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 (depending on the program) additional fields that must be completed -

Please note that the NDAP program has added a 'topic' field in addition to the 'service type' shown above. This is currently being added to Ivo and will be released in early November. The update will also include a special function to make reviewing file notes that are missing the above data (ie file notes created before updating) a fairly simple process.