Careview Release 12 - 8 July 2019

Careview Release 12 - 8 July 2019

Summary



Plan Management:
  1. New Invoice Report added to the Invoice Entry screen
  2. ABN Number now displayed in Invoice Entry Creation Service Provider field


Budget Management:

  1. Added ability to roll-over existing Service Supports
  2. Added ability to exclude Service Support from selection in Invoice Entry screen.

Support Coordination:

  1. Added ability to upload multiple attachments when creating new Client Note with a 5MB limit per attachment.

CRM:

  1. Added ability to upload multiple attachments when creating new Client Note with a 5MB limit per attachment.


Careview Advantage:

  1. Multiple Client Registration on a single device
  2. Pin Sign-in
  3. Invoice Notifications.

Upcoming Releases


The below major updates are our priority over the next 2-6 weeks:


1.      Category Budget CPI Increase (In Progress).
2.     Invoice / Service Loader (In Progress):
3.     Enable bulk upload of invoices / service entries via Invoice Entry screen
4.     Service Provider Category budgets.
5.     Enable allocation of Category Budget to specific Service Providers
6.     Automation of CoS Statements.
7.      Client Goal enhancement.
            - Adding Goal Task assignment and progress tracking
8.     Tasks.
9.     Quick Books Invoice extract.
10.    SAP Invoice Integration.


Plan Management


Invoice Entry Report

Plan Managers and Service Providers can now run a report from the Invoice Entry screen. A specific Client and/or Service Provider can be selected for a specific date range.





Once the criteria are selected, click Generate Excel to download the report.



Service Provider ABN Number Display


To assist with easier identification, the Service Provider ABN Number (if saved in Careview) will be displayed in the Service Provider search field in the Invoice Creation screen.




Budget Management Updates

Service Support Rollover

Existing Service Supports can now be rolled over. When initiated, this process will;
  1. Set the Quantity on the original Service Support to be the Total Quantity used.
  2. Readjust the Total based on the new Quantity.
  3. Automatically set the Invoice Exclusion field to checked (see below section).
  4. Add a Note to the Service Support to record the original Quantity and Total Amounts.
  1. The old Service Support will no longer be visible for Invoicing from the Invoice Entry screen.

A new Service Support with be created with the following:

  1. The Service Item will be copied from the original Service Support. This can be changed if needed.
  2. The QTY will be set as the Remaining Quantity based on the QTY used from the original Service Support.
  3. The Rate can be selected / entered.
  4. The Total will be calculated based on the QTY.
  5. Service Provider and Management Style will be copied from original Service Support.
  6. Exclude from Total Allocation will be set based on original Service Support.
  7. Once the new Service Support is saved it will then be visible from the Invoice Entry screen.



1.      Open the Service Contract


2.     Edit the Service Support that you wish to rollover.

Any Service Support that has been rolled-over to a new Service Support will display in grey in the table.



3.      Click the Rollover button in the bottom left-hand corner.
The Remaining QTY/HRS and Invoice Exclusion checkbox are now displayed for the Service Support.




4.      The New Service Support (Rollover) dialogue will open.


  1. Service Item will be copied but can be changed if necessary.
  2. Quantity is populated based on remaining Quantity from previous Service Support. Quantity can be changed.
  3. NDIS Rate or Alternative Rate can be selected.
  4. If you enter the Rate from the previous Service Support it will show you the remaining balance.
  5. If the NDIS Rate or Alternative Rate is increasing you may need to adjust Quantity.
  6. Note field is populated with information from the previous Service Support.
  7. Total will be calculated once NDIS Rate or Alternative Rate is entered.



5.      Click Save to create the new Service Support.


Service Support Invoice Exclusion


Service Supports can now be excluded from selection in the Invoice Entry screen by editing the Service Support and checking the new Invoice Exclusion checkbox.

1.      Edit the Service Support and check the Invoice Exclusion checkbox.



2.      The Service Support will display in grey and will no longer be visible fro the invoice Entry screen.






Careview Advantage


Multiple User Registration


Careview Advantage Users can now register multiple NDIS Participants on the one device. The example where this would be applicable is when a parent has multiple children that have NDIS funding.





PIN Sign-in


Users can now set a 4 digit PIN, which can then be used to log in to the app. If multiple NDIS Participants are registered on the same device then a PIN can be set for each Participant (the same PIN number can be used). 


Invoice Notifications


PUSH Notifications will now be sent to Careview Advantage if the Invoicing subscription feature is enabled. There are two types of notifications sent depending on the status of the Invoice. The notifications can be disabled from the app.

If the Invoice requires approval, the below notification is sent when the Invoice is created. The User can tap on the notification to open the app, where the Invoice will display in the Pending tab.




If the Invoice doesn’t require approval, the below notification is sent. The User can tap on the notification to open the app, where the new Invoice will display in the Approved tab.



 



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