Note - these instructions refer to the Jul-2022 and onwards version of Ivo. They will be mostly applicable to earlier versions as well however.
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, click the “Show DEX Tools” button on the “Work” tab to reveal the various DEX review screens -
Then proceed through each of the DEX review screens -
2. Case Review
3. NDIS "Appeal Type" Review Screen
4. Region Review (under construction)
6. Referrals Review (under construction)
8. Interpreter Present (under construction)
9. Service Setting Review (under construction)
10. Records Without File Notes (under construction)
11. Clients Without SCOREs Screen (new in v22.7.x)
... and complete as much data as possible.
While this may seem a lot of work, each screen has been specifically designed around a single task and is fast and efficient for that task. This was deemed a better approach than creating a few very complex screens that would each handle multiple tasks.