The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your DEX funded programs. The Client Attendance Dashboard component is focussed on Client attendance numbers for sessions within the selected reporting period. Instructions Step 1. Log into your CRM database (refer to…
The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your DEX funded programs. The Session Dashboard component is focussed on Client attendance numbers for sessions within the selected reporting period. Instructions Step 1. Log into your CRM database (refer to Logging…
The Data Exchange Reporting Dashboard has been created to allow you to easily see the status and details of your DEX funded programs. The Casework Dashboard component is focussed on Client attendance numbers for sessions within the selected reporting period. Instructions Step 1. Log into your CRM database (refer to Logging…
The Data Exchange Portal requires all funded agencies to register the Outlets at which they will be delivering the DEX funded services and the activities they plan to undertake in delivering those services. This is the case even for agencies who record the information by keying it directly into the…
Community CI Integration allows you to create client assessments from within session records in your database. Client information is automatically linked to the assessment and assessments can be viewed from within the client record. To enable Community CI Integration, your assessment templates must be created in Community CI and linked…
Community CI is an outcomes management software solution used to create outcome surveys, collect data from practitioners and clients and provide outcomes analysis. Community CI is offered as an outcomes data collection tool integrated with Community Data Solutions CRM. Once your Assessment templates, Outcomes, Measures and other configuration items are…
If you have a large number of regular activities, you may be using scheduling tools such as Rostering, Deputy and/or the Support Worker Portal. With NDIS Activities, once the shift is complete and the Activity is marked as delivered, an additional step is required. For individual support plan activities, the…
Depending on how you cancel an NDIS Activity, you may need to update the associated claim manually. This will generally only be necessary if the activities have been cancelled through the bookings module. Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Open…
Scheduling functionality allows you to plan future activities/services and assign them to staff members as required. There may be times that, due to client departures or requirements changes, multiple activities need to be cancelled. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step…
Scheduling is the process to record planned sessions (activities/services) for a client with associated bookings and shifts. Scheduling allows services/activities to be planned in advance and allocated to support workers as required. How do I use scheduling? Scheduling can be used to assign One-off Shifts to a support worker and…