•  1 Introduction
  •  Scope
    •  Who should use this document?
      • Download a local copy of this document
  • How to use this document
  • Glossary of terms
  • Show me
•  2 How to use Gambler’s Help Connect
  •  Logging on to Gambler’s Help Connect
    •  Your Gambler’s Help Connect homepage
      • Notification pane
      • Navigation menu
  •  Gambler’s Help Connect pages and fields
    •  Pages
      • View mode
      • Edit mode
      • Fields
      • Predictive search
  • Changing your password
  • Lists, searches and filters
  •  Case, client and organisation names and numbers
    •  Cases and case types
      • Client cases
      • Non-client cases
    •  Case stages
      • Stages for client cases
      • Stages for non-client cases
  •  Lists
    • Overdue cases
    • Incoming cases
    •  My Cases and My Activities
      • My Cases
      • Family therapy cases
      • My Activities
  •  Searches
    • Keyword searches and wildcards
    • Cases
    • Client searches
    •  Name searches
      •  Whole name search
        • Surname search
        • Given name search
        • UR number search
        • Phone number search
        • Merged clients and other identifiers searches
      •  Searching for a client record
        • The client action icon
      • Organisations
    •  Activities
      • Running an activity search
    • Issues
    • Documents
  •  Using search filters
    •  The filters
      • Match all or match any
      • Exporting a search result
      •  Filtering a list or search
        • Filter list for client cases
      •  Filter list for community education cases
        • Filter list for venue support workers
•  3 Connect for counsellors, telephone counsellors and financial counsellors
  •  Client cases - key concepts
    •  The single client record
      •  Client and case records
        • Client and case records – what’s in them?
    • The pathway to service
  • Agencies and teams
  •  Creating case and client records
    • Therapeutic or financial counselling cases
  •  Creating a therapeutic or financial counselling case for a new client
    •  Create the client record
      • Identity and contact preferences
      • Counselling
      • Other demographic information
      • Justice Clients
      • Self exclusions
      • Save the client record
    •  Complete the case record
      • Case
      • Counselling
      • External referral
      • Issues
      • Assignment
      • Schedule activities
      • Stage
      • Receipt
  •  Creating a case for a client with a history at another agency
    •  Conduct the client search
      • Create the case
  •  Creating a case for a client with history at your agency
    •  Conduct the client search
      • Create the case
  •  Callback cases
    •  Creating a callback case
      • Create the client record
      • Complete the case
  •  Anonymous cases
    • Creating an anonymous case
  •  Working with families
    • Family cases – points to consider
    • Creating a family case
  •  Group cases
    • Creating a group case
  •  Recovery Assistance Program cases
    •  RAP and the GST
      • Reviewing a client’s RAP history
      • Creating a RAP case
  •  Recording the Client Outcome Survey (COS)
    • About the Client Outcome Survey (COS)
    •  Processing a COS1
      • Cancelling a COS 1
    •  Collecting the COS 2 and 3
      • Reviewing a COS record for a client
    • Monitoring the Pending COS list
    • Processing a COS2 or 3
    •  Recording unsuccessful COS calls
      •  Process overview
        • If the client doesn’t answer or you leave a message…
        • If the client answers and asks you to call back later…
        • If the phone number is disconnected or wrong
        • If the client doesn’t want to participate
  • Recording activities for client cases
  •  Activity types and subtypes
    • Activity notes
    •  Scheduled activities and SMS reminders
      • Activity reminders
      • Activity documents
      • Activity calendar
      • Activity duration
    •  Processing activities
      • Processing an unscheduled activity for a therapeutic or financial counselling case
      • Scheduling an activity for a therapeutic or financial counselling case
      • Setting reminders for an activity
      • Rescheduling activities
      • Completing a scheduled activity for a therapeutic or financial counselling case
      • Processing an anonymous activity
      • Processing activities with multiple staff
      • Processing activities for a family therapy case
      • Processing activities for group case sessions
      • Cancelling a scheduled activity
      • Cancelling a saved activity
    •  Recording a no show
      • Recording a no show against a scheduled activity
      • Recording a no show as a new activity
    • Attaching documents to activities
  • Managing cases
  •  Linking cases
    • Creating a new linked case
    • Creating case links in an existing case
    •  Managing issues
      • Recording issues
      •  Reviewing issues
        • Editing issues
    •  Managing documents
      • Adding a document
      • Downloading a document
    •  Using document templates
      • Generating a template document
    •  Closing cases
      • Closing a therapeutic or financial counselling case
      • Closing a group case
•  4 Connect for practitioners
  •  Key concepts for Gambler’s Help practitioners
    • Client and case records
    • The single client record
    • Practitioner cases
    •  Practitioner referrals
      • Practitioner inward referrals
      • Practitioner outward referrals
  •  Creating practitioner case and client records
    • Practitioner cases
  •  Creating a practitioner case for a new client
    •  Create the client record
      • Identity and contact preferences
      • Counselling
      • Other demographic information
      • Justice Clients
      • Self exclusions
      • Save the client record
    •  Complete the practitioner case record
      • Case
      • Counselling
      • External referral
      • Issues
      • Assignment
      • Schedule activities
      • Stage
      • Receipt
  •  Creating a practitioner case for a client with a history at another agency
    •  Conduct the client search
      • Create the case
  •  Creating a practitioner case for a client with history at your agency
    •  Conduct the client search
      • Create the case
  •  Practitioner callback cases
    •  Creating a practitioner callback case
      • Create the client record
      • Complete the case
  •  Anonymous cases for practitioners
    • Creating an anonymous practitioner case
  •  Working with families in practitioner cases
    • Family cases for practitioners – points to consider
    • Creating a practitioner family case
  •  Practitioner group cases
    • Creating a practitioner group case
    • Creating an anonymous practitioner group case
  •  Recovery Assistance Program (RAP) cases for practitioners
    • Referring a practitioner client for RAP
  • Recording activities for practitioner cases
  •  Practitioner activity types and subtypes
    • Activity notes
    •  Scheduled activities and SMS reminders
      • Activity reminders
      • Activity documents
      • Activity calendar
      • Activity duration
    •  Processing activities
      • Processing an unscheduled activity for a practitioner case
      • Scheduling an activity for a practitioner case
      • Setting reminders for a practitioner activity
      • Rescheduling practitioner activities
      • Completing a scheduled activity for a practitioner case
      • Processing an anonymous practitioner activity
      • Processing practitioner activities with multiple staff
      • Processing practitioner activities for a family case
      • Processing activities for practitioner group case sessions
      • Cancelling a scheduled practitioner activity
      • Cancelling a saved practitioner activity
      •  Recording a no show for a practitioner activity
        • Recording a no show against a scheduled activity
        • Recording a no show as a new activity
      • Attaching documents to practitioner activities
  •  Managing practitioner cases
    • Managing issues in practitioner cases
    • Managing documents for practitioner cases
    • Using document templates
    •  Closing cases
      • Closing a practitioner case
      • Closing a group case
•  5 Connect for venue support workers
  •  Key concepts for venue support workers
    • Types of cases
    • Venues
    •  Activities
      • Training content activities
    • Some common terms
    • Agencies and teams
  •  Creating cases
    • Creating an annual venue based case
    • Creating an ad hoc case
    • Non-plan based cases
  •  Recording venue support worker activities
    • Processing an activity
    •  Scheduling an activity
      • Setting reminders for an activity
      • Rescheduling activities
      • Completing a scheduled activity
    •  Processing activities for cases with more than one venue
      • Recording training feedback
    • Attaching documents to activities
    • Cancelling a scheduled activity
    • Cancelling a completed activity
  •  Managing cases
    •  Attaching documents to venue support cases
      • Downloading a document
    • Closing venue support cases
•  6 Connect for community education workers
  •  Key concepts for community education workers
    • Types of cases
    • Organisations
    • Activities
    • Some common terms
  •  Creating cases
    •  Community education cases for schools or sporting clubs
      • Creating a new organisation record for a school
      • Creating a new organisation record for a sporting club
      • Creating a community education case for a school or sporting club
    •  Service promotion cases
      • Creating a service promotion case
  •  Recording community education worker activities
    • About activities
    •  Recording a completed community education case activity
      • Recording participant feedback
      • Activity notes
      •  Scheduling an activity
        • Scheduling an activity in the case record in edit mode
        • Scheduling an activity in the activity record
      • Viewing activities
      • Activity statuses
      • Rescheduling activities
      • Cancelling a scheduled activity
      • Cancelling a completed activity
  •  Managing cases
    •  Attaching documents to community education cases
      • Downloading a document
  •  Using document templates
    • Generating a template document
    • Closing community education cases
•  7 Managing integrated service cases
  • About integrated service cases
  •  Creating an integrated service case
    • Establishing a new integrated service case
    • Defining the goals for an integrated service case
    •  Maintaining integrated service cases
      • Case status
      • Goal status
      • Updating case status
      • Updating goal status
      • Closing an integrated service case
    •  Using document templates
      • Generating a template document
  •  Integrated service activities
    •  About integrated service activities
      • Activity types
      • Goals
    •  Recording an integrated service activity
      • Scheduling integrated service case activities

Document InformationOwnerGenevieve EndeanAuthorBill LeggeAudienceGambler's Help local services, Gambling Helpline, Gambler's Help In-language and Aboriginal services, GHC Project team

Recording an integrated service activity