Clients - Profile

How to Add a Client’s Concession i.e Healthcare Card
It’s essential to add a client’s concession to their profile for AVETMISS reporting, it ensures Learn Local providers receive their additional government fu...
Thu, 30 Mar, 2023 at 1:07 AM
How to Upload a Client’s Emergency Health Plan
If a client has a life-threatening health condition, it’s required to upload an Emergency Plan for staff to follow.  From the Frontdesk, go to Clients ...
Thu, 30 Mar, 2023 at 1:03 AM
How to Add a Client’s Medical and Support Needs
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 Su...
Thu, 30 Mar, 2023 at 12:57 AM
Updating a Client's Bio
Go to the Main Menu and select Client List,  enter the client’s name in the Search Field and then select the Edit button on the Client Profile Tile.  Sele...
Fri, 9 Jul, 2021 at 11:18 AM
How to Add a Client's Emergency Contact
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 Su...
Thu, 30 Mar, 2023 at 1:10 AM
How to View a Client’s Past and Upcoming Activities
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 Ac...
Thu, 30 Mar, 2023 at 1:28 AM
Changing a client's contact and address details
Go to the Main Menu and select Client List, enter the client’s name in the Search Field and then select the Edit button on the Client Profile Tile.  Sele...
Fri, 9 Jul, 2021 at 11:32 AM
Add a client's financial intermediary
If the client has asked for their activity costs to be charged to their NDIS package or to a Jobs Network Provider, then set up a Financial Intermediary.&am...
Mon, 26 Jul, 2021 at 9:55 PM
Update client's demographic information
Go to the Main Menu and select Client List,  enter the client’s name in the Search Field Select the Edit button above the Client Profile Tile Go to the ...
Fri, 9 Jul, 2021 at 11:57 AM
Adding student information into a client profile
If the participant is attending a funded Vocational Educational Training Course, add their Student Info. Go to the Main Menu and selec...
Tue, 16 Jan, 2024 at 9:36 AM