Client onboarding and record management

Add client information

• Client record layout
• Add an associated site to a client’s record
• Add an associated employee to a client’s record
• Add associated providers to a client’s record
• Add risks and display them as alerts
• Add a health condition

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Capture enquiries and create client records

• Capture an enquiry
• Create a client record

Create plans

• Create a personal support plan
• Introduction to goal plans
• Create a goal attainment plan
• Add NDIS goals to a goal plan
• Add goals to a goal plan
• Manage changes to a goal

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Define and record restrictive practices

• Define a routine restrictive practice for NDIS reporting
• Record an exception or variation to a routine restrictive practice
• Define a pro re nata (PRN) restrictive practice for NDIS reporting
• Record pro re nata (PRN) use of a restrictive practice