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Video - Wednesday Webinar
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Introduction
The National Disability Insurance Scheme, commonly known as the NDIS, is run by the National Disability Insurance Agency (NDIA). The NDIS supports eligible Australians with intellectual, physical, sensory, cognitive, and psychosocial disabilities who were either born or acquired a permanent and significant disability.
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The eligible members have client goals with predefined goal strategies that are achieved with the support of NDIS. The goals are included in the NDIS plan and are timely reviewed.
Client Management
Client Management helps to manage NDIS clients regarding Personal Details, Registration details, and Client Goals with strategies.
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On clicking the link of any of the fields, the Client Details page opens for the selected Client.
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How to Access Client Management?
To access Client Management:
Click Profiles → Client → Search Client or click Client Quick Link and the Search Client page opens
Now, select the client name checkbox with Location Type as Service, Delivery, or Admin and Service and the Action slider window opens as shown in the figure below
Click Client Management. You can access Personal Details, Registration, Client Goals, and Case Notes
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Personal Details
The Personal Details is used save the personal details of the client regarding Name, Gender, Date of Birth, Religion, Marital Status, Nationality, Language Spoken, and Next of Kin Details of the client. Provide all the required details and click Save.
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Field Name | Description |
Display Name | By default client name. This is a mandatory field and is disabled. |
Name | Provide Title, First Name, Middle Name, and Last Name. This is a mandatory field. |
Gender | Gender of the client. |
Date of Birth | Date of Birth of the client. |
Religion | Religion of the client. |
Marital Status | Marital Status of the client. |
Nationality | Nationality of the client. |
Language Spoken | Language Spoken by the client. You can select multiple languages. |
Next of Kin Details | Details of client’s Next of Kin that includes Relationship, Full Name, Contact Number, Email ID, Address, and Notes. |
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Registration
The Registration is used save the registration details of the client. Provide the Registration Number, Aged Care Id, Reference Number, Medicare Card Number, Funding Type, Support Budget, and Care Type of the client. Provide all the required details and click Save.
Field Name | Description |
Registration Number | Registration Number of the client. This is a mandatory field. |
Aged Care Id | Aged Care Identification number of the client. |
Reference Number | Reference Number of the client. |
Medical Card Number | Medical Card Number of the client. |
Funding Type | Funding Type of the client. This is a mandatory field. The Funding Type can be NDIA Managed, Self Managed, or Plan Managed. |
Support Budget | Support Budget of the client. The Support Budget can be Core Support Budget, Capital Support Budget, or Capacity Building Support Budget. |
Care Type | Care Type of the client. The Care Type can be Early Intervention, Supports, and Services, or Permanent and Significant Disability. |
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Client Goals
The Client Goals are set with the intent to achieve the defined goals for the selected client outlined within the NDIS Plan. The Client's Goals are usually focused on physical, social, or independent requirements and it is important to set goals as it helps the beneficiary and their relatives.
The Client Goals displays the Name, Description, Commence Date, Achieved Date, Closed Date, Show to Member, and Status of all the goals as shown in the figure below.
You can add, edit, and delete existing goals.
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Add New Goal
To add a New Goal:
Click Add New Goal
The Add New Goal pop-up window opens. Provide all the required details
Click Save and the new goal is added successfully
Field Name | Description | ||
Name | Name of the new goal. This is a mandatory field. | ||
Description | A detailed description of the new goal. This is a mandatory field. | ||
Commenced Date | Commencement date of the new goal. This is a mandatory field. | ||
Achieved Date | Accomplishment date of the new goal.
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Closed Date | Closure date of the new goal.
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Status | Status of the goal can be Active or Inactive. |
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Edit Goal
You can edit the existing Client Goals. To edit the existing goal:
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Note that the Achieved Date should always be greater than or equal to Commenced Date and the Closed Date should be greater than or equal to the Achieved Date. |
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Delete Goal
You can delete the existing Client Goals. To delete the existing goal:
Select the required Goal by clicking the checkbox of the existing Goal
The Action slider window opens, now click the Delete Goal as shown in the figure above
A confirmation message is displayed 'Are you sure you want to delete this goal?”. Click Yes and the selected goal is deleted successfully
New Goal Strategy
The Goal Strategy is created to achieve the set goal at the end of the specified period and is added against the goal.
Add New Goal Strategy
To Add New Goal Strategy against a goal:
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Field Name | Description | ||
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Due Date | Due date of the New Goal Strategy. | ||
Description | Description of the New Goal Strategy. This is a mandatory field. In the Description, the formatting menu is displayed that allows the user to edit text formatting to create an effective Description. | ||
Completed Date | Completion Date of the New Goal Strategy.
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Completed Outcome | Completed Outcome description of the New Goal Strategy. In the Completed Outcome, the formatting menu is displayed that allows the user to edit text formatting to create an effective Description. | ||
Reviewed Date | Reviewed Date of the New Goal Strategy. | ||
Review Outcome | Review Outcome description of the New Goal Strategy. In the Review Outcome, the formatting menu is displayed that allows the user to edit text formatting to create an effective Description. | ||
Status | Status of the New Goal Strategy can be Active/Inactive. |
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Edit Goal Strategy
You can edit the existing Client Goal Strategy. To edit the existing goal strategy:
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The Edit Goal Strategy pop-up window opens. Edit all the required details in the existing Goal Strategy
Click Update and the existing Goal Strategy is updated successfully
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Delete Goal Strategy
You can delete the existing Client Goals Strategy. To delete the existing Goal Strategy:
Select the required goal by clicking the checkbox of the existing Goal Strategy
The Action slider window opens, now click the Delete Goal Strategy as shown in the figure above
A confirmation message is displayed 'Are you sure you want to delete this Goal Strategy?”. Click Yes and the selected goal is deleted successfully
Link to Notes Engine and Customisable Forms
Click the link below to refer to the detailed documentation for:
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