Using the DSS DEX functions in Ivo

The "DSS" tab on the "Manage Clients" screen
When the DSS DEX is enabled in Ivo, the "DSS" tab will be visible for all clients that have an advocacy issue record in a relevant funding sour...
Mon, 9 Oct, 2017 at 10:14 AM
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 (dependi...
Wed, 11 Oct, 2017 at 10:25 AM
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, ...
Tue, 3 Jul, 2018 at 10:10 AM
DEX Data Review Functions
To upload a DEX report to the portal, we first need to get the data updated such that it is as complete as possible (i.e. filling in all the mandatory field...
Tue, 3 Jul, 2018 at 10:10 AM
Generating and Submitting DEX Report
Once you have completed reviewing your organisation's data, you can proceed to the next step i.e. generating and submitting the DEX report. Firstly...
Tue, 3 Jul, 2018 at 10:30 AM
Client Review Screen
The first review screen, Client Review, deals with updating all the mandatory fields and vital information of a client. When you click on the DEX Client Rev...
Tue, 3 Jul, 2018 at 10:13 AM
Service Type Review Screen
The second review screen, Service Type, deals with updating the Service Type of all the client cases. At first, you will be able to see this screen upon cl...
Fri, 29 Jun, 2018 at 4:46 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...
Fri, 29 Jun, 2018 at 4:43 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 File" ...
Mon, 2 Jul, 2018 at 4:04 PM