Careview Release 1 - 23rd January 2021

Careview Release 1 - 23rd January 2021

Plan Management

  1. ABA File Update.

Support Coordination

  1. CoS Invoice Enhancements.
  2. Edit Case Note Update.
  3. CoS Case Note Report update.

System Performance Updates Completed

  1. System Function Optimisation;
    1. CoS NDIS Claim
    2. CoS Invoice
  2. Migration to SQL - Settings
    1. Client
    2. Budget Credit

Bug Fixes

  1. Resolved issue where you are unable to create a Service Contract with a 1 day date range.
  2. Resolved issue where certain User Accounts were no longer visible under the User Account Setting.
  3. Resolved issue where no Role was set during User Account creation, Role is now mandatory.
  4. Resolved issue where status of Invoice failed to update according to the Advantage Invoice Day setting.


System Updates Coming Soon

  1. New Plan Management Statement Summary Option.
  2. Dashboard Reporting Period Filter Enhancements.

Plan Management


ABA File Update


Where the Enable Aggregate ABA File toggle is enabled under the ABA File Generation Settings.
The lodgment record field in the ABA File will now display the Organisation Name (truncated for the 18-character limit) as opposed to COMBINED.


Support Coordination

CoS Invoice Creation and Extraction System Enhancements

In addition to improving the overall system performance of the CoS Invoice function, we have made the following enhancements.

Create CoS Invoice

The following system changes have been introduced to the Create CoS Invoice function, that mirror the CoS NDIS Claim functionality.




  1. Filter by Client and Support Coordinator.
  2. Create CoS Invoice screen will display all Delivered Service records.  Use the From and To Date fields to display the last 7 days.
  3. New Clear Filter button.
  4. New Status Progress Bar at the Top of the screen.
  5. New Selection checkboxes to Select certain records or Select All.
  6. Page Links have been added to the bottom of the Create CoS Invoice screen.
  7. A Back button has been added, which will take you back to the main CoS Invoice Screen. This button will be disabled, after you have clicked to confirm you wish to Create the CoS Invoice.
  8. Also, if you were to lose your internet connection during the Create CoS Invoice system process, the system will recommence creating the CoS Invoice as soon as you are back online.


CoS Invoice Extraction

The following system changes have been introduced to the CoS Invoice Extraction function, that mirror the CoS NDIS Claim functionality.



  1. Filter by Client and Delivery Status.
  2. New Selection checkboxes to Select certain records or Select All.
  3. New Action button introduced to enable the following functions;
    1. Download Accounting Files e.g. Xero
    2. Mark as Paid
    3. Revert Case Notes
    4. Cancel DS
    5. Undo Cancel DS
    6. CoS Hours Report
    7. Client Hours Report
  4. Page Links have been added to the bottom of the CoS Invoice Claim screen.


CoS Case Note Report Update

Both the Service Support Item number and Unit Rate columns have been added to the CoS Case Note Report that resides under CRM > Reports > CoS Case Note Report.


Edit Case Note Update

We are pleased to advise that you can now change whether a Case Note is Billable or Non-Billable, via the Edit Case Note screen, dependent on the following criteria.

  1. There are sufficient funds at the time you change a Non-billable case note too Billable.
  2. You will be unable to change the Billable status of a Case Note where the Case Note status is either Extracted or Provider Paid.

From the Edit Case Note screen, simply click on the Toggle box to select whether it should be billable or non-billable and click on Save.




See below system changes that will occur in the Case Note Table in the Client Coordination and Service Contract screens, dependent on your selection in the Edit Case Note screen.


Case Note Change

System Changes

Non – Billable to Billable

  1. Delivered Service Record creation.
  2. Case Note Status update to Not Processed.
  3. Billable Status updated to Yes.
  4. Funding taken from the related Service Support.

Billable to Non-Billable

  1. Delivered Service Record deleted.
  2. Case Note Status update to Processed.
  3. Billable Status updated to No.
  4. Funding returned to the relevant Service Support.

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