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 23

• 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

View all 23

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 15

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

View all 15

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 12

• How to read the report
• CSV export
• Reports: staff
• Reports: Demographics
• Reports: Debt

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Client Led Outcomes (CLO) 5

• Wellbeing / Hauora survey
• 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