Careview Release 11 - 2 July 2019
Summary
Plan Management:
1. New Client Invoice Approval field added
2. Added Provider Paid date to Invoice View screen
3. Added new Action to approve Invoices with Status = Pending Client Approval
4. Added ability to attach and download any type of attachment to the Invoice
Please note that only PDFs can be downloaded and viewed in Careview Advantage.
5. ABA File Process:
6. Added Self Balancing Transaction setting
7. Removed 9 digit bank account validation
8. Added ability to exclude the Service Provider from the ABA File process
CRM:
1. Added new Status of Deceased
2. Added Emergency Contact Type flag to Relationships
Upcoming Releases
- Multi-user sign-in from the one device.
- Invoice Push Notifications.
2. Invoice / Service Loader (In Progress):
- Enable bulk upload of invoices / service entries via Invoice Entry screen
- Service Provider Category budgets.
- Enable allocation of Category Budget to specific Service Provider
- Automation of CoS Statements.
- Client Goal enhancement.
- Adding Goal Task assignment and progress tracking
- Tasks.
- Quick Books Invoice extract.
Plan Management
Client Invoice Approval
A new checkbox has been added to the Client Profile called All Invoices are Auto-Approved. When this field is checked, any Invoice created for the Client will have a Status = Extract Generated, meaning it is ready to download. If the field is unchecked, any invoice created for the Client will have a Status of Pending Client Approval, meaning the Client can approve the Invoice from Careview Advantage or from the Invoice Entry screen.
New Approved Pending Invoices Action
A new Action has been added called Approve Pending Invoices. This action will enable Plan Managers to approve Invoices where Status = Pending Client Approval. The Status will update to Extract Generated, allowing the Invoice to be downloaded for claiming.
Provider Paid Date
The Date the Invoice was updated as Provider Paid will now display in the Invoice view screen. Please note if you mark the invoice as paid multiple times, the last date will be displayed.
ABA File
Self Balancing Transaction Setting
For Careview Clients that need a self balancing transaction line added to the ABA File a new option has been added to the ABA File Generation Setting.
When this option is enabled, as shown in the below screenshot, an additional Type 1 row is added with a Type 13 transaction type.
Please note if your bank does not require the self balancing transaction you can leave the option disabled.
Service Provider Exclusion Field
A new field has been added to the Service Provider record called Exclude from ABA File. If this field is checked, any Invoice created for the Service Provider will be excluded from extraction to the ABA batch. The Invoice will be updated as Provider Paid and a Remittance Advice can still be sent from Careview.
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