When the scheduling process is in place, bookings are created for future sessions with clients. Once the related shifts are completed and updated by the support worker – this may be through Deputy, Support Worker Portal or another process – the associated booking must be finalised. Note – your database…
Recurring bookings can be created using the Scheduling module. Recurring bookings are bookings that occur at the same time, on the same day each week, or fortnight. The following instructions follow the recording of a planned session and the creation of a booking record. Note – bookings can be created…
The Location module is an enhanced means of recording the address of a Client or Contact using Google Maps as a basis of locations. The Location module is an optional extra that can be added to the client module and if your organisation requires this functionality please contact us to…
DEX Portal File Processing returns the following error: Error Referral Source Code is not valid Cause Incorrect data in the case record. This may be caused if the funding source of a case is changed, or available referral sources have been changed since the case was created. Action Locate the…
Support Items determine the pricing of services provided to clients and must be linked to allow activities to be claimed. The NDIA provides a list and pricing for NDIS Support Items. Periodically, the NDIA will update the prices of these items. You may choose to update the prices on your…
DEX Portal File Processing returns the following error: Error The element ‘Client’ has invalid child element ‘LanguageSpokenAtHomeCode’. List of possible elements expected: ‘CountryOfBirthCode’. Cause Incorrect data in the client record Action Locate the Client record in your database. Edit the record. Select the appropriate entry from the Country of Birth…
DEX Portal File Processing returns the following error: Error Invalid disability selection. Disability Not stated/Inadequately described can not be used with any other type Cause Incorrect data in the client record. Disability Category = Not stated/inadequately described and Disability = selected. Action Open the Client record in your database. Change…
DEX Portal File Processing returns the following error: Error Money management workshop delivered field cannot be sent with the Information/advice/referral Service Type Cause A Financial Services session has been created with a Money Business Community Education Workshop option selected. If a Money Business Community Education Workshop option is selected, then…
DEX Portal File Processing returns the following error: Error Money management workshop delivered is a required field. Please provide an answer. Cause A Financial Services session has been created with the Primary Service Type = Education and Skills training In many cases, if this service type is selected, the DEX…
DEX Portal File Processing returns the following error: Error Fees charged is mandatory for this activity. Cause A session has been created under a funding source which requires fees charged to be recorded (e.g. CHSP/HACC) Any session using this funding source must have fees charged recorded. Tip: If fees were…