Understand the structure of Client Voices

Knowing how Client Voices is structured will make it easier to navigate and reports easier to understand.

Client data is structured hierarchically like Russian dolls with the client record being the highest level, the client case fits into the client records and the session fits into the client case.

Here is an explanation of each level.

1 - The client record

Think about the client record as the container. It is the part you label with the client's name, contact details and demographic information. 

When looking at a client in Client Voices, this section in the image below is where the client record information is.

Your reports won't count a client until a case has been started. 

Client Case

The client case is a record of your client's financial mentoring journey with you. It has a start date, and eventually an end date.

When looking at a client in Client Voices, the client case level information sits in the area shown in the image.

 A client record can have multiple client cases. It isn't unusual for a client to return to your service after a long absence. When this happens, you may need to start a new client case. But you shouldn't create a new client record.

Sessions

A session represents a meeting with a client. It could be face to face, or over the phone. A client case can contain as many meetings with a client as are necessary to complete the case.

Sessions contain the clients financial information, eg the budget worksheet and debt schedule.

A session also contains the client goal rating.

Sessions are represented in a table, with the latest session at the top.

In the side-navigation, the session information is contained in the area indicated in the image.

When you create new session, Client Voices will duplicate the previous session. That way, each session is a snapshot of the client's situation at the time of the session.

he result is a chronological journey of the client’s financial situation.

Conclusion

To recap, Client Voices is a Russian doll of information

1. Client Record: Demographic information
2. Client Case: Information pertaining to that client case
3. Sessions: Budgeting information

Understanding this will help you understand how to navigate Client Voices, and understand Reporting numbers.