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Field Name | Field Type | Description |
|---|---|---|
NDIS Number | Text | The NDIS number from the client’s profile will be used when you generate an invoice for your client in Plan Management Section. |
Main Branch | Branch Record Lookup | This field is used when you want to assign the client to a specific branch. There should be 2 or more branches in your branch list if you wanted to select a branch for the client. |
End of Service Date | Date | This will be the last service date of the client. If you set the end of service date, you cannot create further service schedule beyond the end of service date for the client. |
Risk Notification / General Notes / Care Notes | Text | These are the text fields that you could set for the care notes and risk notification of the client. Everything that you will input from these fields will be shown from the service schedule and from the employee’s mobile app |
Condition | Dropdown | This is the condition of the client that will be also shown from the Brevity Portal Software |
Address | Text | If you are billing the client, this will be the address that will be used by Brevity from the Invoice |
Text | This is the field that Brevity will use to send email to the client |