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Recent Articles
Understanding available funding when a Service Provider Category Budget is Not Distributed
This article explains how Careview checks available funding when a Service Provider Category Budget (SPCB) has not been distributed across Funding Periods. When this applies This applies when a participant has: a Plan Budget with Funding Components ...FAQs: NDIS Suffix Codes (_CA, _NF, _PT, _TH, _RR)
This article answers frequently asked questions about how NDIS suffix codes and special claim types are used by Support Coordinators and Allied Health Professionals within Careview. What has changed? From 1 July 2026, the NDIA introduced suffix codes ...How to Enable Notifications for Advantage (Google Chrome Browser)
1. Login to the app using the advantage.careview.io 2. Click on the profile icon 3. Enable the Push Notifications by selecting the tick icon 4. A pop-up will appear in your browser asking you to allow notifications. Click Allow when prompted: 5. Once ...Get ready for Advantage 2.0
Advantage 2.0 is now available, we want to make sure you're prepared by sharing answers to some commonly asked questions and user guides. Advantage 2.0 is a brand new platform we've built based on your feedback so there will be a bit of a transition ...Advantage 2.0 Client User Guide: Web Portal
The Advantage application is now available as a web portal and mobile app. This guide covers the web portal. To support accessibility this version is screen reader compatible and supports light and dark mode. NOTE: If you are a relationship record to ...
Popular Articles
Create Monthly Plan Management Invoices
This process enables you to create all of your monthly invoices for your active Plan Management clients. This process does not create invoices for the Plan Management set up fee. PACE Funding Period Validation The system will now check for the ...Create a Client Profile
You need to create a new Careview Client Profile record for all of your clients, whether you are a Plan Manager, Support Coordinator, or you are providing direct support. Use the following steps to create a client profile. 1. Click CRM in the ...How to set up Careview Advantage Access for participants.
This article explains how to set up Careview Advantage access for a participant. 1. Go to CRM and select the participant you would like to give Advantage access to. 2. In the client profile click on the Advantage Access button. 3. ...Set up a Support Coordination Client
This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...Sentinel User Guide
Summary Sentinel is our alert notification system that is designed to give you proactive insights into different types of data events that occur in your Careview environment. Sentinel is designed to give our clients real time alerts for specific ...