Clients

Introduction

The Client record type is generally used for entering the main Service User that your organisation supports. On this record you can also include options like:

• Projects to record work done with the service user.
• Contact history linked to the person using the additional org/person on Project Set Up (needs to being turned on in Operational Rules.
• Used to record outcomes.
• Extension databases to record extra details about the service user.
• Carer/Cared For and personal relationships.

You can also customise this record type to add/remove fields or tabs, including blue links. For full details of record capability and features please see Organisations and People and Customise Orgs & People for customisation. You would need to consider the reporting outputs required and configure the record accordingly.

Hard Coded Features

• Input Field Rules - In Customise Orgs & People you can specify minimum data sets for the record, this can be for all users, projects or groups. You can also change the name displayed on the record here.
• Carer/Cared for relationships - On a carer system the Client links to Dependents and on the standard system the client links to carers. This is displayed on the Assignment tab.

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