Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Adding a Client - NZ
TABLE OF CONTENTS
- Adding a new Client to Chintaro
- Adding information to the empty Client screen
- Video: Clients: Adding a Client
Adding a new Client to Chintaro
Once in the Client Search Screen, (Home Screen> Clients> Manage Clients) to add a new Client, click the button in the buttons at the top of the screen. This will open an empty Client screen:
The Client screen is separated in to a number of sections:
General: The General Section contains General information about the Client, such as their name, referral and contact information.
Demographics: The Demographics Section contains Demographic information about the Client and is used mainly for Statistical Reporting.
Income: The Income Section contains the Income details relevant to the individual. This section is used to record the incomes used in rent calculations and contains necessary fields for the Centrelink Confirmation e-Services.
Contacts: The Contacts Section is where you can record information about agencies that are providing varying types of support to your Client and their Next of Kin.
Complaints/Incidents: The Complaints/Incidents Section is where you can raise incidents involving this client and view existing incident history.
Tags & Alerts
Tags & Alerts: The Tags and Alerts section is where you can add specific characteristics to Clients, to group your Clients in different ways.
Arrears Actions: The Arrears Actions section will be updated with Arrears Actions that you take, if the Client becomes a Tenant in Arrears.
Related Links: The Related Links section enables you to add a hyperlink in Chintaro regarding a Client file/folder on your network. Chintaro does not store documents or pictures in the database itself, but you can use the Related Links section to link to a file or folder on your network.
Processes: The Processes section is where you can see the status of your internal processes involving this client such as the Application process
Notes: The Notes Section is where you record case notes about the history you have with your Client, and where the system will automatically make Notes about the Client (EG Change of Address).
Client Functions: The Client Functions are the blue buttons at the top of the Client Record. These include Functions for Barring Clients, recording the Housing History of your Client, Adding Tags, SMS, Email and Word Merge capabilities, Adding Residency Links, Make Bookings for Out Care Organisations, Disability details, Confirmations received from the Client and , Income Details (the Default View on the Client Record), the Waiting List function to add the Client to the Waiting List and the Create Tenancy Function.
Adding information to the empty Client screen
When adding a new Client to Chintaro, it is recommended that you move through the fields in order, starting at the top left hand side of the screen and moving down then across to the middle section, etc (General > Demographics > Income > Support Agencies > Tags / Alerts > Related Links > Notes).
When you enter information to a field, and press <TAB> , <ENTER> or click elsewhere, the data will be saved. Only add data in the screen that you know and that is relevant to your Organisation. Once something has been entered, it is assumed that it is correct. You can skip fields if you are unsure, and come back to the Client screen at a later time.
NOTE: To move easily between fields in Chintaro, press <ENTER> or <TAB> even if no value is entered. You can manually click between fields, but this slows down data entry.
Click here to view the next Solution for the Client Screen General Informationto see what all of the fields mean.