Service Manager/Team Leader Course
Client Enquiries and New Client Intake
How to Create an Enquiry
3 Topics
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
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
How to flag an unmet need and refer caller to another organisation
Additional functionalities
3 Topics
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
How to view and collect vital contact information
How to create Connections
Pre-Service Agreement
How to manage Client NDIS Plans
3 Topics
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
How to create Client Goals
How to perform Risk Assessments
4 Topics
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
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
How to obtain Consents
How to extend Client Consents and Permissions
How to capture a Service Booking-Funding
1 Topic
How to capture a Service Booking-Funding
Providing Services
How to manage Case Notes
5 Topics
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
How to create Client Referrals
How to manage Client Reviews
2 Topics
How to perform the 8 week Client Review
How to perform the 12 month Client Review
How to Manage Group Services
6 Topics
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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How to Create an Enquiry for a NEW Contact
Service Manager/Team Leader Course
How to Create an Enquiry
How to Create an Enquiry for a NEW Contact
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