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 the mobile app via https://advantage.careview.io/ on your device’s browser or by scanning the QR code listed within the webapp account drop down menu:
Dashboard
Upon logging into the app, you'll land on the Dashboard, which displays your New / Active Service Contracts.
To view past or inactive contracts, use the Active/Inactive toggle located at the top of the screen.
Selecting a Service Contract
- Service Contract Status
- Remaining Amount
- Plan Manager Details
- Total Budget
- Delivered Amount
- Start and End Dates
- Usage Summary Graph
Plan Budgets
Under the Plan Budgets tab, you can view a breakdown of the budgets within your plan, including:
Category Name
Remaining Amount (with percentage used)
Total Budget
Delivered Amount
Stated Support status
Funding Components
The Funding Components tab shows how your plan is distributed by Components and Periods.
Here you can view:
Funding Component Name
Number of Funding Periods
Current Active Period
Total Funding Amount
Delivered Amount
Remaining Available Funds
To view all Funding Periods within a component, tap View All Funding Periods.
The below will display
Provider Budgets
If your Service Contract includes Service Provider Category Budgets, these will appear under the Provider Budgets tab.
Note: Not all NDIS plans include this section.
You’ll be able to view:
Service Provider Name
Associated Budget Category
Total Budget
Delivered Amount
Remaining Amount
Service Supports
Service Supports set up in your Service Contract will appear under the Service Supports tab.
This section displays:
Support Item Name
Item Number
Support Category
Total Budget
Delivered Amount
Remaining Amount
Stated Support status
Delivered Services
As invoices are processed, delivered services are listed under the Delivered Services tab.
You’ll see:
Service Provider
Item Number
Support Category
Total Budget
Delivered Amount
Remaining Amount
Stated Support status
Delivered services are grouped by month. Tap on a month to view all services delivered during that period.
Invoices
In the Invoices section, you can view, approve, or decline invoices created by your Careview Plan Manager (if these settings are enabled).
To access invoices, tap the Invoices icon on the bottom menu.
Invoices are grouped by month. Tap any invoice to view its details.
Invoice list
Open Invoice View
If the invoice is Pending, you can:
Approve the invoice
Decline the invoice (with a reason)
View Attached Invoice (if included by your Plan Manager)
How to Approve an Invoice
Open the invoice.
Tap Approve.
Confirm your approval.
Once approved, your Plan Manager will begin the claiming process.
How to Decline an Invoice
Open the invoice.
Tap Decline.
Enter your reason (by text or voice).
Select Decline Invoice to confirm.
Your Plan Manager will be notified of the reasons provided. If the PM has a certain setting enabled, the Service Provider on the invoice will also be notified of the decline reason.
Invoices with prior approvals or declines will display their full history and any changes via the dropdown menu.
Monthly Statements
The Monthly Statements section displays all monthly statements emailed to you by your Plan Manager.
To access, tap Statements in the bottom menu bar.
Here, you can:
View all past statements
Open a statement within the app
Download a statement to your device
Notifications
Your notifications are accessible via the bottom bar.
If you select one of the notifications, the invoice that needs to be approved will open for you to address. You will be sent a reminder SMS if the invoice isn’t approved within 24 hours. If no action is taken, a final reminder SMS is generated in 72 hours.