Service Manager/Team Leader Course

by lin@mangotechgroup.com.au | Jan 30, 2020 | Uncategorised

Course Content

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Client Enquiries and New Client Intake

How to Create an Enquiry 3 Topics

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How to Create an Enquiry for a NEW Contact

How to Create an Enquiry for an EXISTING Contacts

How to gather more information and how to change the status of an enquiry

How to notify LAC/NDIA using the system 2 Topics

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How does a User (Service Manager) ACCEPT or REJECT a Request for Service by LAC

How to notify LAC/NDIA that we are looking into a client

How to Forward an Enquiry

How to deal with an Unmet Need 1 Topic

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How to flag an unmet need and refer caller to another organisation

Additional functionalities 3 Topics

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Review enquiry and forward to Service Manager

Schedule follow-up activity for Enquiry

Send Email with multiple attachments from Enquiry

How to view and collect vital Client information and Connections 2 Topics

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How to view and collect vital contact information

How to create Connections

Pre-Service Agreement

How to manage Client NDIS Plans 3 Topics

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How to create NDIS plan and specify Plan Funding

How to extend an existing NDIS Plan

How to create next year’s plan without errors

How to create Client Goals 1 Topic

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How to create Client Goals

How to perform Risk Assessments 4 Topics

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How to create Brief Risk Assessments

How to create Detailed Risk Assessments

How to forward a Detailed Risk Assessment (Complete Approval Process)

How to automatically schedule Detailed Risk Assessments

Client Service Agreements and Client Consents

How to create a Client Service Agreement 2 Topics

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How to create a Client Service Agreement for a Non-Stated Support

How to create a Client Service Agreement for Stated Supports

How to manage Client Consents 2 Topics

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How to obtain Consents

How to extend Client Consents and Permissions

How to capture a Service Booking-Funding 1 Topic

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How to capture a Service Booking-Funding

Providing Services

How to manage Case Notes 5 Topics

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How to create Case Notes

How to cancel a Case Note

How to Fix Invoicing Errors

Case Note data checks

Late Case Notes

How to manage Client Referrals 1 Topic

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How to create Client Referrals

How to manage Client Reviews 2 Topics

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How to perform the 8 week Client Review

How to perform the 12 month Client Review

How to Manage Group Services 6 Topics

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Setup a single Group Service

How to add a Product for Group Service

Booking-Delivery for Group Services

Create a Group Service with child Sessions

How to create recurring Group Services

How to create a Group Service with multiple child sessions

Delivery

9 month report and email to NDIS

Death of a Client

Feedback or Complaint

Review what has happened so far

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