Careview Advantage User Guide
Logging In for the 1st Time
Your Plan Manager or Service Provider will need to give you access to login into the app. You will receive an email with your Username (which is the NDIS Number) as well as a password. You can use these login details to set a 4-digit PIN, which you then use to log into the app, following the instructions under Setting Your Pin.
IMPORTANT: Please ensure if prompted that you give the app the required permissions as detailed below otherwise you will not be able to register your account. Device Permissions
Careview Advantage needs access to your device for the following reasons;
- To store your 4-digit PIN, which you set the first time you log in.
- To receive notifications if your Plan Manager is using the Invoice feature. You need to allow this access in order to Approve and Reject Invoices.
Please note Careview Advantage does not access or manage the calls you make from your Phone.
The Invoice feature also enables you to enter a decline reason using speech-to-text. You can decline this request if you do not wish to use speech-to-text.
Setting Your PIN
1. Tap to open the Careview Advantage App on your Phone.
2. From the Please Sign In screen, Enter your NDIS Number, Enter the Password provided in the Email and Tap on the Set PIN button.
Click on the Reveal Password button to check before tapping on Set PIN
3. From the “Please enter your PIN” screen, please enter a 4-Digit PIN of your choice twice to confirm, and Tap on the Save button.
Click on the Reveal PIN button to check before tapping on Save
If you wish to receive notifications, please tap to select Allow when prompted.
4. You will be automatically logged into the Advantage App.
If you register the same account on another device you must use the same PIN number.
Resetting Your Password
1. When prompted for a username and password, press 'Forgot Password'.
2. Enter the NDIS number, and then press 'Send New password'.
3. Provided the NDIS number is correct, login details will be sent to the email address recorded for that NDIS number.
Register Multiple Users
You can register multiple accounts, such as if you have children that have NDIS funding that is being managed by a Plan Manager.
1. Tap to open the Careview Advantage App on your Phone.
2. From the Home screen, Tap on the Register new client link at the bottom of the screen.
3. Follow the steps covered under “Setting Your PIN” (to set the 4-digit PIN for the account).
4. A new account added to the Home screen.
Switching Users
To switch to a different user, use the menu button in the top-right corner of the app, and then Logout.
PIN Reset
If you forget your PIN, please follow these steps to reset;
1. Tap Forgot PIN
2. Enter your NDIS Number and password.
Enter password provided in the Welcome Email. If you no longer have access to the Password, please either press 'Forgot Password' or contact your Plan Manager and ask them to Reset your Password.
3. Tap Set PIN button.
4. Enter your 4-digit PIN and then reenter to confirm.
5. Tap Save button.
Where you receive a message "Unable to Set PIN" or "Device Registration Failed", contact our support team for assistance (see Get Help from Careview Support).
Navigating Careview Advantage
1. Once you have logged into Careview Advantage the overview of your plan will display
2. To view the exact breakdown of your category funding use the Plan Budget tab.
Please note that declined invoices will still reflect against the 'Delivered' figure, until cancelled.
3. To view the Services within your plan use the Services tab
4. If required you can also view a overview of monthly funding use by selecting the Summary tab
The Services Hours Delivered displayed for a
month is the combined quantity among all delivered services
(invoice lines) that are part of invoices which were created during that
month and have been extracted / claimed.
5. If your organisation uses Advantage for invoicing approval and viewing. You can use the Invoices page to view past invoices or view pending invoices for approval
6. On the 'Pending' tab of the 'Invoices' page, a list of invoices will be shown which are able to be approved.
7. On the 'Approved' tab of the 'Invoices' page, a list of invoices will be shown which have been previously approved and have an invoice date within the month shown at the top of the page. You can change which month is shown, using the arrows on each side.
8. On the 'Declined' tab of the 'Invoices' page, a list of invoices will be shown which you have previously declined.
Approving, Viewing or Declining Invoices
1. On the 'Invoices' > 'Pending' page, press the 'Pending Approval' button.
2. You will have the option to 'Approve', 'View' or 'Decline' an invoice.
Please note that you will only be able to view the invoice, if your plan manager has attached a copy of the invoice document in PDF format.
3. Where no invoice attachment is available for the invoice, the 'View' button will be unavailable.
4. If you press 'Decline', you will be prompted to provide a reason for declining the invoice.
5. If your plan manager has the 'Auto Email Declines' option enabled in Careview, the service provider will then automatically receive an email notifying them the invoice was declined, and the decline reason. Please see an example of this email below.
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