Client Details tab overview
The Client Details tab is where Client records are made Active and important information related to the Client is recorded, including personal details, Client Service Participation, and Consent is captured.
This article provides an overview of the different sections of this tab in the Client record and includes a section regarding related learning content for reference.
Audience: All
Client Details tab overview
The Client Details tab is divided up into the following sections:
- Client Details - A comprehensive profile where information such as contact details, preferred contact method, NDIS number, and other additional information can be recorded
- Client Service Participation - The Sites and Services that the individual participates in are recorded here including their Start and End Date, the Status of their participation and who their Key Support Worker is. This is an essential component that determines which Staff Members can access the Client record
- Consent - The level of Consent a Client has granted your organisation can be recorded, along with any relevant Consent Exclusions in the Consent section of this tab
- Administration Details - This is used to capture details such as the Client's Local Government Area (LGA), Local Area Coordinator (LAC), NDIS Planner, and contact details for their Local NDIS Office where relevant
- Privacy Settings - When any of the fields in the 'Privacy Settings' section are selected, the information populates in the Warnings bar at the top of the Client record. The Privacy Settings section is scheduled for removal, see below for more information.
- External Services - If a Client participates in external Services, your organisation may choose to record basic details of the Client's participation with these providers here
NDIS Number
Entering the NDIS Number is optional at this stage. This is the NDIS number stated on a Client's NDIS Plan. A valid NDIS Number has no more or no less than 9 digits and no spaces between the numbers.
Entering the NDIS Number is required once an 'NDIS Direct Funding record' has been created for the Client, in order to deem the Client record 'complete'. These steps are usually completed later in the Finance & NDIS phase of implementation. The NDIS Number populates in Invoices and the NDIS Bulk Payment Request file.
Email Address
When an Email Address has been entered, selecting the 'Send Email' button will allow you to trigger an email to the Client from SupportAbility.
Selecting this button opens your usual email program e.g. Outlook, and auto-populates the email address in the To: field, from where the email content can be written and the email sent.
The email address is also useful when sending bulk communications to Clients.
Privacy Settings
This section does not require configuration or completion and is scheduled for removal. Please see the SupportAbility Roadmap article linked below for reference for more information regarding when these Privacy Settings are expected for removal.
When any of the fields in the 'Privacy Settings' section are selected the information populates in the Warnings bar at the top of the Client record.
As the Privacy Settings section is scheduled for removal, if your organisation wishes to alert Staff to such information we recommend entering the information as a general 'Warning' on the 'Status' tab of the Client record, and assigning it a 'Risk Level' of amber. This information will then populate in the 'Warning' bar at the top of the Client record.
The following articles have been linked below for reference and videos can be found in the Learning Centre in SupportAbility:
- Foundations | Client Details article
- Client Service Participation article
- Client Consent article
- Incomplete Client Records and Search Report article
- Sending Bulk Communications - Clients and Clients' Personal Contacts article
- Clients: Client Details tab video in the Client Management::Client Record section of the Learning Centre