Knowledge Base
Careview
CareviewCareview Connect
Careview ConnectCareview Advantage
Careview Advantage
Recent Articles
Get ready for Advantage 2.0
With Advantage 2.0 coming on Friday 17th April 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 ...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 ...Advantage 2.0 User Guide: Mobile app
Welcome to the mobile version of the Advantage 2.0 application. This guide walks you through the key features and functions available in the mobile app, with a focus on navigating service contracts, budgets, invoices, and statements. You can access ...Advantage 2.0 Invite Process
We've changed the invite process for Advantage to support the introduction of a desktop version. This change now means that all users have separate logins to view the data they have been given access to. Important: If the relationship email address ...Advantage 2.0 FAQs
Can I now access Advantage via desktop? Yes! You can access it from any device mobile, tablet or desktop computer. Will I be able to view Funding Component/Funding period info? Yes, this will be included in Advantage. Can I use my old Advantage login ...
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 ...Careview Connect Overview
Careview Connect is a web application that has been designed to enable Careview organisations to share information with other Service Providers. One example of how it can be used is to enable Plan Managers to share information with Support ...