FinCap

Privacy and Security 9

• Terms of service
• When to delete client records from Client Voices
• Know when you should upload documents to Client Voices
• Password requirements
• Template privacy notice

View all 9

Users 11

• Change your email address
• Change your password
• Update your own profile
• I didn’t receive the email
• I forgot my password

View all 11

Overview 3

• About Client Voices
• Understand the structure of Client Voices
• Client Voices Webinar

Client Management 38

• Add a new client record
• Allocate a client to a funding group
• Assign a client to another Financial Mentor
• Change a client case from one-off to ongoing (or vice versa)
• Client case notes

View all 38

Budgeting tools 23

• Add a debt to the Debt Schedule
• Add an expense to the Budget Worksheet
• Add income items to the Budget Worksheet
• Alternative budgets explained
• Change the frequency of the budget

View all 23

Appointments 3

• Delete an appointment / no show
• Mark a missed appointment as a no show
• Add an appointment / no show

Sessions 9

• Record the time you spent with your client
• The session page explained
• Change the date of a Session
• Change the value of a Session
• Create a new session

View all 9

Managers and Coordinators 7

• Add a funding group
• Add a new staff member
• Deactivate a staff member
• Edit a staff record
• Find a staff record

View all 7

Community Education 5

• Record a Community Education course
• Delete a course
• Add attendees to a Community Education course
• Turn course attendee into a financial mentoring client
• Video: Add a Community Education or MoneyMates course

Reports 7

• How to read the report
• Export a CSV of all Client Voices data
• Video: Run a report
• Opt-in to share your report with MSD
• Print the report

View all 7

Client Led Outcomes (CLO) 5

• Wellbeing / Hauora Reflection
• Add a client goal for the Goal Check In
• Client Led Outcomes (Goal check in)
• Do the Goal check In exercise
• Mark a client goal as resolved

Policies 1

• Code of Conduct (policy)