The client page layout has been redesigned.
The last couple of development phases have seen the layout of Client Voices get more complex. As a result it was getting harder to navigate and some features had become so tucked away that people forgot they existed.
The client page layout has been changed to:
- Make navigation more intuituve.
- Put everything out in the open for you to see, so no features are hidden.
- Make obscure features like Reasons for hardship, Financial Procedures etc more visible
- Make it clear where forms have not yet been completed.
Goals have been removed from the new case form, so you’re no longer expected to write goals before you’re ready to.
I encourage you to explore the new layout. Otherwise here is a tour of the new layout.
Click on the <-| symbol will collapse the side navigation to give you more space to work with.
Like this! Click anywhere on the collapsed menu to expand it again.
Click on the client’s name to see an overview of their record including current and previous cases.
Client details will take you to the client’s intake form which contains their contact and demographic information.
Notes will take you to the Notes page.
The number next to the menu item name tells you how many notes there already are.
Files will take you to where you can upload files to the client record.
The number next to the menu item name tells you how many files have already been uploaded.
Current case contains the New case form and the session table for this case.
Goals have been removed from the New case form and given their own page in the side navigation.
The Goal set label will appear when you have set a goal.
Wellbeing-Hauora takes you to where you can complete the Wellbeing-Hauora Reflection for this case.
The Incomplete label will change to Complete when the Wellbeing-Hauora Reflection is completed.
Financial Procedures takes you to where you can record that your client has started a DRO, NAP, Bankruptcy or KiwiSaver Hardship application.
Reasons for hardship is where you can record what contributed to your client’s financial hardship. Tick as many as apply to your client’s situation.
Clicking the + New Session link will create a new session and add an item to your side navigation.
Current session will take you to the budget worksheet and debt schedule.
Goal Check-In will take you to where you can rate your client’s progress toward achieving their goals.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article