Once signed into Careview, simply click on the Help Centre   icon, that is available from any screen within Careview.

The Help Centre Widget consists of the following 4 Areas.

a)      Home

b)      Knowledge Base

c)      Tickets

 

This is where you will find links to the Knowledgebase, the Most Viewed Articles and Recent Articles, where you may just find the answer immediately to what you need help with.

From here you will have access to browse the knowledgebase content of the Careview suite of Products.

 

 

For example, if you would like to see all Help Articles relating to the Client Funding functions in the Careview application, please follow these steps.

1.      From the Knowledgebase Tab, click on the Careview Category.

2.      Under Categories, click on Guides.

3.      Under Guides, click on CRM.

4.      Under CRM, click on Client Funding.

5.      From here you will find all help articles relating to all available functions that relate to the Client Funding feature.

6. Once you find the article you are looking for, click on the topic to view. To expand the article click on the expand icon next to the article topic.

 

 

Where you can't find the answer in the Knowledgebase, please submit a support ticket via the Careview Help Centre by following these steps.

 

 

1.      Click on the Tickets Tab and the Add Ticket screen displays, complete the form as per the instruction under Via the URL.

2.      Add a Description and if you want to send us a screenshot,  click on the Paperclip to Attach a File.

3.      When finished Click on the Submit button.

4.      The system will confirm via email that your Ticket has been created and provide you with a Ticket ID Number, from the email you also have the option to View your ticket via the link at any time.