It’s essential to add a client’s concession to their profile for AVETMISS reporting, it ensures Learn Local providers receive their additional government funding.
From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Edit button on the Client Profile tile.
In the Support tab, go to the Concession Entitlements or Benefits tile and select +Add concession.
The Add Concession or Benefit panel is now displayed, here, you can -
Choose the client’s benefit or concession from the dropdown list.
Add a new concession/benefit if unlisted in the dropdown list.
Add concession Expiry Date.
Select the staff member who has verified this concession.
Click Add to confirm the concession.
Now the entitlement has been confirmed, it will be added to the Concession Entitlements or Benefits tile, click Edit to make changes or X to delete the concession.
To upload evidence of this client’s concession, such as a Medicare card, go to the Files tab of the client, click +Add Document.