Growth Module - Client NDIS Details and Case Notes Management
- 1 Video - Wednesday Webinar
- 2 Introduction
- 3 Client Management
- 3.1 How to Access Client Management?
- 3.2 Personal Details
- 3.3 Registration
- 3.4 Client Goals
- 3.4.1 Add New Goal
- 3.4.2 Edit Goal
- 3.4.3 Delete Goal
- 3.4.4 New Goal Strategy
- 3.4.4.1 Add New Goal Strategy
- 3.4.4.2 Edit Goal Strategy
- 3.4.4.3 Delete Goal Strategy
- 4 Link to Notes Engine and Customisable Forms
Video - Wednesday Webinar
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.
The NDIS program helps members to form valuable social connections, develop skills and independence, provide work opportunities, and facilitate recreation and creative expression. These programs are designed to help members to get the required support and improve their skills and independence with time. The NDIS funds reasonable and necessary supports and services that relate to a person's disability to help them achieve their goal.
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.
In the Personal Details, Registration, and Client Goals the common client details header information is displayed on the top of each page that is fetched from the Client Details page of the client. The header information shows the Client’s Name, Client Logo image, Industry name, Client Address, Website address, Client’s Email Id, Client Id, Immediate Parent Name, Holding/ Admin Company Name (root Parent Name), and Client Status (Active/Inactive).
On clicking the link of any of the fields, the Client Details page opens for the selected Client.
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
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.
By default, the Display Name of the client is selected and disabled.
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. |
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. |
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, and Status of all the goals as shown in the figure below.
You can add, edit, and delete existing goals.
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. The Achieved Date should always be greater than or equal to Commenced Date. |
Closed Date | Closure date of the new goal. The Closed Date should always be greater than or equal to Achieved Date. |
Status | Status of the goal can be Active or Inactive. |
Edit Goal
You can edit the existing Client Goals. To edit the existing goal:
Select the required Goal by clicking the checkbox of the existing goal
The Action slider window opens, now click the Edit Goal as shown in the figure below
The Edit Goal pop-up window opens. Edit all the required details in the existing Goal
Click Update and the existing Goal is updated successfully
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.
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:
Click the Add New Goal Strategy for the particular goal
The Add New Goal Strategy pop-up window opens. Provide all the required details
Click Save. The newly added Goal Strategy is reflected in the selected Goal
Similarly, you can add the required New Goal Strategy to achieve the set goal and keep updating the details in the Goal Strategy
Field Name | Description |
|---|---|
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. |
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. |
Edit Goal Strategy
You can edit the existing Client Goal Strategy. To edit the existing goal strategy:
Select the required Goal Strategy by clicking the checkbox of the existing Goal Strategy
The Action slider window opens, now click the Edit Goal Strategy as shown in the figure below
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
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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