The panel has two tabs of its own: Details and Roster.
Details Tab
The Details tab is organised into collapsible sections. Click any section heading to expand or collapse it.
Client Information
Always expanded by default, this section shows the client's core contact and demographic details:
Email – The client's email address.
Phone – The client's primary phone number.
Address – The client's residential address.
Language – The client's primary spoken language.
Secondary – Any additional languages the client speaks.
Gender – The client's gender.
Date of Birth – The client's birth date, with their current age calculated automatically.
Start Date – When the client started receiving services.
Funding Information
This section contains the client's funding and billing reference details:
Funding Type – The client's funding program (e.g. SaH, HCP).
Classification – The client's remoteness classification (e.g. Non-Remote).
Level – The client's funding level or classification tier.
Referral Code – The client's referral code. Click the Edit button next to this field to update it.
ACN – The client's ACN number.
Payment Number – The client's payment number.
Care Recipient ID – The client's care recipient identifier.
Pension Status – The client's pension status (e.g. Full).
CRN – The client's Centrelink Reference Number.
Reference – An internal reference code for the client, also shown on invoices.
Everyday Living – The client's everyday living support budget.
Independence – The client's independence support budget.
Team and Preferences
This section shows the staff assigned to the client and any scheduling preferences:
Business – The organisation the client belongs to.
Care Manager – The staff member responsible for managing the client's care.
Scheduler – The staff member responsible for scheduling the client's shifts.
Preferred Staff – Staff members the client prefers to be scheduled with.
Do Not Send – Staff members who should not see this client in the Shift Pool. Use this to prevent specific staff from being offered or assigned to this client's shifts.
Medical Information
Allergies – Any known allergies for the client. This information is shown prominently across the system so attending staff are always aware before providing care. If no allergies are recorded, this will display "No allergies".
General Notes
A free-text field for any miscellaneous notes about the client that don't fit elsewhere.
Client Financial Details
This section stores the client's banking information for payment purposes:
Bank Name – The client's bank.
BSB – The BSB number for the client's bank account.
Account Number – The client's bank account number.
ITF Status – Indicates whether the client is In Trust For (ITF) status.
ITF Value – The ITF value associated with the client's account.
Roster Tab
The Roster tab shows the client's shifts for the current week, giving you a quick view of their schedule without leaving the page you're on.