BTF Centre — Integrated Client Service Protocol (ICSP)

📅 Recent Appointments

📊 Workflow Status

📈 Active Cases

📅 Appointments

All

Pending

Today

Completed

📝 Client Registration

👥 All Clients

💳 Payment & Invoices

🏃 Physical Health & Function Assessment (PHFS-28)

🧠 State of Being Profile & Deductor Load Inventory (SBP/DLI)

🏢 Organizational Wellbeing Pulse SurveyCorporate Clients Only

🩺 Service Delivery

⭐ Client Satisfaction Index (CSI)

📋 CSI Review

📁 Case Management

🔬 Advanced Assessments

🧒 Child Assessment

🎯 ADT

⚡ PTSD

🧩 IQ/EQ

🔗 Referrals

📊 Assessment Summary

💰 Revenue Summary

📈 CSI Satisfaction Trends

👤 User Management

🛡️ Role Management System Developer only

Add new ICSP role codes here. New roles inherit the menu of the bucket you assign them to (the built-in roles control which sidebar each user sees). Built-in roles cannot be deleted.

🗂 Invoice Archive System Developer only

Invoices appear here automatically 30 days after their issue date. They are read-only — re-print or email-share only.

💞 Partner Compatibility Assessment

The Partner Compatibility Assessment runs inside ICSP. Responses entered here are saved by the assessment tool itself — not in the ICSP client record (yet). Use the in-tool export to capture results.

🔎 Audit Trail

📑 My ReportsYour assessments & session reports

📚 Assessment Guide — Steps, Scoring & Interpretations

🔄 ICSP Workflow

This diagram shows the complete ICSP workflow from appointment booking to case closure or escalation.

Organization

Position/Title

One organisation, one package, one combined invoice. Add the company details and roster of participating employees below — all participants share the same package and roll up under a single corporate invoice (no per-person personalisation or separate billing).

Select one corporate package below. The flat package price covers ALL participants — there is no per-person uplift. Optional add-on services may also be included on the same invoice.

Add every employee who will participate in this package. Each gets their own assessment access linked to the corporate account; pricing remains the flat package rate.

Closed Client IDs remain on file. Use this screen to reopen the previous case or start a brand-new case under the same Client ID — the original record and history stay intact.

Set a new password for your own account. You will use it the next time you sign in.

Update this user's profile. To change the password, close this dialog and use 🔑 Reset Pwd.

Comprehensive Child Assessment Addiction Diagnostic Tool (ADT) PTSD Assessment IQ & EQ Assessment External Referral