Client Record

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 delivering services and supports to in accordance with their NDIS participant plans.

Open

A Client record within Brevity can be created in one of three ways. The first method involves converting a Quote (Lead) into a client record (refer to the topic Converting a Quote). After the conversion, you will need to enter the mandatory information and save the details.

The remaining two methods, as outlined in this topic, include:

• Importing client records from a CSV file, or

• Creating a new client record by selecting the New button on the Client List page within the browser.

Additional Information