Careview Release 10 - 12th June 2020

Careview Release 10 - 12th June 2020

Plan Management
  • New Create Client Statuses Feature.
  • Service Entry Screen Total Amount Display Change.


Client Funding

  • Additional Service Contract Detail Fields.


CRM

  • New Additional Client Profile Fields.


Performance

  • Migration of Client Provider Data to SQL to increase performance.


Bug Fixes:

  • Resolved issue with the CoS Client Report Format.



Plan Management


New Create Client Statuses Feature


This new feature will allow you to create new client statuses, under the current Client Statuses Setting.

Please note that the 4 System settings – Active, Deceased, Inactive and Pending will remain and are unable to be changed.


The new Status will be available in the following Careview functions;

  • Create and Edit Client Profile screens.
  • Filter by Client Status in the following Reports/Lists; 
    • CRM - Client List
    • Client Funding Report
    • Client Profile Report

Please refer to the Knowledgebase Article – Client Statuses Setting.


Service Entry Screen Total Amount Display Change


The Service Entry Screen will now display the Total Amount of all Invoices displayed on the Screen.



Note

  • The Total Amount excludes Invoices with a Status of Cancelled and Declined By Client.
  • The Show Total Amount menu item has been removed from the Action Menu.



Client Funding


New Additional Service Contract Detail Fields


The following new fields are available in the Edit Service Contract Details screen.


Field Name

Field Type

Setup Completed By

List

Assigned To 

List



CRM


New Additional Client Profile Fields


The following new fields are now available to select in the Client Profile.


Note

  • All fields will be available to select from in the Client Profile Report.
  • All fields will be available in both the Upload and Download Client List CSV Files.

Field Name

Field Type

Screen

Aboriginal/Torres Strait Islander

List

Create/Edit

Participant consents to engaging in the auditing process

Checkbox

Edit

Setup Completed By (Who Completed the Client Profile)

List

Create/Edit

Assigned To

List

Create/Edit

Price Rise

Date

Edit

English is Primary Language

Checkbox

Create/Edit

Other Primary Language

Text

Create/Edit

Interpreter required

Checkbox

Create/Edit

Cultural Requirements

Text

Create/Edit

Allergies

Text

Create/Edit

Living Arrangements

Text

Create/Edit

Interests

Text

Create/Edit


New Client Profile Field Display Setting


A new setting has been created to manage which fields you would like displayed in the Client Profile.


Please refer to Knowledgebase Article – Client Profile Field Display Setting.


Coming Soon – Newly Designed Client Profile Screen.


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