This page guides you through the process of creating client records as part of the new business process.
These are the topics in this page
Introduction
The Quote module within the Brevity system allows the organisation to convert the new business to a client, record once the NDIS participant has accepted the quotation and signed the NDIS Service Agreement.
Additional information
For additional information in relation to the conversion of quotes refer to the topic Quotation. For information related with creating a client, funding record or service template observe the following topics /wiki/spaces/BUG2/pages/964034992, /wiki/spaces/BUG2/pages/964035019 and /wiki/spaces/BUG2/pages/966066302.
Client Conversion
To convert a lead to a new client observe the following steps:
Select the Quote menu to open the Lead List screen into the browser.
Search for the Quote record from within the Lead list.
Highlight the Quote record to be edited.
Either click on the edit button or double click on the Quote record to open it within the Quote form.
Update the Approval Stage field, by selecting the Service Agreement Signed value.
Select the Save Button to update the quotation and enable the client conversion button
Select the Convert to Client button from the ribbon bar. open the Convert Lead Screen.
On the Convert Lead Screen, select if you would like to migrate over notes, documentation and ,communications to the new client record.
On the Convert Lead Screen select the CONVERT button, this will present a pop up screen that will ask you to confirm the conversion of the lead record. Select OK Button.
If the conversion has been successful a pop up screen will be displayed. Select the OK button to clear this screen and to be presented with the clients record.
Within the Client update any remaining fields the record profile that are denoted with the *.
The field that are considered mandatory will depend upon any customisations or configuration of your brevity system but at a minimum, you will need to specify condition, language, address (if not already specified), entry date, gender and title.Specify any optional information if known, including the assignment of care workers either to be used or excluded from service delivery and any related contacts, refer to Client Contacts for additional information.
Update and publish the clients funding record , refer to /wiki/spaces/BUG2/pages/964035019 for additional information.
Update the service schedule template and generate the required services, refer to /wiki/spaces/BUG2/pages/966066302 for additional information.
Once done select the save button to update the Client record.