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This page provides the user with an overview of on registration of new plan managed participants.

These are the topics on this page:

Table of Contents
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Introduction

The Client module is accessed by selecting the Clients>Clients menu. It is used to register and maintain information related with the participants that your organisation is providing plan management services to.

A Client record within the Brevity can be created in one of three ways. The first approach is converting the quote (lead) to a client, (refer to the topic on converting the the quote) after conversion you will need to specify mandatory information and save those details. The remaining two approach as outlined within this topic include importing the client records from a csv file or creating a new record by selecting the (plus) New button on the Client List page within the browser.

Navigating the Client Page

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titleClick to expand and review of summary of the fields applicable with a plan managed client

  1. Title: This is a drop down field that lists the professional and courtesy titles (Mr, Mrs, Miss, Ms) that can be identified to the client .

  2. Last Name: This field is used to input the clients surname.

  3. First Name: This field is used to input the clients given name.

  4. Preferred Name: This field is used to input the clients preferred name, example first name, legal alias or nickname

  5. Gender: This is a drop down field that lists the Gender (Male, female) that the client identifies with, and additional preferred gender types can be assigned if required.

  6. NDIS number: This field is used to input the clients NDIS number.

  7. PM Require Approval: This field identifies whether the PM requires approval when processing invoices.

  8. PM Notifications: This identifies whether the participant is to receive plan budget notifications.

  9. Statement Preference: This field identifies the participants preferred method for receipt of funding statements

  10. Condition : This is a drop down field that lists the clients condition that they are receiving support and services for .

  11. Condition Description: This field is used to input a detailed narrative of the clients condition.

  12. General Notes: This field is used to input a detailed narrative of general comments and miscellaneous information that are not related with the various domains of care.  It can include such things as likes, dislikes, hobbies, interests, preferences and how the in interaction with the client should be managed.

  13. Date of Birth: This field is used to list the clients date of birth. The date can be specified as free text or by using the calendar picker.

  14. Age: This is a view only field. The value reflected based upon the input within the Date of Birth field.

  15. Preferred Language: This is a drop down field that lists the preferred language spoken by the client.

  16. Program: This is drop down down field that lists the funding sources.

  17. Entry Date: This field is used to list the date the client came onto service with the organisation. The date can be specified as free text or by using the calendar picker

  18. Exit Date: This field is used to list the date the client terminated their service with the organisation. The date can be specified as free text or by using the calendar picker.

  19. Alert Notifications: This field is used to input a narrative of OHS and Risk and client well-being alerts.

  20. LGA: This is drop down down field that lists Local Government Area codes

  21. Address 1: This field is used to input the first line of the clients address.

  22. Address 2: This field is used to input the second line , if applicable of the clients address.

  23. Suburb: This field is used to input the suburb associated with the clients address.

  24. State: This field is used to input the state associated with the clients address.

  25. Post Code: This field is used to input the postcode associated with the clients address.

  26. Invoice Approval Email: This field is used to input the preferred email address for invoicing.

  27. Email: This field is used to input the clients email address

  28. Home Phone: This field is used to input the clients home phone number.

  29. Mobile Phone: This field is used to input the clients mobile number.

  30. Work Phone: This field is used to input the clients work phone number.

  31. Fax: This field is used to input a fax number.

Create a Client Record

To create a plan managed client record observe the following steps, please observe that:

  1. Select the Clients>clients sub menu to open the Client list page into the browser.

  2. Select the (plus) New button to open a blank New Client Record within the Browser.

  3. Within the Title field select from the drop down list an appropriate title that the participant will be identified by.

  4. Within the Last Name field, input the surname of the participant.

  5. Within the First Name field, input the given name of the participant.

  6. Within the Preferred Name field, input a name that the participant would like to be identified with.

  7. Within the Gender field, select from the drop down list the relevant gender, that the participants identifies themselves with. If a gender other than Male or Female is not listed speak with the Brevity System Administrator to have the clients gender added into the list of values.

  8. Within the NDIS number field, input the participants NDIS number.

  9. Set whether PM requires participant approval for invoice processing

  10. Set whether the participant would like to receive plan budget notifications.

  11. Within the Statement Preference field indicate whether the participant would like to receive funding statement by email or mail.

  12. Within the Condition field, select from the drop down list an appropriate condition.

    If the applicable condition is not listed speak with the Brevity System Administrator to have the clients condition added into the list of values.

  13. Within the Condition description field , assign any additional information applicable with the participants condition.

  14. Within the Care Notes field input a detailed narrative of information in relation to the provision and approach to be taken for the various domains of care for the clients condition.

  15. Within the Care Notes (Client Provided) field input a detailed narrative of information as provided by the client, related with for example care needs and preferences.

  16. Within the Preferred Language field, select from the drop down list the preferred language spoken by the participant.

  17. Within the Date of Birth field specify the date the client was born. The date can be specified as free text or by using the calendar picker.

  18. Within the Program field, select the funding source as NDIS.

  19. Within the Entry Date field specify the date the client that the client came onto service with the organisation. The date can be specified as free text or by using the calendar picker.

  20. Under the Address panel of the contact details there are a number of fields that will require input, they include the Address 1, suburb, state and postcode fields. Ensure that data is input into these fields.

  21. Under the Contact panel of the contact details there are a number of fields for registering phone and email contact details, they include the Email, Home Phone, Mobile Phone and Work Phone fields. This is data optional .

  22. Once done select the save button to create the Client record. 

  23. Click on the close button to exit from the page.