Careview - Client Funding

About Service Contracts

Set up a Service Contract for all Clients who receive your services under Client Funding in Careview.  A Service Contract shows the Client’s approved funding for a specific period of time. It also contains the Client’s budget information, which Careview updates as invoices and case notes are entered into the system.

It’s best practice in Careview to only have one active Service Contract for each Client. Depending on your own business process, when a client recieves a new plan you can make the existing Service Contract inactive and then create a new one for the Client’s new NDIS Plan, or if they receive a plan extension you can simply extend the Service Contract End Date if you prefer.

A Service Contract contains:
  1. Plan Budgets
  2. Service Supports
  3. Delivered Services
  4. Case Notes (for Support Coordination purposes only).
  5. Service Provider Category Budgets
  6. Funding Notes
Historical Service Contracts are accessible from the Client Funding related list on the Client Profile.


    • Related Articles

    • Create a Client Funding Report

      Use the following steps to create a Report using available fields from the Client Service Contract. 1.     From the Main Menu, select Reports and then click on Client Funding. 2.      The Client Funding Report selection screen displays. The screen ...

    • Edit a Funding Note

      How to Edit a Funding Note from a client's Service Contract 1. Go to CRM then Clients 2. Find the specific client 3. Once in the client's profile select Client Funding 4. Select the required Service Contract 5. In the Service Contract scroll down to ...

    • Creating a service contract

      To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...

    • Edit a Service Contract

      If you need to make any changes to a Service Contract, use the following steps. 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 below the ...

    • Create a Service Contract

      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 below the Client Details, click New. 3.      The Create New Contract screen displays. ...