Using the DSS DEX functions in Ivo

The "DSS DEX" fields on the "Manage Clients" screen
When the DSS DEX is enabled in Ivo, the "DSS DEX" fields will be visible for all clients that have an advocacy issue record in a relevant fundi...
Tue, 14 Jan, 2020 at 2:44 PM
Additional file note fields for DEX enabled funding sources
When adding a file note to a client advocacy issue whose funding source is DEX enabled (eg. NDIS Appeals, NDAP, CHSP etc), there will be one or two addition...
Fri, 20 Dec, 2019 at 1:03 PM
Preparing and uploading a DEX report (overview)
A DEX report contains your organisation's data to be uploaded to the DSS Data Exchange (DEX). It is due by the end of both January and July each year, ...
Fri, 20 Dec, 2019 at 1:05 PM
DEX Data Review Functions
It is very important that all advocates ensure their data is as complete as possible before the DEX report is sent to the department. To do this, ...
Thu, 6 Feb, 2020 at 2:31 PM
Generating and Submitting DEX Report
Once you have completed reviewing your organisation's data, you can proceed to the next step, Generating and Submitting the DEX Report. Click the R...
Fri, 15 May, 2020 at 4:33 PM
Client Review Screen
The first review screen, Client Review, deals with updating all the mandatory fields and vital information of a client. You will need to click on the Sho...
Fri, 17 Jan, 2020 at 1:50 PM
Service Type Review Screen
The second review screen, Service Type Review, deals with updating the Service Type of all the client file notes. At first, you will be able to see t...
Thu, 6 Feb, 2020 at 2:24 PM
NDAP Topic Review Screen
The third review screen, NDAP Topic, deals with updating the NDAP Topic of all the client cases. At first, you will be able to see this screen upon clickin...
Wed, 5 Feb, 2020 at 2:44 PM
Upload DEX report to DEX website
1.  Login to the DEX website using your AusKey  2.  Click the "Uploaded files" link 3.  Click the "Upload New ...
Wed, 15 Jan, 2020 at 3:36 PM
Adding a new DEX Activity
Please note - the DEX test environment that 1024 has access to may be slightly different than the live environment.  If you find the below instructions are...
Wed, 15 Jan, 2020 at 2:56 PM