Client Management
Reviews access to & information about Client records, including searches and reports
- What is a Client record and who can access it?
- Local Government Area (LGA)
- Managing Client Goals and Goal Strategies
- Client Incidents & Client Incident Report
- How to create a Client Journal (case note)
- What is a Client Journal?
- Client Warnings, Medical Conditions and Behaviours
- How to update the Client Billing Contact for Clients who need to be Invoiced
- Client Service Participation
- Client Search
- Uploading Documents
- Incomplete Client Records and Search Report
- Managing Privacy
- Sending Bulk Communications - Clients and Clients' Personal Contacts
- Deactivating a Client Record
- Client Service Participation Report
- Client Journal Permissions
- Client Consent
- Personal Contact Search Report
- Client Warning Report