Client Screen - General Information (NZ)

Modified on Wed, 22 Jun, 2022 at 2:49 PM

This solution details what each field in the General Section of the Client screen is used for:

Personal Information
Address, contact and other information

Personal Information

Field	Screenshot	Description
Title		Choose from drop down list (Mr, Mrs, Ms, Master, etc.) If the title is not in the Drop Down list, you have the ability to type it straight in to this field (EG Father/Sister)
CID		If you use another system to manage your Clients and they provide you with a Client Identification Number, use this field as a reference number to your Client's in the other system.
Given Name(s)		Enter the Client’s First Name and Second (Middle) Name, if applicable.
AKA (Also Known As)		If your client is known by another name, enter the name they are known as in this section. AKA will default to the Client’s first name, but can be overwritten with the Client’s preferred known as name.
Gender		Choose from dropdown list. NOTE: To update/add to this list, add to the table in System Maintenance > Reference Tables > Gender.
Referral		Records the service/Organisation that referred the Client to your Organisation, if applicable. All drop down lists in Chintaro are completely customisable by your Organisation. If the Referral Organisation you wish to select isn't in the drop down list, you are able to add it through System Maintenance> Reference Tables> Referral. Click here to view the Solution: Reference Tables.
Registration Date		The date that your Organisation first came in to contact with your Client (EG date on an application form). The Registration Date will default to today’s date but can be altered if you are entering a new Client historically.
Date of Birth		Enter the Client’s Date of Birth. When entered, the Client’s age will display below the Date of Birth. The Date of Birth field is also used for the Centrelink Confirmation e-Service functions.
Primary Tenant		Chintaro must have one Primary Tenant in each household. This doesn’t give any additional rights/responsibilities to the Primary Tenant, it's just the way the system works. If the Client is the Primary Tenant, leave the Primary Tenant = Yes box ticked, otherwise tick the No box and select the Client who is the Primary Tenant from the pop up box.

Address, contact and other information

Field	Screenshot	Description
Address		Entered when a Client is not currently tenanted with your Organisation. If the Client is a current Tenant, leave this blank – the address will be updated later when a Tenancy is created. When adding a new line of text in to a field in Chintaro (EG Address), you must hold down <CTRL> + <ENTER> for a new line. When you hold these keys concurrently, the cursor will move to the next line. Simply pressing <ENTER> will move your cursor to the next field and not create a new line.
City, Town, Suburb		Type the name of the City/Town/Suburb of your Client, or select from the drop down list. When adding a new line of text in to a field in Chintaro (EG Address), you must hold down <CTRL> + <ENTER> for a new line. When you hold these keys concurrently, the cursor will move to the next line. Simply pressing <ENTER> will move your cursor to the next field and not create a new line.
Contact Phones		Enter 1 or 2 phone numbers of your Client in the Contact Phone fields. Phone Numbers may be entered without spaces (0412345678) or with spaces for readability (0412 345 678). If you are using Chintaro to SMS your Clients, you need to have a valid mobile phone number in either field.
Email		Enter your Client’s Email address if they would like to receive Email correspondence from your Organisation.
Preferred Contact		Select your Client's preferred method of contact: Phone Call, Email, Mail or Text Message.
Kainga Ora Reg?		Tick the box if your Client is registered with Kainga Ora.
Kainga Ora Person Ref#		Enter the Client’s Kainga Ora Person Reference number, if applicable.
Target Group		Used if a Client presents as part of a particular target group that your Organisation is targeting EG Homeless, Aboriginal, Single Parents, etc.
Disability		A drop down list that can be customised to suit your Organisation where you can record a Client’s particular disability, if applicable.
Employment		Used to record your Client’s employment status.
Rent Area Override		Used in Rent Calculation by Australian Chintaro Users, if another State’s Rent Calculator is required.
Comments		Enter any general Comments about your Client in the Comments section. This will be information that you wish Chintaro users to see each time the Client record is opened. This differs from Client Notes, which builds up a history of Case Notes about a Client (Click here to view the solution: Client Notes).