Service Manager/Team Leader Course

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

Course Content

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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

Client Enquiries and New Client Intake

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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