Create a new client case

The Client case is what we call the period of time from when your client arrives at your service presenting with an issue that needs to be resolved, to the time you and the client agree the issue is resolved (or the client simply stops coming back).

Before you create a Client Case, your client must already have an existing Client Record.

1 - Navigate to the Client Record.

2 - Click the New Case button. This will open the client case form.

3 - Complete the Client Case form, paying particular attention to the *Required fields. There is an explanation of each of the fields at the bottom of this article.

4 - Click the Create Case button.

Now that the client case has been created, a new section appears in your side-navigation and you can now start creating sessions.

The new client case form fields explained

1 - Start date: This is the date you begin the client case. It will always default to today’s date.

2 - Engagement level: This question asks whether your client here for a one-off or ongoing case.

If your client is there to simply complete a budget, or check a box, they’re probably a one-off client. If your client is there to engage with your service to resolve their financial issues, then they should be considered an ongoing client.

3 - Does your client have an obligation from a third party to be here: Sometimes a creditor or Work and Income will require your client to visit a budgeting services in order to advance a hardship grant or similar.

4 - Funding groups are a way for you to group your clients for reporting purposes.