Client's Info

Client's Info contains all the personal information about the client, care workers that is working and not working with the client, client's funding, service templates, and client goals. You can also do several tasks in relation with the Client's record which can be found on the page toolbar.

On the upper left you will see the Client's Name. The format of client's name is Lastname, Firstname - ClientID. If you want to upload the client's picture, you could click on the gray icon to upload the client's picture.

From the left side of the page toolbar, you can see the save and close buttons.

Save Button: This Button let you save the changes within the client's record.
Close Button: Clicking on this button will close the client's record and redirecting you to the client's list

From the right side of the page toolbar, you can do different task for the client's record.

Form: This button will let you create the care plan of the client.
Client Profile: This button will let you see the client's profile.
Manage Login: This button lets you setup the Brevity App username and password of the client.
Deactivate: Deactivate button lets you deactivate the client's profile. Deactivating the client's profile means that the client is not active anymore. This will also remove any shifts that are not completed or cancelled, and will deactivate related Client Funding records.
Communications: This button lets you create a communication task like email, sms, phone call, task and meeting.
Notes: This button let you create a notes in relationship with the client. The created notes can be seen from the Recent Communication and notes from the summary section.
Documents: This button lets you upload documents for the client like word documents and pictures.
Delete: Delete button lets you delete the client's record. If you delete the client's record, you cannot retrieve the client's record.
+New: This button lets you create a new client record.

On this page, it has a summary section where it displays important details of the client like their condition, address, contact details, documents, notes, and service summary.

You can assign care workers (Adding and removing care worker assigned to a client), care workers not to use for the client (Adding and removing Workers NOT to be assigned to a client).

You can also set up the client's funding (Client Funding information), and set up the client's service template (Service Template)

Client Goals tracks the progress of the client during each shift and you can create a record for the progress under the client goals section. (See Brevity Goal Management)

Important Fields in the Client's Profile Page

Field Name	Field Type	Description

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
Email	Text	This is the field that Brevity will use to send email to the client