Advocacy
CRM — Activities
Activity log
| ID | Case | Type | Date | Notes | Status |
|---|---|---|---|---|---|
ACT001 | CASE001 | Phone call | 6/11/2026 | Discussed NDIS planning options. Client expressed concerns about funding allocation. | Completed |
ACT002 | CASE002 | Email correspondence | 6/10/2026 | Sent employment support resources and referral list to provider. | Completed |
ACT003 | CASE003 | In-person meeting | 6/8/2026 | Met with client and support worker at council office. Reviewed accommodation options. | Completed |
ACT004 | CASE004 | Follow-up call | 6/5/2026 | Confirmed case closure. Client satisfied with allied health access outcomes. | Completed |
ACT005 | CASE005 | Team consultation | 6/3/2026 | Escalation meeting with supervisor. Complex NDIS review requires external legal advice. | In progress |
ACT006 | CASE001 | Documentation | 6/1/2026 | Preparing formal submission to NDIS on behalf of client. | In progress |