Emergency Relief Client Summary

The Emergency Relief Client Summary report provides a snapshot of the emergency relief history for any given client. This information is useful in determining if a client is eligible for additional emergency relief.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Find the record for the required Client.

Step 3. Select Emergency Relief – Client Summary from the Shortcuts menu.

Emergency Relief Client Summary link

The Report is displayed.

Once the report has completed processing, click the ‘Click Here to Download’¬† link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

The Emergency Relief – Client Summary report is displayed:

Emergency Relief Client Summary Report

The Report lists the following information:

Client Information:

  • Client Address
  • Client Phone
  • Client Email
  • Client DOB
  • Client Gender
  • Partner details

Emergency Relief History:

  • Emergency Relief date
  • Service Type
  • Location
  • User
  • Assistance provided notes
  • Total assistance amount

Further Information

For further information, refer to the following articles:

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