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May 3

Client Administration Features


Edited: May 3

The client administration module has a number of features that can help you run and support your program as well as providing a high amount of control over who can view your clients.


Client Allocation

Client allocation allows you to allocate specific users to clients, giving them access if they did not already have it. Client allocation is enabled from the manage client options screen. This is accessed from Client Administration>Configuration>Manage Client Options


Users who have the allocation manager ticket have access to all clients and can allocate clients to other users. Users without the ticket can only see their allocated clients and unallocated clients.


For the highest amount of privacy, access to clients can be removed for all user roles except one (such as super users/system administrators). With this approach general users can only see clients that they are allocated to. The user role visibility for a particular client type is adjusted by editing the client visibility on the manage client options screen.



Client Checklists

Users can add checkboxes with custom text that must be ticked before proceeding to client creation. This could be used as an agreement form or for listing requirements that must be met before creating client in client admin


Template Sections

If you are using the client administration module, you have access to a number of predefined sections that you can bring into your client pages. These are added from Client Administration>Configuration>Design Registration Form


These sections are:


  • Relationships – Enables you to list client's family members and their relationship with them

  • Client Summary - A section for storing notes against different aspects of client interaction (Introduction, initial assessment, coordination, referrals and purchasing)

  • Purchase Orders – Enables you to link client records with purchase orders

  • Action Plan - A customisable section with it's own set of categories. Can be expanded upon to provide details of action plans

  • Clinical Information

  • Consent Details

  • Exit Information

  • Health Assessment and Care Plan Details

  • Interpreter – Section to store information about client's communication ability with fields available for interpreter address and contact details

  • Next of Kin – Section to provide next of kin details including address and communication details

  • Carer – Section for carer details including address and communication details

  • Financial Expenditure

  • Counselling Service

  • Identification and Membership

New Posts
  • Before you begin using the Client Administration Module it is important to know the following: New client types are added using the Client Administration Categorisation reference data table. Prefixes for your clients keys can be set using the custom fields manager (System > Custom Fields > Create and Maintain). The client key field is found in the base section of the client type you want to edit. Each type appears as a separate value in the 'Module' dropdown. The client configuration screen is used for adding and maintaining pre-built template sections, and other options such as maintaining the visibility of your clients Design Registration Form is used for adding fixed template sections to that client type. These cannot be edited Manage Feature Permissions manages the visibility and edit permissions of these sections Manage Client Options is used to set user role based visibility, client allocation and defaults for communication fields Manage Client Checklist is used for creating a checklist that will appear every time a client of that type is created Was this article helpful?