Recent Articles
What to do when I see a ClientError_TokenExpired error?
If you click on a filter and you see the following error on any Powerview Report, simply refresh the page.
Reason for Exit Setting
Use the following steps to manage your Reason for Exit fields. The new Reason for Exit fields for selection will be available on the Edit Client Profile screen. Create a Reason for Exit 1. Click on Settings (Top right section of your screen when you ...
NDIS PACE Funding Components and Periods - Edit Funding Components and Funding Periods
To update an existing Funding Component and its associated Funding Periods, follow these steps: ? PLEASE NOTE - In the INTERIM period that development was occurring, we advised customers to proceed with standard process and to setup Plan Budget ...
NDIS PACE Funding Components and Periods - Create new Funding Components and Funding Periods
To create a new Funding Component, follow these steps ? PLEASE NOTE - In the INTERIM period that development was occurring, we advised customers to proceed with standard process and to setup Plan Budget categories for the FULL plan length. By ...
Referral Source Setting
Use the following steps to manage your Referral Sources. The new Status will be available in the following Careview functions; Create and Edit Client Profile screens. Create a Referral Source 1. Click on Settings 2. Under Clients, click on Referral ...