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.

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    • 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 ...

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