Top Bar

To access key client information and perform essential action

Client Profile - Top Bar

On the top bar, you will find key information about the client, such as:

  • Full Name

  • NRIC [click to copy]

  • Badges [hover to view details]

    • Remarks

    • Indicators

    • Red Flags

  • Sex

  • Date of Birth (Age)

  • Contact Number

  • Address (Housing Type)

You can also take several actions, such as:

  • Add Note

  • Add Sensitive Note (only for accredited social workers)

  • Within the button you can:

    • Add / Edit Remarks

    • Add / Edit Indicators

    • Add / Edit Red Flags

    • Request Info from Client

    • Create New Referral

Client Profile - Action Buttons

Remarks

Use remarks to share important information with anyone who has access to the client profile.

Remarks

Indicators

You can add various indicators related to the client, such as:

  • LPA (Lasting Power of Attorney)

  • ACP (Advanced Care Planning)

  • DPY (Deputyship)

Additionally, there's a free text field where you can note the completion date or any specific details related to these indicators.

Indicators

Red Flags

Red flags help highlight urgent or critical issues, particularly for other caseworkers. For example, you can flag behavioural concerns, violent tendencies, or any other critical information requiring immediate attention.

Red Flags

Request Info from Client

Clients can grant access to their information via Singpass. Once granted, their information will automatically populate in the client profile.

Step 1: Get the client scan the QR code.

Request Info from Client

Step 2: Client logs in with Singpass and grants access to retrieve their information.

Client - Landing Page
Client - Approve on Singpass
Client - Information Retrieved Successfully

Step 3: Refresh the profile to see the newly populated information.

Information retrieved successfully

The QR code will remain valid until the client submits their information.

If personal particulars are retrieved via Singpass, they will be read-only and cannot be edited, as these fields reflect official records for accuracy.

Create New Referral

Initiate a new referral for the client, with all their details pre-filled.

Create Referral within Client's Profile Page

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