Client record layout

Lumary DC - This article provides an overview of common items that can be stored on a client's record.

Information about a client is stored on their client record, which is a type of contact record. The following image shows the key parts of the client record. The layout shown here is based on a typical Lumary DC implementation. The client record in your environment may have a different layout if customisations have been applied.

The following table lists items that commonly appear in each section of the client record. This includes buttons, objects, related lists and other items.

The visibility of some items and objects will depend on the permissions assigned to the user's account and the features available in your environment.

Highlights
Client Name
Buttons: Follow | Client Activity | New Case Note | Submit Incident / Feedback | Edit | Delete | Remove From Schedule | Get NDIS Information
Dashboard				Alerts
Dashboard	Details	Activity	Files	Consent Criminal Justice Legal Order Health Conditions High Intensity Needs Personal Support Plans Risks
Client's Details Charts Key Dates	Details Client Details Client Contact Details About Me Debtor Settings (Only if client is being invoiced) Address Information Additional Information Client Demographics Medical Details Exit Details NDIS Information PACE Information System Information	Buttons: Client Activity Email Log a Call New Task Upcoming & Overdue This Month	Files
				Support Updates
				Assessments Support Plans
				Tabs
				Home	Circle Of Support	Goals	Support Needs	Funding	Accommodation	Legal
				Feed Processes Case Notes Group Programs Incidents And Feedback	Client Contacts Associated Employees (Client) Associated Providers Associated Sites (Client) Personal Identifiers Blocklists	Progress Feed Goal Plans	Risks, Assessments & Plans: Client Risks Clinical Assessments Personal Support Plans (Client) Behaviour Support Plans (Client) Health & Wellbeing High Intensity Needs Diagnosis Health Conditions Medications Behaviours of Concern Restrictive Practices Observations Waitlists	Individual Service Agreements Block Service Agreements Services Delivered Invoices (Client) Payments (Client) Payments	Roster Of Care SIL Submissions Accommodation Details: Beds Bed Histories Bed Allocations Client Possessions	Contact Tags Consents Legal Information Personal Information Requests