Careview Release 09 - 14 May 2019

Careview Release 09 - 14 May 2019


Summary


Plan Management:


Invoice Creation:
Validation added to Invoice line date fields.

ABA File Generation:
ABA functionality deployed for testing by select number of Careview PM Clients
Please refer to Page 5. 

Manual PM Statement:
Ability to send an email from Service Contract.

Invoice Entry Date Filters:
Fix Date Filter issue where From and To Dates are same date.

CRM:

Pagination added to Service and Service Rate pages.

Upcoming Releases


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


Plan Management:


1.      Enhancement to Invoice Editing:
  1. Ability to add new invoice line.
2.      PM monthly invoicing automation.

CRM:


1.      Ability to generate a client profile in PDF format
2.      Reckon downloads.


Support Coordination:


1.      Enhancement of Client Goals to include associated tasks, completion dates and task status
2.      Automation of the CoS Statement.


Plan Management


Invoice Creation Date Validation


To assist in preventing human error when entering/selecting dates, the following validation has been added to the Create New Invoice screen:

  1. If Delivered Date is after Today’s Date, Delivered Date field turns red
  2. If Delivered From is after Today’s Date, Delivered From field turns red
  3. If Delivered To is before Delivered From, Delivered To field turns red.

Please note the above validation does not prevent the new Invoice from being created. In the below screenshot, the current date is 14/05/2019.





Emailing Manual PM Statement


When manually creating a Plan Management Statement from a Service Contract, the User can now create and send the Statement in PDF format via email.

This process will use the Client Profile Email Address as the default Email To. This can be changed as well as adding additional recipients. The User can also enter the email contents as well as change the Subject Line.







ABA File Creation


We have added the capability for the Australian Banking Association (ABA) file to be generated from Careview. For some of our Plan Management clients, this may mean they don’t have to export external Service Provider Invoices from Careview into accounting packages such as Xero, MYOB and Reckon.


Please note this feature is not yet available to all Clients.

To facilitate this process:


1.      A new custom setting has been created that will enable Careview clients to enter:
            - Financial institutions abbreviated 3 character code, e.g., “WBC" for Westpac.
            - Financial institutions identification number.
            - User Preferred Specification.
            - Description, e.g., “PAYMENTS”.
2.      BSB and Bank Account fields have been added to the Organisation Setting.
3.      BSB, Account Number and Account Name fields have been added to the Service Provider records.
4.      A Remittance Advice will be emailed to the relevant Service Provider for each Invoice extracted to the ABA file.
5.      When enabled, the ABA file can be generated from the Invoice Entry screen.


We will be running end-to-end testing over the next 2-3 weeks with a small group of Clients to gain their feedback as well as iron out any issues. Once we are confident the process is working as needed we will make the feature available to all Clients.


Please contact your financial institution to find out what specific information you will need if you think you may benefit from using this feature.





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