What is a Relationship Type
Relationships give additional information about the people who provide support to the NDIS participant.
A relationship could be:
- Parents and/or other family members
- Advocates / friends
- Office of the Public Guardian
- Local Area Coordinators (LACs)
- Mainstream Service Providers.
Relationships enable you to quickly reference contact details, such as name, phone number, and email address.
Related Articles
Create a Relationship Type
Within Careview there is already a default list of Relationship Types to choose from. But if the type you want is not in the list, you can create it by following these steps. 1. Click the Settings icon on the top right of the screen. 2. ...
Add an Existing Client as a Relationship on the Client Profile
Use the following steps to add an existing client as a Relationship on the Client Profile. 1. Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2. Click Relationships. ...
Edit a Client Profile
Use the following steps to edit a client profile. 1. Select CRM > Clients from the menu to display a list of all client profile records. 2. Click in the Search field and type the client’s name, email or NDIS number then click Search. ...
Create a Client Profile
You need to create a new Careview Client Profile record for all of your clients, whether you are a Plan Manager, Support Coordinator, or you are providing direct support. Use the following steps to create a client profile. 1. Click CRM in the ...
Add a Relationship to a New Client Profile
Use the following steps to add a Relationship to a new Client Profile. 1. Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2. Click Relationships. 3. The ...