in your database. Edit the record. Click the Save button. Note -…
Your Database Your CRM database has been built to assist you in providing service to your customers. It will allow to record, view and update customer information. Your database will be customised to the services that you provide to your clients. These may include Case Management, Emergency Relief, Financial Counselling,…
The Client Support Network subpanel allows you to record people or agencies who provide support to a client. You may wish to record these supports for contact or informational reasons. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Search for the…
Your CDS Database synchronises with your Deputy application automatically for a number of items. Synchronisation between your CDS Database is set to happen automatically and regularly. New records and or/changes will appear in the other system after a short period of time. The synchronisation tasks are set to run regularly…
When working with NDIS Clients, most meetings/interaction are recorded as NDIS activities – allowing for the creation of linked NDIA Claims or invoices. When recording an activity for a group, you are able to select which group members attended and claims are created automatically. There is information that may need…
When working with an NDIS Client, most meetings/interaction are recorded as NDIS activities – allowing for the creation of linked NDIA Claims or invoices. There is information that may need to be recorded separately to activities, whether it be non-chargeable meetings or general information. This information can be recorded against…
The NDIS Case Notes report provides details of Case notes recorded against the selected NDIS Support Plan. This report does not include Notes recorded directly against NDIS Activities. For Activity Notes – please refer to NDIS Reports – NDIS Activity Notes Instructions Step 1. Log into your CRM database (refer…
If a Planned Support Activity has been delivered and finalised through the scheduling process, the status may automatically be set to delivered. If the actual start and/or end time of the activity is different to the planned times, you may need to update the original activity record. Updating the times…