Details Screen
The Client Details screen, also called the Client Record, shows information about clients on your system. There is a main section in the middle with a series of tabs, plus links at the top and bottom of the page.
Contents
Functionality in the top section
- Client Appointments Calendar
- Relationships
- Print Record
- Letters and Communication
- Uploaded Documents
- Record a Contact
Main section with tabs
General Details tab
The General Details tab stores basic information about a client - the sort of information you would use to tell one client from another. Many of the fields on this page are driven by Drop-Down Lists, so if you think some of the available options are incorrect (or need adding to), then speak to your system administrators.
Fields can be removed or added to this page (from a set of standard fields) using Customisable Tab Settings.
Personal Details tab
The Personal Details tab usually holds more sensitive/personal/monitoring information.
Again, fields can be removed or added to this page (from a set of standard fields) using Customisable Tab Settings.
History tab
The History tab shows the activity that has been logged for this client. All actions are visible, and you will be able to see the details of appointments, phone calls and so on. You can update outstanding actions from this screen.
Summary tab
The Summary tab shows this client's activity too, but summarised by Referral. Think of a Referral as one chain of actions. On the History tab you would see all of the individual actions; on the Summary tab you would only see the chains of actions - so if a client had called for some advice, then come into the office for further information, then had a home visit, and finally been referred to another organisation to deal with the issues raised - on the Summary tab, you would only see one line representing this chain of actions.
Outcomes can also be updated from the Summary tab.
Projects tab
The Projects tab shows which of the projects and services in your organisation the client is involved with.
Risk Assessment tab
On the Risk Assessment tab, you can enter details of risks associated with the client. If anything is saved in this box, the client's name will be displayed with a red triangle next to it in search results.
This is an ideal place to flag up any issues a member of staff might need to know about the client before dealing with them or visiting them;
- Access to property
- Risks around neighbours, dogs etc
- Safeguarding issues
For example, in the screenshot, Mr Abrams lives on the sixth floor of a building and there is no lift, so a staff member would know not to go with a heavy bag of paperwork, etc.
Functionality in the bottom section
The links you see in the bottom section depend on the way that the permissions for your usergroup is set. This is a complete list of all links that you might see, but don't worry if not all of them are present on your particular system.
