Careview Release 15 - 20th August 2021

Careview Release 15 - 20th August 2021

Release Notes
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Settings

  1. Support Category Setting Update - released on 27th July

Steamline 

  1. Invoice Total Validation
  2. Invoice Number Validation

Plan Management

  1. Invoice Date Validation Update


  1. Resolved issue with senfing Detailed Statements via Email was returning an error
  2. Resolve issue where the Client Profile Report extract contained empty cells


Settings

Support Category Setting Update

On the 27th of July, the following changes were introduced to resolve issues where a change to the Support Category Description, causes certain Reports to fail during the Download process.

1. The current Description field will be locked down and will no longer be editable as certain description text is hardcoded for certain reports and functions in the system, that will fail if changed.

2. A new Display name field has been created, so Users can modify the Display name of any Support Category in Careview. To customize how you wish to display this name in the Careview. i.e., Service Contract Plan Budget.

NOTE: This does not currently apply to the Client Summary Statement, these changes are coming in the next Statement Release

3. We have also hidden the New button. All 15 Standard NDIS Support Categories exist and there is no requirement to create new categories.

4. As part of this system change, we carried out the following changes.

a. Copied all current text populated in the Description field and inserted it into the Display name field for all Organisations.
b. Set the Description field back to the default standard text


Streamline

Invoice Total Validation

Validation has been introduced to alert the User where there is an issue with the Invoice Total calculation and will prevent the Invoice from being created until the Total Invoice Line Items match the Invoice Total.

Example

Invoice uploaded, has an Invoice Total of $300.00, but the Invoices Lines come to only a total of $250.00.

Streamline will process the Invoice and upload it with a status of Processing Failed.

On the Edit Invoice screen, Streamline will present the User with the following Validation Error alerting the User to the discrepancy found on the Invoice uploaded.



The User will need to modify the Line Items and update the Invoice Total, to Create the Invoice.

Invoice Number Validation

Validation has been introduced to alert the User where they enter an Invoice Number that contains characters that are not supported in the PRODA NDIS System.

Example

If you enter any character other than the 3 characters as pictured below, the system will return the following Validation error message.

Simply update the invalid character and you can proceed to Create the Invoice.


Plan Management

Invoice Date Validation Update

The current Date Validation has been updated to additionally provide a warning message to the User where a future date has been entered in any of the following fields when Creating or Editing an invoice. This will further assist in eliminating a risk of Proda rejecting a Claim.
• Delivered Date
• Delivered From Date
• Delivered To Date

Example of Future Date Validation


Example of Delivered From Date is greater than Delivered To Date Validation