Nightingale now exposes the Internal Record # field in more client-facing grids, exports and reports, making it easier to distinguish between clients who share the same name.
What’s changed
This update expands where Internal Record # can be viewed across Nightingale so teams can identify the correct client more confidently when working on screen or from exported data.
The highest-priority areas covered in this release include:
Clients > All Clients (New)
Clients > All Case Notes
Key client reports and exports such as Alerts, Alternate Address, Alternate Contacts, Demographics, Leave, Medical Details and Plan Reviews.
The implementation also extends to a broader set of client-related Reports & Forms pages, including areas such as Client Allocated Units, Client Attendance, Client Funding, Client Received Services, Client Support Roster, VHC Claim Export and VHC Co-Payment Invoice Export.
How it works
You can show or hide Internal Record # in the same way as other available report columns. If the page can be exported, Internal Record # will also be included in the export when that column has been selected.
Internal Record # is not a new number created by this update. It is an existing client identifier stored on the client record and used to help distinguish one client from another. This is different from the Client Number recorded under Dashboard > Details > Internal > Client Number.
Where this has been added
The Internal Record # column has been added to the following areas:
Client screens
Clients > All Clients (New)
Clients > All Case Notes
Reports & Forms
Client Alternate Addresses Export
Client Alternate Contacts Export
Client Organisation Contacts Export
Client Allocated Units Export
Client Alerts Export
Client Attendance Report
Client Attended Shift Details Export
Client Current Balances
Client Brokerage Extract
Client Case Notes Export
Client Case Notes Export (Overview)
Client Claims Report (NDIS Bulk Upload)
Client Claim Invoice Balances (NDIS Bulk Upload)
Client Communication Preferences Export
Client Demographics Export
Client Duplicate Shifts
DVA Community Nursing Claims
Client Funding Export
Client Global Contacts Export
Client Goals Report
Client Incorrect Contact/Email Export
Client Invoice Summary Export
Client Leave Export
Client Media Permissions Export
Client Medical Details Export
Client NDIS Rejections Export
Client No Services Export
Client Overlapping Shifts
Client Received Services Export
Client Plan Reviews Export
Client Supported Employee Competencies Export
Client Supported Employee Leave Applications Export
Client Supported Employee Support Hours Export
Client Supported Employee Timesheets Export
Client Support Funding Export
Client Support Roster Export
VHC Claim Export
VHC Co-Payment Invoice Export
Comments
0 comments
Article is closed for comments.