If there is no matching client record for the person, enter the required details about the representative, including the type of representative and whether they consent to register, and select ‘Register’. When adding a representative to a client record, you must indicate that consent has been obtained from all parties in order for the relationship to be established in the system. When creating an authorised representative for a client, you must scan and attach documentary evidence to the record, where applicable. representative’s This determines the extent to which the representative can act on behalf of a client. A confirmation message will appear at the top of the screen and the representative's details will be recorded in the client record. If you have added more than one representative, and you cannot see the information, select to Representatives. ‘Show all’ next How do I add a relationship? Assessors can also create and record additional relationships on the client record. The inclusion of additional relationships will ensure that the client record contains a wealth of important information about the client. It will also provide service providers with alternate contact details for the client in case they cannot make contact directly with the client. Follow the steps below to add additional relationships. From the 'Client Details' tab on the client record, view ‘Representatives’ details at the bottom of the screen. Select The page will be displayed. ‘Add relationship’. ‘Add relationship’
If there is no matching client record for the person, enter the required details about the representative, including the type of representative and whether they consent to register, and select ‘Register’. When adding a representative to a client record, you must indicate that consent has been obtained from all parties in order for the relationship to be established in the system. When creating an authorised representative for a client, you must scan and attach documentary evidence to the representative’s record, where applicable. This determines the extent to which the representative can act on behalf of a client. A confirmation message will appear at the top of the screen and the representative's details will be recorded in the client record. If you have added more than one representative, and you cannot see the information, select ‘Show all’ next to Representatives. How do I add a relationship? Assessors can also create and record additional relationships on the client record. The inclusion of additional relationships will ensure that the client record contains a wealth of important information about the client. It will also provide service providers with alternate contact details for the client in case they cannot make contact directly with the client. Follow the steps below to add additional relationships. From the 'Client Details' tab on the client record, view ‘Representatives’ details at the bottom of the screen. Select ‘Add relationship’. The ‘Add relationship’ page will be displayed.
qrg_2_-_registering_representatives_and_adding_relationships.docx