Knowing how Client Voices is structured will help you navigate they system more easily, keep better records, and better understand the insights in your reports.
First you should understand the client record. This level contains all the information you would normally have on you Client Intake Form.
As you can see in this image, the information you record at this level include:
- Date of birth
- Where client was referred from
- Phone number
- Email address
- Number of dependents
- Which Financial Mentor they are assigned to
Your client’s contact information will also appear at the top of their budgeting information page.
This level shows you how many cases the client has. The case is a record of the client’s journey from the day they arrived at your office, until the day you mutually decide their goals are completed.
A client can have multiple cases.
Each of the sessions in the table below represents a face to face or over the phone financial mentoring session with your client.
Sessions appear in chronological order with the most recent at the top, and each session contains a Budget Worksheet and Debt Schedule.
When you create new session, Client Voices creates a duplicate of the previous session. This is so you can maintain a copy of the previous session while working in the most up to date version today. The result is a chronological journey of the client’s financial situation.
To recap, Client Voices is a Russian doll of information
- Client Record: Demographic information
- Client Case: Information pertaining to that client case
- Sessions: Budgeting information
Understanding this will help you understand how to navigate Client Voices, and understand Reporting numbers.