Service Type shows which services a client gets: NDIS, Care Coordination, Allied, or a mix such as “NDIS, Care Coordination”.
- It’s for information and filtering only. It doesn’t change what you see when you open the client.
- It updates automatically when a service is added to or removed from the client.
- Archived clients keep their Service Types.
How to set service type for Client:
Step 1:
Click on Clients from the left-hand side menu.
Step 2:
Locate the respective client and click on Edit.
Step 3:
On the Client Management page, under the Basic Details tab, locate the Service Type option on the left-hand side.
Step 4:
Select the appropriate service type: NDIS, Allied, or Care Coordination, depending on the services you provide to the client.