Careview Release 07 - 9 March 2019

Careview Release 07 - 9 March 2019


Summary


Updates


Plan Management:

o   Invoice Entry Download optimisation

o   Invoice Editing


Support Coordination:

o   CoS NDIS Claims extract updated to include reference number


CRM:

o   New Client Reports added for PM and CoS

o   Inactive Clients Status display change


Careview Advantage
      o   Advantage Invoicing.

Upcoming Release


The below updates are our priority over the next 4-8 weeks:


Client Profile:

o   Ability to generate a client profile in PDF format


Plan Management:

o   Enhancement to Invoice Editing

o   ABA File generation

o   PM monthly invoicing automation.


Support Coordination:

o   Enhancement of Client Goals to include associated tasks, completion dates and task status

o   Capability to extract Case Notes from the Client Coordination view

o   Automation of the CoS Statement.


Reporting:

o   CoS Case Note reporting

o   Client Budget reporting

o   Client Invoice reporting




Plan Management


Invoice Entry Downloads


The bulk claims generated from the Invoice Entry screen have been modified to run concurrently instead of using serialisation, which reduces processing times significantly.


Invoice Editing


Invoices can now be edited from the Invoice Entry screen. Clicking on the edit icon (pencil) will now open the invoice edit screen, enabling the following changes to be made:


  1. Change the Provider Invoice Number
  2. Modify Delivered Date or Delivered From / Delivered To Dates
  3. Modify Hours or Qty
  4. Update Rate
  5. Enter Notes against each service item.


More complex editing functions are currently being built, such as being able to make Status changes for individual invoice lines, being able to add new invoice lines, and being able to resubmit claims for individual invoice lines. 

Please note that invoices cannot be edited once the Status has been updated to Provider Paid.


CRM Client List


Inactive Clients


Clients with a Status of Inactive are now dispalyed with a gray font in the Client List.




CRM Client Reports


A new Reports button has been added to the CRM Client List. 



PM Funding Report


This report provides a breakdown of the Improved Life Choices category budget. In order for the Client Profile to be extracted to this report, the following must all be true:


  1. Active Client Profile only (Status = Active)
  2. Service Type must contain Plan Management Client
  3. Active Service Contracts only (Status != Inactive)
  4. Service Contract must have Improved Life Choices Category budget in the Plan Budget table.



CoS Funding Report


This report provides a breakdown of the Coordination of Support category budget. In order for a Client Profile to be extracted to this report, the following must all be true.


  1. Active Client Profile only (Status = Active)
  2. Service Type must contain 'Support Coordination Client'
  3. Active Service Contracts only (Status != Inactive)
  4. Service Contract must have Coordination of Support Category budget in the Plan Budget table.




PM & CoS Combined Report


This report provides a combined breakdown of revenue relating to Improved Life Choices and Coordination of Support category budgets. In order for a Client Profile to be extracted to this report, the following must be true:


  1. Active Client Profile only (Status = Active)
  2. Service Type must contain ‘Plan Management Client’ or 'Support Coordination Client'
  3. Active Service Contracts only (Status != Inactive)
  4. Service Contract must have Improved Life Choices or Coordination of Support Category budgets in the Plan Budget table.




Additional reports will be added to future releases including case note reports, total budget reports and invoice reports.


Careview Advantage Invoicing


When activated, this feature will push Invoices entered in the Invoice Entry screen into the Careview Advantage mobile application, giving NDIS Participants greater control and visibility on how their funding is being consumed. 

Advantage Invoicing is an additional subscription add-on and costs $1 per month per Careview Advantage User. Only Client Profiles that have been given access to Advantage are included in the count.

The initial release includes the following functionality:

  1. View invoices based on invoice date.
  2. Open the original invoice (if attached in the Invoice Entry screen).
  3. View invoices that are pending approval.
  4. Decline or Approve invoices.
  5. If an invoice is declined, an email can be automatically sent to the related service provider.
  6. Keep track of the invoice status, e.g., approved for payment or paid.
  7. Ability to auto-approve the invoice if no action is taken in the mobile app.

Please contact me if you would like a demonstration. 




 



    • Related Articles

    • Careview Release 1 - 2nd March 2023

      Careview Release 1 - 2nd March 2023 Release notes attached.

    • Careview Release 3 - 10th March 2022

      Release Notes        Plan Management    NDIS Payment Summary File Processing        Plan Management    Plan Management Invoice Settings.  Invoice Validation Update for Weekday and Weekend Supports.        Resolved issue where Invoice delivered dates ...

    • Careview Release 4 - 29 March 2022

      Careview Release 4 - 29 March 2022 Release notes attached.

    • Careview Release 4 - 19th March 2020

      Release Notes Plan Management Changes made to enable full utilisation of the tab key to Create a New Invoice. Reporting Client Funding Report Enhancements. Performance: Migration of data entities to SQL, which will lead to performance improvements in ...

    • Careview Release 3 - 27th March 2021

      Release Notes Plan Management New Client Statement Summary - Monthly Statement Option New PM Statement Email Template Service Entry screen changes Dashboard Main Dashboard Reporting Period Enhancement CRM Service Contract Client Profile – Add Service ...