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

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Users 12

• Login using Client Voices 1 username and password
• Change your email address
• Change your password
• Edit your own profile
• I didn’t receive the email

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Overview 3

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

Client Management 45

• Active clients and inactive clients
• Add a new client
• Allocate a client to a funding group
• Assign a client to a Financial Mentor
• Change a client case from one-off to ongoing

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Budgeting tools 22

• Add a debt item 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

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Appointments 3

• Delete a no-show
• Record a no-show
• Add an appointment

Sessions 10

• Record the time you spent with your client
• An Overview of sessions
• Change the date of a Session
• Change the value of a Session
• Create a new session

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Managers and Coordinators 16

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

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Community Education 5

• Record a MoneyMates course
• Delete a MoneyMates 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 9

• On-screen report
• CSV export
• Reports: staff
• Reports: MSD Accountability Measures
• Reports: Demographic

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