Community Heart › Client Voices for financial mentors

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Free

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Welcome to the Client Voices training course. This course will help you understand and use Client Voices our client management system.

An introductory course for financial mentors using Client Voices. This course takes learners through all parts of Client Voices that financial mentors are expected to use. Ideal for inducting new staff, but also great refresher course for staff who are already using Client Voices.

In this course you will see:

Exercises

These are some exercises you can do so you can practice using the elements of client voices.

Important facts

These boxes contain important facts for you to remember.

Revision

In the revision pages you will get to revise the information to help you on your learning journey.

Module Timeframe

It is expected that each module will take approximately one hour to complete. That is 11 hours to complete the whole course.

We hope you enjoy your training.

Course Material

Module 1 - Introduction

1.1 – The origin story

1.2 – Important concepts

1.3 – The structure of records

1.4 – Application overview

Module 1 Revision

Module 1 summary

Module 2 - My profile

2.1 – Navigate to Client Voices

2.2 – Get access

2.3 – Log in

2.4 – Edit your profile

2.5 – Exercise – Demo login

Module 2 summary

Module 3 - Adding a new client

3.1 – The client record

3.2 – Create a Client Record

3.3 – Edit the client record

3.4 – Find my client

Module 3 Revision

Exercise – Create a client record

Module 3 summary

Module 4 - The client case

4.1 – The client case

4.2 – Create a new client case

4.3 – Client case notes and files

Module 4 Revision

Exercise – Create a new client case

Module 4 summary

Module 5 - Sessions

5.1 – Sessions

5.2 – Create a session

5.3 – Overview of the session page

5.3 – The session table

Module 5 Revision

Exercise – Create a session

Module 5 summary

Module 6 - The budget worksheet

6.1 – The Budget Worksheet

6.2 – Overview of the Budget Worksheet

6.2 – Print the budget worksheet

Module 6 Revision

Exercise – Complete the budget worksheet

Module 6 summary

Module 7 - Debt Schedule

7.1 – The debt schedule

7.2 – Overview of the Debt Schedule

7.2 – Add a debt to the debt schedule

7.4 – The ‘Creditor name’ field

7.5 – Debt amounts

7.6 – Creditor types and loan types

7.7 – Secured debt and debt collection

Module 7 Revision

Exercise – Add a debt item to the debt schedule

Module 7 summary

Module 8 - The alternative budget

8.1 – The alternative budget

8.2 – Create an alternative budget

8.3 – Print the alternative budget

8.4 – Delete an alternative budget

Module 8 Revision

Exercise – Create an alternative budget

Module 8 summary

Module 9 - Close the case

9.1 – Closing the case

9.2 – Closing the case in Client Voices

Module 9 Revision

Exercise – Close the case

Module 9 summary

Module 10 - Appointments

10.1 – Appointments

10.2 – Create an appointment

10.3 – Change an appointment to a no show

Module 10 Revision

Exercise – Log an appointment

Module 10 summary

Module 11 - Community Education

11.1 – Community Education

11.2 – Create a course

11.3 – Add attendees to a course

Module 11 Revision

Exercise – Create a MoneyMates course

Module 11 summary

FinCap Instructor

FinCap offers support to all budgeting and financial capability services in New Zealand, providing them with all the resources they need to help clients safely & confidentially.

Client Voices for financial mentors

Exercises

Revision

Module Timeframe

Course Material

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Client Voices for financial mentors

Exercises

Revision

Module Timeframe

Course Material

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