Careview Release 10 - 21 May 2019

Careview Release 10 - 21 May 2019



Summary



Technical Infrastructure Update:
  1. Move Delivered Service and Service Support entities from Azure Cosmo DB to SQL.

Plan Management:


Invoice Entry:
  1. Top section of the page is now fixed to provide better user experience.
Invoice Creation:
  1. Added validation to check if Delivered To date is greater than Today’s date.
  2. Added validation to prevent Carer Client Profiles from displaying in Client search filter. 


Support Coordination:


Client List:
  1. Added pagination.
Case Notes:
  1. Added Hours edit in edit screen
  2. Added delete attachment function in edit screen
  3. Added ability to move Case Notes to a new Service Contract.


Upcoming Releases


The below updates are our priority over the next 2-8 weeks.

Plan Management:


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. Client Alerts
  3. Reckon downloads


Service Providers:

  1. Move the Service Provider list to new tab in main left-hand menu.


Support Coordination:

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


Careview Advantage:
  1. Pin Sign-in
  2. Invoice Push Notifications.



Plan Management


Invoice Entry Top Section is now fixed


The top section of the Invoice Entry screen is now fixed, meaning when a User scrolls down the Invoice list, the top section, including the Action button and Column Headings will always remain visible.



 


Invoice Creation Date Validation


Added additional date validation check:

  1. If Delivered To is after current Date, Delivered To field turns red.




Support Coordination

Client List Pagination


To improve loading times, pagination has been added to the Support Coordination Client List. The page will now load 50 client rows per page.




Case Note Editing

The Hours field in existing Case Notes can now be edited. The field will become locked once the Status is updated to Extracted.



Case Notes Attachment Deletion


Case Note attachments can now be deleted.



Case Notes Move Functionality


This update has been developed to assist in catering for the situation where the participant has moved onto a new NDIS Plan and Case Notes have been created against the old Service Contract in Careview. When a Case Note is moved, the process also moves the related Delivered Service record. The Delivered Service record will then need to be manually edited.

1.      Create the new Service Contract for the new NDSI Plan.
  1. Take note of the Service Contract reference number.
2.      Open the old Service Contract that has the Case Notes that you wish to move.
3.      Scroll down to the Case Notes table and select the Case Notes that you want to move.



4.      Click Action, select Move Case Notes and select the Service Contract that you want to move the selected Case Notes to.



5.      Click OK and click CONFIRM to confirm the move.



6.      The new Service Contract will now be open and the Case Notes and their related Delivered Service records           will now have been moved to the Service Contact.


7.      Edit each of the Delivered Service records that was just moved to the new Service Contract



8.     Click Edit.
9.      Select the Contact Support Item.
10.     Add the Service Support Item.
11.      Click Save.
12.      Repeat for each Delivered Service that was moved to the Service Contract.





13.      The Service Support and Plan Budget Category for Support Coordination will now be accurate.






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