Careview - Client Funding

About Delivered Services


A Delivered Service record is created each time you enter a Service Provider invoice into Careview (via the Invoice Entry screen) or when you create a billable Case Note from the CoS Client Coordination screen.

Careview uses the Delivered Service records to generate the PRODA .CSV file, as well as the extracts for MYOB or Xero.

You can also create a Delivered Service manually although this is not the recommended approach for day-to-day invoice processing. New Careview clients however may need to manually create the records to put the Plan Budgets in balance with what has already been claimed in PRODA.

    • Related Articles

    • Delete a Delivered Service

      Use the following steps to delete a Delivered Service record. 1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.       In the Client Funding table, click Open on the ...

    • Edit a Delivered Service

      Use the following steps to edit a Delivered Service record. Editing a DS record that is related to a case note e.g adjusting hours to a QTY value may cause errors when trying to run the CoS Case Note Report 1.        Open the Client Profile record ...

    • Create a Delivered Service

      Use the following steps to manually create a Delivered Service record. Creating a Delivered Service manually, instead of creating an invoice via the Service Entry function, is not a recommended approach for day-to-day invoice processing. New Careview ...

    • Client Summary Statement - Paid Invoice Summary - Report on Paid Services Only Option Selected

      Please refer to the following information for an explanation of how the statement is configured and data is presented in the following Statement Content, where the Paid Invoice Summary and Report on Paid Services Only statement options are selected. ...

    • Create a Delivered Service Report

      This article explains how to create a Delivered Service report for a participant. 1.      Click on CRM > Clients 2.      Search for participant name and select. 3.      Open the Service Contract in the Funding table. 4.      Scroll down to the ...