The fields and objects that comprise the Lead page are detailed below:

1. Existing Client: This field identifies whether the Quotation will be for an existing participant. To associate quote with an existing client select Yes, which will (1) disable the name and address fields under the Lead Details and Address panels and (2) make visible the client field.

2. First Name: This field is used to either input the given name of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

3. Last Name: This field is used to either input the surname of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

4. Date of birth: This field is used to list the date of birth of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised. The date can be specified as free text or by using the calendar picker.

5. Email Address: This field is used to either input the email address of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

6. Phone: This field is used to either input the primary contact phone number of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

7. Representative Name: This field is used to input the name of a representative or guardian.

8. Branch: This is a drop down field that lists the branch records maintained within Brevity that can be assigned to the lead record.

9. Address: This field is used to either input the street address of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

10. Suburb: This field is used to either input the suburb of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

11. State: This field is used to either input the state of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

12. Postcode: This field is used to either input the postcode of the participant or to reflect what is retained against an existing participant record held within brevity. This field is disabled when an existing client record is utilised.

13. Funding Source: This is a drop down field that lists the funding sources maintained within Brevity that can be assigned to the lead record.

14. NDIS Number: This field is used to either input the participants ndis number or to reflect what is retained against an existing participant record held within brevity.

15. Pricelist: This is a drop down field that lists the price lists maintained within Brevity that can be assigned to the lead record.

16. Total Hours: This a read only field that will list the number of service hours calculated within the agreement period set through the service record.

17. Total Amount: This a read only field that will list the budget calculated on the services being delivered within the agreement period set through the service record.

18. Approval Stage: This is a drop down field that lists the processing stage of the lead based upon the status assigned to the lead. The status types include Quote Acceptance, Service Agreement Acceptance, Service Agreement Signed, Quote Rejected and Service Agreement Rejected.

19. Follow up Date: This field is used to specify a follow up date once the service agreement has been generated. The date can be specified as free text or by using the calendar picker.

20. Create Copy: This button is used create a copy of a selected lead record

    

21. Proposal: This button provides you with access to the service agreement and care plan plan page.

22. Convert to Client: This button will become visible if the status has been set to Service Agreement Signed. To convert a lead will need to ensure that a service record exists, otherwise the process will not be initiated.

23. Save: This button saves a new record to the database as well as save any updates that have been made to an existing record.

24. Close: This button shuts down the current page and returns you to the Lead List Page.

25. Services: This panel lists the services that have been prepared under the quote. Information contained within the datagrid includes the service name the period of the service (from date and to date) and the budget associated with that service.

26. Client: This is a drop down field that lists the active participants held within the client table that can be assigned to the lead record. Address and contact information will be brought through from the client table for the selected participant. This field is hidden by default, to make visible set the existing client field to ‘yes’.

The following is an outline of the fields and objects that comprise the Quote Services page:

1. Lead: This field lists the name of the participant from the lead record that the service record will be prepared for.

2. From Date: This field is used to specify the commence date of the service agreement. The date can be specified as free text or by using the calendar picker.

3. To Date: This field is used to specify the cessation date of the service agreement. The date can be specified as free text or by using the calendar picker.

4. Service Type: This is a drop down field that lists the service lines maintained within Brevity. Service types listed are based upon the the price list that was set on the lead record. Select the applicable service that will be delivered to the participant.

5. Budget: This field is used to specify the budget available to the participant for the service type as determined by the NDIS.

6. Description: This field is used to specify a narration of the tasks/activities associated with the service being delivered, this is information additional to the service type.

7. Allow Public Holidays: This field is used to acknowledge whether the service will be delivered on a public holiday. The default for this field is ‘no’, setting this ‘yes’ will apply the appropriate public holiday rates into the calculation of the budget.

8. Total Hours: This field calculates the number of hours set for the service being delivered based upon the recurring allocated hours listed under the Applicable Days panel within the Agreement start and end dates.

9. Lock Hours: This field by default is set to ‘no’. Setting this field to ‘yes’ will set the fields within the Applicable Days panel to read only.

   

10. Recurring Type: This is a drop down field that lists the frequency that the service will be delivered during the agreement period. The recurrence can be set as weekly (default), fortnightly, every 3 weeks, every 4 weeks, monthly and As Needed.

11. Select Days: These fields, lists the days on which the service will be delivered during the agreement period.

12. Preferred Time: This is a drop down field that lists the time band when the service will be delivered during the agreement period. The Time bands are based upon theoretical shift periods and include morning, afternoon, evening and night shift. Specifying the preferred time value will update the start time field.

13. Start Time: This field is used to specify the preferred start time of the service will be delivered during the agreement period. By default notional times are set based upon the value selected within the Preferred Time field. Morning = 0800, afternoon = 1200, evening = 1600 and Night = 2000. The value listed to this field can be overwritten.

14. Hours: This field is used to specify the duration of the service being delivered on the nominated days during the agreement period

15. Rate: This is a read only field that lists the rate associated with the service being delivered as per the nominated price list selected from the lead record.

16. Show Prices in print: This field is used to determine whether the service costs are displayed in the schedule of service generated when the Print button is selected.

    

17. Print: This button generates the schedule of service

18. Service Schedule: The service schedule lists the budget and weeks covered by the service. Reflected as a calendar it lists the services being delivered per by month. Each cell within the calendar lists the day and date, the service being delivered, the number of hours and optionally the cost of that service,

19. Save: This button saves a new record to the database as well as save any updates that have been made to an existing record.

20. Close: This button shuts down the current page and returns you to the Lead Page.