Updates

• Support Coordination:
  
• CoS Statement added to Client Coordination screen
  
• Aggregation option added to Support Coordination settings.
  
• Plan Management:
  
• Invoice filter added to Invoice Entry
  
• Sentinel:
  
• Infrastructure has been deployed into Production environments in preparation for the release of Sentinel.
  
• Subscription management process is currently being finalized.
  

Support Coordination

CoS Statement

A new process has been added to the Client Coordination that creates a Support Coordination Statement in either Excel or PDF format. The statement generated will contain a summary of:

• Total support coordination funding consumed for the selected period
  
• Summary breakdown based on Contact Type
  
• Total remaining hours left in the budget
  
• Summary table displaying:
  
• Delivered Date
  
• Support Coordinator
  
• Duration
  
• Contact Type
  
• Subject Line
  
• Total $.
  

To Create a Statement

• Open the required Client from the Support Coordination Client list.
  
• In the Client Coordination screen, click the Create Statement button in the top right-hand corner.
  

• Select the Start and End Dates (this will select all Case Notes, based on Delivered Date, for the selected period).
  

• Click Generate Excel to create an Excel file.
  
• Click Generate PDF to create a PDF.
  

Aggregation Setting Option

Currently, Careview aggregates the CoS NDIS Claiming file and Invoicing extracts produced from the CoS NDIS Claims tab. This aggregation consolidates multiple claims into a single row in the NDIS Claim CSV and Invoice extracts.

We’ve added a setting to enable Support Coordination clients to disable this aggregation. This means that the NDIS Claim file will have a row for each delivered services processed for each Client (as will the related Xero/MYOB extracts). 

The delivered service date on the Case Note will be used in the NDIS claiming file rather than the from / to date that is used to extract the files.

Please note that invoicing extracts downloaded from the CoS Invoices tab will still continue to be un-aggregated.

To access the Setting

By default, the CoS aggregation will remain enabled. To disable the aggregation, please do the following:

• Click on the gear icon next to your username in the top-right of the screen.
  

• Scroll down to the Support Coordination section.
  

• Click on CoS Aggregation.
  

• Disable the setting to remove the aggregation.
  

• Click Save.
  

Plan Management

Invoice Number Search

Plan Management clients can now search by Invoice Number in the Invoice Entry screen.

Sentinel

We will send out a video shortly about Sentinel however here is an overview of the functionality. Sentinel is designed to give our clients real time alerts for specific information events that are important from a general client information, client funding and support coordination perspective. You can think of Sentinel as a personal assistant that never takes a day off. Once you subscribe to using Sentinel, it will run every 15 minutes checking your information based on:

• The alerts that you enable AND
  
• The frequency of the alerts that you enable.
  

Sentinel Tab

When we make Sentinel available to all of our clients to subscribe to, a new Sentinel tab will appear in the left-hand menu under the Dashboard tab. The tab will show the count of active alerts that Sentinel has generated due to information in your Careview matching the enabled alert criteria.

Alert Types

For the first release of Sentinel we are tracking 3 alert types:

• General Alerts:
  
• Client missing NDIS Number
  
• Client doesn’t have an active Service Contract.
  
• Funding Alerts:
  
• Service Contract has less than 10% total funding remaining
  
• Service Contract is expiring within 1 month
  
• Category budget has less than 10% remaining.
  
• Support Coordination Alerts:
  
• Progress Report due in 7 days
  
• Progress Report due in 30 days
  
• Review/Submit Report due in 30 days.
  

We will add to the catalogue of alerts over time and will create additional alerts for our clients that our using our scheduling console.

Enabling Alerts

Alerts are enabled from the Sentinel Alerts Setup in the administration settings. The system is flexible, meaning you can enable the alerts that track client information that you care about.

When you enable an alert you will also set the frequency. Sentinel uses the frequency to determine how often to check for the alert. In the below example, Sentinel will check all of your client information (all Sentinel alerts only check active client profiles) for active Service Contracts that have an end date within the next month. The alert is set to daily, meaning your information will be checked on a daily basis to find Service Contracts that are expiring within the next month.

When information is found that matches the alert (in this case a Service Contract expiring in the next month based on the Service Contract end date), the alert will be displayed in Sentinel. 

Alerts can be dismissed however if the underlying data that created the issue hasn’t changed, then Sentinel will generate the alert again, based on the frequency. As an example, if you enabled the alert to check for clients that don’t have an NDIS Number on their profile and you set the frequency to daily, if you dismiss the alert for a specific Client and don’t update the NDIS Number, the alert for that client will be created again the next day.

Pricing

Sentinel is a subscription add-on, meaning you can choose to enable it for an additional monthly subscription fee. For all existing Careview clients, Sentinel will be $25 / month to activate.

Release Date

We are finalizing the subscription software tracking and are planning on releasing Sentinel next week. We will send out a detailed user guide, as well as a video in the next few days.