Data Exchange August System Enhancements – Webinar for web-based portal users held 29 August 2018

Transcript for Data Exchange August System Enhancements for web-based portal users webinar held 29 August 2018

Welcome to this webinar for Data Exchange web-based portal users on the Data Exchange system enhancements. My name is Rose Pearson and I am with the Data Exchange Training Team and it is my pleasure to be taking you through this webinar today.

This demonstration will provide you with information that has been updated in the recent enhancement release, if you wish to start using these items.

I would like to remind everyone attending today, that this webinar is directed towards the web-based users of the portal.  If you are attending today and your organisation uploads their data by either system-to-system or bulk file upload, you are most welcome to continue with us, however, we will not be covering any of those upload methods as they have not changed. 

This presentation should take about 60 minutes with time for questions that you may have. Also joining me today and responding to your questions is Brendon who is from the Data Exchange Training Team and Jess from the Data Exchange System Development team, so please send those questions through because they are happy and eager to answer those for you. 

I would like to begin by saying that we are meeting today on many traditional lands around the country and I want to acknowledge the traditional owners of those lands and pay our respects to elders past and present. 

Firstly, some reminders on how to use the webinar functionality. Some of you have joined us previously and for some of you this may be your first time with us. Throughout the webinar there is a control panel that should have appeared on your screen. Clicking on any of the grey ribbons will expand those areas for you as you can see there on the screen. 

Now we do have a copy of the presentation in the handout section for you as well. If you are unable to access that for some reason, please let us know and we will send that through to you. However, there will be a copy of this placed on the website and remember to check your audio. Your microphone symbol should be red to indicate that your audio is on mute, so please ensure that it is muted, otherwise we could hear you and the noise would be coming through on the other side of the microphone.

When the control panel hasn’t been used for a period of time, it automatically minimises from view. So to expand the panel again, simply select the orange arrow and it will redisplay on your screen. 

During today’s session we will be covering the following items. We are going to look at the changes to the web-based portal homepage. We will look at the optional additional data items that are found at the client level, the case level and also the session level. We will look at the new features such as the Add a SCORE action tile and also the View SCORE features as well. 

Now once again an opportunity to ask questions will be there, so please send those questions through. The webinar will be recorded and it will be placed on the Data Exchange website under the Webinar library tab. So keep an eye out for it if you would like to revisit or direct anyone in your organisation to view it if they are not attending today.

As we start what we would like to do is launch a poll just to see if any of you have accessed or looked at the enhancements as yet. I will launch that there and you should see that on your screen. Okay, have you been using the portal since the enhancements were released? Yes, No, or I did not know that there had been enhancements to the portal. I will leave that open for about another 15 seconds. I will share the results, we have got 64% of you have actually been using the portal since the release and that’s really good. So hopefully this will enhance those enhancements for you.  30% of you have not had the opportunity as yet and a small percentage of you weren’t aware that the enhancements had been made to the portal. This is a really good reminder is if you haven’t already done so is to subscribe to our website and I can show you how to do that towards the end of the session today in that way then you can keep up-to-date with any news in regards to the Data Exchange. 

So what we will do, is we will now go to our presentation. We do have a little bit of a time delay so I will wait for that to click over. So let’s have a look at the benefits of the enhancements very briefly. They were put in place to allow all users of the Data Exchange easier navigation of the portal and you’ll see that as we go through and I also hope those ones that have used the portal since the enhancements became live, that you been able to see that as well. It allows for greater search options and we will certainly discover that within the pages and also that find field. There are more hub-like pages where access to different functions can occur from the one page.

I would like to remind everyone attending today that we are going to be using a training database for this demonstration. So all the information that we will see there in regards to client name, case names etc. are all fictitious. I’m going pause the screen and I will just go into that software now.

You should have on your screen the MyDEX Dashboard homepage. Just a quick reminder to everyone attending that your view of the portal homepage may look slightly different depending on your access level.  If you have organisation administrator access then pretty much what you are viewing now is what you will see on your screen. If you have editor access you will not have these items here that I’m going to point to, the reference data or the manage users hyperlinks under the my organisation section. If you have view only access, you won’t have manage users or reference data and you also won’t have the add client case session or SCORE tiles under the add field because you’ll only be able to view information and not actually edit or add anything in there. 

Our first demonstration that we going to do this afternoon is actually having a look at the changes to the web-based portal homepage so first of all you can see straight away that we have a go to find field. Now this is really good because this allows you to find records such as your client’s cases or sessions from this page and this page also appears on most of the screens. This field, I should say, appears on most of the screens in the web-based portal so all you need to do is enter your information. You can either enter in a partial or full word or number. Now I’m going to start typing in BE because I want to find a record there for Ben and it’s taken a little bit of time, there we go. What you can see displayed is a listing of cases and clients where that particular BE sequence is located in. I have Belconnen - Mondays and that’s a case and the way I can identify it, it has the case icon and I’ve also got my clients here with the client icon. Belinda Jones et cetera and then everyone else. So that’s how you can use that to find cases and clients. 

Now the following function works well for numbers as well. What I can do is I can type in a sequence of numbers so I’m going to type in 000 and a listing of sessions will display. These are my sessions, my session icon and I have my session number here like 001. Now in the brackets are the Case IDs. What I am going to do is select this case, 0077 and I wait for that to display on the screen. 

There is a little bit of a lag between the times of me clicking and it actually displaying on your screen so I will take note of that now the session details screen displays. If I scroll down and use the back button. This will take me to the case information so the case details screen displays, wait for that to appear, there we go. So here is my case. I can edit my case details, I select the edit case details button and it will happen very shortly, just taking a little time, there we go. I can change my case ID number, so that’s what I want to do, so let’s change that. We’ll change that to Let’s talk, that’s the only thing I’m going to change on that, I’m going to save it. We will wait for that to save, I’ll just go back to the homepage now by using the go to homepage hyperlink under the I want to box on the right-hand side of the screen.

I’ll come back to the homepage and I’m going to try and search for that number again. Okay, now what you’ll notice is that 0077 has dropped off the list. Just something to keep in mind with the items displayed in this list. It will only display ten records at a time. If you aren’t finding the record you are looking for you will need to add more to the find criteria or search using the name. I know I changed it to let’s talk and there’s the case there. Just keep it in mind it does only display ten items at a time you may need to change the search items you are looking for. But it’s a really good field to actually find your clients and cases and sessions you have already created.

Now one of the other major changes for the portal homepage is the addition of the View SCORE tile and the Add SCORE Tile here that you can see. We will discuss the functions of these action tiles later on in the demonstration. You might be able to notice the icons are now very similar, the client icons are the same colour. The case icons are their own distinct hot pink or magenta colour as well. This is just to provide consistency in icon recognition. That is just a little bit of the changes on the homepage itself, what we will now do is look at the new optional additional data items.

The first area we are going to look at are those found at the client level. I’m going to go in and add a client and as I come to those changes I will actually highlight them for you. I’m just going to go in and add my client name. And again it’s all made up. I’m adding those details here. Selecting next. I’m now at the residential address, so I will just type in my suburb, state and postcode and then go next. And again I’m just adding information just for the purpose of this demonstration.  Okay, now we are at the review page so I’m going to scroll down and select submit, obviously I’d be checking to make sure that it’s all correct. Now normally once we scroll down and select submit we would come to our finish page and then we could go in and add our extended demographics information but we have made it a lot easier for you to do this straightaway by including the extended demographics in this add a client process. So here we go, we can then go in and add the different details here for our client if we wish to. Notice again that these items are still all optional. They don’t have the mandatory asterix there. There are also some changes to these particular fields. I’m going to go through these with you now. 

You notice the homeless indicator has now got another option so previously we had yes and no which are still there but we also have an at risk option. There is now a new field of highest level of education and qualifications. So if I just open up that drop-down listing you can see it goes from pre-primary education right through to postgraduate degree level or other education and we would make the selection that is relevant for the client. The next new field is the employment status.  So again, we will open that particular one and you’ll see that it goes through paid work full-time to unemployed not working but looking for work, right through to parenting so again as the clients self identifies. If we scroll down the other two new fields that we have as well is, is client a carer? Yes or no. And the NDIS eligibility saying that it is in progress, eligible and ineligible there for you. So remember that all these fields are optional and you can record only the data items that are relevant to your organisation and the program activity that you’re delivering. So what you would do is make the selection that you would need to do. Okay and you could go then save and next. If you didn’t want to enter anything in here then you would select the skip button and what it would do, it would then take you to the add a client finish screen and you can see that display now.

So firstly, some things you can notice straight away is previously we had a partnership approach banner here, a big banner in the middle of the page that has now disappeared because we put the extra extended demographics within that client information there. Now also to within that banner there used to be the opportunity for you to actually add some other information so we will look at that moment, so let’s have a look at the case level. I should say so again we going to go to homepage and I’ll just wait until the screen displays to the web-based portal homepage. 

There we are and we are now going to go add a case. Okay, terrific. So we have add a case, case details screen so again as we come to these new features in this particular level here I will highlight them for you. So I’m just going to go in and add a case, I’ll just put something in there. Okay, now I select my outlet and program activity and you can see that these are mandatory and I need to actually make the selection before I can continue on there, so let’s do that. Now you’ll notice that the total number of unidentified clients associated with the case only displayed once I had selected the program activity. Now, if the case is a community event where it is impractical to collect client information. You can enter a number of expected unidentified clients in this field okay in there. So what I’m going to do is to continue adding my case here I go to this new field of attendance profile. I’m going to open this up, so it allows you to indicate the relationship between the clients that are attending the case. Are they a family? Is it a community event? Peer support group? Couple or cohabitants? So you can make that selection, so we will make it a peer support group. We’ll select next. And I’m now going to attach my clients to the case. 

Just going to make there as normal. Then attach selected clients button and then select the next button,  continuing on with the add a case feature. I come to my review screen and everything is okay and so I am selecting submit. Now again, as the same with add a client, that banner, the partnership approach banner has been removed, but there are some changes on this particular screen. Now in the partnership approach banner. That’s where you would have gone into to enter a referral source and recent data items, that’s been removed from there. I will actually show you where that is on the page for you to go and enter that.

Under the, if we scroll down the page. Under the what can you do now?  We have additional items of add a session to this case and add another client to this case so we don’t have to go back to the homepage to do those particular processes we can do it from this hub page here. As I mentioned, you’ll notice that the add referral source and reasons tab has disappeared, but we have got an icon here under the referral source and reasons and you can see that icon there. Now this icon has an outline and plus symbol so when I hover over it, it does say add referral that will be displayed there. Now what I’m going to do is add a referral here for Elwood. So I go into there. The same process as I would be previously, the referral source and the reasons I can add a primary, I can add a secondary, depending on the circumstances of the client. And I select save. Now what you’ll notice when we come back to the case details screen if I scroll down, is that for Ellwood, there’s the client. Is that his referral source and reasons icon has now been coloured in and I have a tick next to it. So that means that I cannot add another referral to him because I don’t have a little hand icon here but I can add one for Jasmine if I need to. You can see I’ve got the little hand icon that says that I can access that hyperlink.

Now something else to keep in mind if we just scroll back up to the case details page. I’m going to edit this case, so I’m going to select edit case details. I’ll wait for that to display on the screen. Now if we just go down to the last field. This is a new field of end date, okay so you can actually end date your cases. For example, you might be working with a particular family and that work has now been completed. You can end that case. All you need to do, is either type in the date or select the date. Now the date must be either today’s date or a date in the past and adding an end date to a case will not prevent you from recording sessions against that case, however, you will be unable to add sessions that have a conducted date that is greater than the end case date. I wouldn’t be able to add a session to this case that was held in September or October because it ended in August there. So I’m going to go save and then will just wait for the screen to display and here you can see for the case details screen that end date I’m pointing to is now the 29th of August. So that is the information that has been changed or added at the case level. 

What we will do is go back to the homepage, okay, and we are now going to go to the session level. So we are going to go add session. I’m going to start adding my session here, so I’m going to find my case.  First of all, now some of the changes for the find a case field is just on the right-hand side we have a show advanced options hyperlink. If I select that and open that up, I can now find a case using the case ID, client ID, outlet, program activity. I can search for it from created from or to, search cases created from me or by me and also the cases that have ended from two end dates. So I can have different search options now in finding a case. I’m going to select hide advanced options because I won’t be using that this afternoon and those extra search fields will now disappear.  

I’m going to go into the case that I selected here, the home skills 101 and I’m going to now add a session. Okay, so let’s go add a session here and we’re going to go through and look at some of the changes here. Alright, so, what we’ll do is we’ve got the session date, let’s put in a date that the session occurred. Now you’ll notice we’ve got the service type, so again, that was as previously but we have a new field here called service setting. This is a really good because it allows you to select where the session occurred.  Was it at the organisation’s premises or at the client’s home and again these are optional fields so we are going to put that this one happened at the organisation outlet or office and I can put if there is an interpreter present. So we will go next. I’m just going to select my clients here and go through the process of adding the session and I go next. And now I’m going to submit okay so we come to a few things here on this screen.

Again, the partnership approach banner has disappeared, but you can clearly see that. We have, actually if you go to the, what can you do now? At the bottom of the page.  You can copy a session.  You can add another session to this case, or you can add another session from another case, from a different case there. So again, more functions from this hub-like page. Also too, from this field.  You can add a SCORE assessment.

Now the reason, the way you do that is that you would select the session ID hyperlink. In this case I’m hovering over the 0001 hyperlink and I select that. It will bring me to the session details screen which you can see there now. Now what you’ll notice keeping in line with the look of the different icons that we have, is we have the referral to other services icon and we have a client SCORE icon so I would like to record a score here for Caleb. All I do is click on that icon and it takes me to an add client SCORE page. It’s just making it a lot easier for me to record score assessments for clients. Now there have been some changes here. 

What you’ll notice is there is no longer an assessment phase of where you would select either a pre-or post SCORE. Now the principles remain the same though, so the first SCORE you record for a client will be similar to a pre-score and then any subsequent scores will be similar to post-scores. Now also too, we’re going to make this score-type of circumstances, or depending on what it is that you’re assessing the client against, why they have seen you. We have got an assessed by field as well. This is terrific because it allows you to record how the SCORE assessment was made. So whether the score itself was used to directly measure outcomes or whether a validated outcome tool like the Kessler (K10) or outcome star was used and the results were then translated into SCORE. This field also captures who completed the assessment. Was it by the client, practitioner, was it joint or was it by a support person for the client, such as the carer? This field has been added in response to feedback that organisations wanted the data exchange to collect how assessments were being made since there is a broad variety of methods currently employed in the sector. Thank you for sending that feedback through and we have applied it in this new field.

What you would do is select then how it was made. This assessment so we are going to put here that it was outcomes tool for the client and we go through and we actually add the score assessments. Obviously selecting the fields, the domains that are relevant to the client. I’m gonna go into the domains a bit more in a moment, but just go through the process here of adding this score assessment. I want to show you how the icon changes so what you can see is that when we go to Caleb’s record here in this particular session his icon now instead of just been an outline is coloured in and it still has got a plus symbol. So it means that I can still add scores for Caleb at this session if required. Now the icon does change to a tick icon, so this plus will change to a green tick when the full quota of scores have been processed or added for this client. 

Okay, so they’re the optional fields that we can find it at a client, at a case and at a session. Now I would like to just go back and say that with the case when ending a case, you can actually go back in and reopen that case. Just go into edit the case details and removing that end date that you have put in there. So you can do that, you can end the case and you can reopen it at any time.

So what we might do is go back to the homepage. I’m also just going to pause the screen for a moment because I want to go back to the presentation. so I won’t be a moment there. Just find the little go to webinar button. Just bear with me. Okay, alright so you should have the screen image of web-based portal there. Okay so what we will do it as quickly look at some of the changes to SCORE because I will continue on and demonstrate how to add a SCORE and view a SCORE using the new child functions but just have a look at the changes that have occurred for the score domains.

So on the screen. We have had the age-appropriate development is still showing as the same name. However, there has been a change to its description, so it’s not just specific to children but also to include any aged client any group the employment, education and training that has actually been split into two domains so you have employment as a separate one and then also education and skills training.  Material well-being, the name change has been now to material well-being and basic necessities. Money management has been changed to financial resilience. So that’s in the circumstances area of SCORE.

If we go to goals. The changed confidence to make own decisions, has had a name change and is now called empowerment, choice and control to make own decisions. In the community SCORE space there has been some name changes there too. So we’ve got group, community/knowledge, skills and behaviours has now become group community/knowledge, skills, attitudes and behaviours. The domain of community structures and networks to respond to the needs of targeted clients and communities that has now changed to community infrastructure and networks. There’s been a new community domain of social cohesion, so you’ll see that in the listing on the community there as well.

All the items that we are looking at today, the new additional items, they will be updated in the protocol. The protocol document will be updated shortly to reflect all those new items. When we think about appendix B for those program specific information that has already been updated and so you may see some of these new names come through in those areas where SCORE can be used.

Okay so what we will do is we will now go to the training database again and will have a look at the add and view SCORE features. Just bear with me and I will swap screens for that. Okay so that should be displayed there, terrific, thanks for your patience there. As we mentioned before, we have got the two new score tiles. Add a score and view a score so let’s go in and add a score. The outlet and activity fields you might think it’s a bit unusual that they are up there at the front. The reason they are there is to narrow the search options as we have some larger organisations, you may have hundreds of records of clients there and this just narrows the field so if you select your outlet. I’m going to select my outlet here of penguin primary and the activity is reconnect. Okay then I can select a client. Now what I can do here is I can actually type in my client’s name if I want to or if I’m not sure I can select search, not in this one. You do need to actually enter the client’s name, so this is Thomas that’s in there. I’m going to search and there is Thomas’ records there. So I’m going to go next and the add a score – find a session screen displays.

Again I do need to select my score type straight up and I’ll go circumstances. Now this one here if I’m not sure which session it was. I can actually select the search button and a list of the sessions that Thomas has attended will display so I can select which particular session I would like to record the SCORE against. We will do the intake and assessment one. We come to the add a SCORE – Client SCORE details screen and this is where I can now add in my information so I would like to note down how the assessment was made. This time it was by a little survey that Thomas did when he first came to see me and he did this himself directly so I’m going to put that in there and I then go in and add the reasons or what he is trying to improve whilst accessing my services. We want to improve education and skills training and where he has been here. Okay, select financial resilience. You can make your selections based on the client’s situation, I then go next. I then submit. So there’s the add a SCORE finish screen. From this if I scroll down to the what can you do now? I can add another SCORE for this client and this activity, or I can add another SCORE. So for a different client in a different activity. So again, it’s a hub page that takes allows me to perform other functions from this page, so that is really good.

Now what we might do as well, is that is the add a SCORE, we will go to view a SCORE. And this is where a SCORE, you know we can use this in some different ways. We can actually search for clients that don’t have a SCORE or we can search for clients that we have had actually recorded a score for. So again, to narrow the search down, we need to select the activity where we would have or want to record a SCORE so we will go to reconnect again so I can select this way, or I can either just type in the letter, the first few letters of the name and do it that way. There are some different things here that I can do in the way that I have actually searching for. 

If I’m not sure of the information for the search field. This is where I can select search button and results of clients that have attended that activity will display here. I’m just going to clear that for now, and show you the other way. I can enter in the client’s name if I want to so let’s go and do a search that way and there’s Caleb’s name there. Or I can also check, let’s clear that. Just a little issue with that clear button. Let me go to the view a client SCORE. In the training database it sometimes has some little gremlins or could be definitely operator error. So let’s go into here, I’m just going to go back to the search criteria back to the view client SCORE, enter my activity.

What I can also do one of the new fields here is if I’ve got a client that hasn’t got a SCORE yet and I want to just check that I can tick this client has no SCORES checkbox. I can tick that, select search and all the clients that do not have a SCORE present will be listed here. Let’s just go back to view a client score. What I want to do is show you something, another feature of this as well. If I select the search button as shown previously, it will list everyone that has attended that activity. It will list them here, whether they have a SCORE present or not. You’ll notice next to Elwood’s name he’s got a SCORE present because that is a score icon saying that it’s present now. I can’t add a score from that icon there but what I can do is if I want to, notice that these column headings have got those little up-and-down ascending or descending icons there so I can actually click this if I want to bring those that have got a SCORE present up or down depending on what I’m looking for. So just another feature there, a new column that has been added.

Now I want to add a score for a person here who attended this activity so I might go in and use Trent here, I’ve got his details so this is a new column of Add a SCORE, so I will go in and select the add hyperlink. Add a SCORE, find a session. We are selecting which particular score type we are going to use that in this case, is circumstances. That search field becomes open now so I can select search to find the particular session that he has attended. He has only attended one session here 0006, so we are going to go next.  Because that has automatically ticked, so I’ll go next. I’m now going to do my score recording here. We are going to have that this was a validated outcomes tool by practitioner, making one of those choices there, and I will just select what areas the domains are there for that circumstances service type for SCORE as to what the client is working on or what he’d like to achieve while accessing the services. 

Now the updates, we did discuss the updates to the score names and everything else like that. They have actually been made to ensure that SCORE has a broad applicability across a range of programs that use the data exchange. They are taken into account the different methods of actually recording SCORE so we are just going to add some different ones here. Go next and submit. If I go back to the view a SCORE and just to show you for this demonstration we will go back and find Trent’s record. There is Trent Smithers, he now has that SCORE icon added in there so he’s got a SCORE there.  

They are the different areas that have changed within the web-based portal. We have got those optional data items that we found and we looked at there in the add a client case in session. We also had a look at the add a client score and the view clients score. It has been a quick demonstration this afternoon of those particular items.

Now what we do have is the task cards that are available on the data exchange website under the training resources tab. They have all been updated with the latest screenshots and information so you are able to go through and access those to actually see the process of how to add the SCORE, view the SCORE, et cetera. We do also have two new task cards in that range. The partnership approach data items and also the system enhancements data items task card. They provide a listing of the changes for you as well so you can see them there.

As I mentioned, the Appendix B has been updated to include these items in the specific program advice and the protocols will be updated shortly to include these changes. A reminder about the report, you are probably wondering when the reports will be updated to reflect the changes. They are on a date to be determined. Our reporting team is working on those at the moment, so we will let you know when those reports are ready with the new changes as well. That completes the demonstration we have of those changes.

What we will do is we might just pause the screen here, we will go back to the presentation and I actually do have a poll for you as well. Let’s get to this new poll and we will launch that there.  Okay so do you think the enhancements will be useful? Yes, no or unsure. I’ll just wait a few more seconds, another 10 seconds. We have got quite a high number coming through, so thanks everybody for your participation. Okay terrific so I’m going to close that poll and we will share the results. Okay so we have 79% of you who think the enhancements will be useful, a small percentage of you saying no, and 19% saying unsure. So that is fine, once you go through using those things, see how you go and please provide us with feedback. I will just hide that now and go back to the screen because we have got our contact details there. If you have suggestions or feedback on the enhancements that have been made or different ideas on what else we can do. Please send them in to We would be happy to hear from you, we do get a lot of feedback and we really do investigate if these things are possible. Some of the feedback we have implemented includes some of the SCORE name changes you have seen. Again the information is available on the website, and just a reminder to subscribe to keep up to date with any data exchange news. 

Let’s take a look at some of the questions that have come through. If you find by the end of the session we haven’t responded to your question we will get back to you after the session. There will be some time after the webinar here, we will have radio silence but the webinar will be open for you to send some more questions through.

Okay, let’s just have a look here. Can you edit a SCORE? That’s a really good question. The answer is yes, you can edit a SCORE at anytime within a reporting period. Obviously what you would do there is go to the SCORE record and you would open it up. The view a SCORE task card actually has an edit a SCORE information in there. You can have a look at the information in that task card and it will show the steps on how to do that. Thank you for that question.

Can you search by client number in the find field? Yes you can search by client name or client id as well. I was just demonstrating searching by client name and session id number. That’s the beauty of that find field is that you can either use alphabetical or numerical search options. So thank you for that question. 

Okay let’s have a look at some more, can you delete the end date if you need to enter another session?  So thank you for that question. Yes, you can amend the end date. It can either be edited or deleted at any time. We just want to let you know you can continue adding sessions that occurred before the case end date, even if you have closed the case. If you close the case on the 10th of October you can still enter in sessions to that date, but you just can’t enter in any sessions after the end date. You will need to actually edit or delete the end date for the case. We have got information on how to end a case, open a case in the find and edit a case task card. 

I will look at some more. Is there a way of getting a report that lists all your clients attached to an activity by name? Due to client privacy we are unable to report on individual client names. Thank you for that question but just with client privacy we are unable to do that.  Remember too as I mentioned earlier, the reports will be updated at a date to be determined, the reporting team are working on that moment. Updating all those additional optional fields as well as the SCORE name changes as well. 

A lot of questions here. Are you required to add a score to every session? We do recommend adding a score at the start of the service and every 3 to 6 months depending on the service. It’s really good to add the SCORES at regular intervals because in that way you can see the outcomes that the client is achieving overtime by accessing your service.  So thank you very much for that question. 

In regards to the score data do you do we enter a second score entry to reflect a clients improved circumstances after they presented in the office for assistance. Yes, you do, we do encourage organisations to record a score assessment sometime towards the beginning of service and also the end. Very similar to what we had for emergency relief and other one-off instances of service you can record two score assessments against the one session if there’s been an outcome delivered there. That’s really important to add the SCORE so that you can see the outcomes again that your client is achieving over time.

Should a separate SCORE be added to every program a client is connected to? So certainly, yes, that would be a really good idea because in that way you can see the outcomes that have been achieved for that particular program for that client. You would add it there at the session level, so you would have one at the beginning and then one towards the end. If it’s a long service you would have it at periodical intervals to gauge the outcomes being achieved. 

Okay, so thank you for those questions. Any further questions can be sent to   

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This webinar provides insight for web-based portal users after the recent system enhancements to the Data Exchange portal.

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