Converting a Client from a Quote

This is a guide to creating client records from Quotes.

Topics in this page

Introduction

The Quote module enables the conversion of new business to a Client once the NDIS participant has accepted a quote and signed an NDIS Service Agreement.

Additional information

For more information on conversion of quotes see Quotation. Click the following links for information on creating a client, funding record or service template.

Client Conversion

To convert a lead to a client:

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 Client Funding record for additional information.
Update the service schedule template and generate the required services, refer to Service Schedule Template for additional information.
Once done select the save button to update the Client record.