Careview Release 17 - 15th September 2021

Careview Release 17 - 24th September 2021

Release Notes



Plan Management
  1. Client Summary Statement Enhancements



Streamline
  1. Key Word Matching Enhancement
Migrate to SQL
  1. Support Co-ordination Settings
  1. Resolved issue where Tracking Options were not being generated in the Xero Bill Template
  2. Resolved issue with Default CoS Client List permissions not working as intended



Plan Management 

 

Client Summary Statement Enhancements 

 

Based on the Feedback received since deploying the new Client Summary Statement in Careview.  I am pleased to announce, after careful consideration, that the following major and minor enhancements have been implemented as part of this release. 

 

Key Changes 

 

  • Option to include Full Invoice Detail OR Paid Invoice Summary. 

  • Option to include Service Provider Category Budget Data. 

  • Option to Exclude CoS Invoices. 

 


Note: While all CoS NDIS claims are excluded from being reported in the Statement, CoS Invoices will be excluded by default but this can be changed. If you wish to include PM Invoices raised for the Support Coordination Category, you may disable the Exclude CoS Invoices option.

 


Additional Changes 

 

Plan Managed Client Statement Setting Changes. 

 

  • Structured Layout. 

  • Sort By and Sort Order options to select from for both the Paid Invoice Summary and Full Invoice Detail Statement. 

  • New Custom Content field for the Client Statement Summary has been created.  Previously there were limitations as it was a shared field for both Statement Types.  Please note that you will need to enter the Full Text required for the Covering letter i.e. Salutation (Dear), Closing and Signature

 

Important Note: 

  • The current data populated in the Detailed Statement; Custom Content field will be copied across to the new field as part of this release.   

  • Where you have enabled the Client Summary Statement.  The Use Standard Covering Letter will be set to Yes by default.  So, in the event you are unable to update the Custom Content before your next Statement run.  The Statement will be sent out with a complete Cover Letter. 

  • Where the Custom Content field is left blank, the Standard Text will be used to avoid sending out an incomplete Cover Letter.  Regardless of whether you have the Use Standard Covering Letter Text set to Yes/No. 

 

  • Option to Use Standard Covering Letter text or build your own Covering Letter. 

  • Option to Customise your Statement Name.  The Statement Name will also be reflected in the. 

  • Subject of the Email sent. 

  • Name of the File. 

  • Client Notes Table

 


Paid Invoice Summary 

 

  • Date Paid and Claim Type columns have been added.  The Status column has been removed. 

  • Invoices are grouped by Category Budget and are in listed in the same order as the Category Budget Utilisation Table. 

 

Other 

 

  • From Email Reference has been changed from Careview Team to the Organisation Name. 

  • Any text reference to Proda has been removed and reworded accordingly. 

  • The Support Category Name on the Statement is based on the Display Name set under Settings>Contracts and Appointments>Support Categories. 

 

IMPORTANT NOTE 

 

Please take the time to make yourself familiar with all the changes that have been made to the Client Summary Statement and make the necessary changes to the Settings prior to your next Statement run. 

 

Ensure that you Test these changes, by generating a Manual Statement via the Service Contract, by choosing to generate a PDF. 

 

This way you can be certain that you will be satisfied with what will be sent out on the actual day your Statement is set to be sent out to your Clients. 

 

Please also read the Client Summary Statement Option Settings Knowledgebase Article and if you need further assistance, please don’t hesitate to reach out to our Customer Support Team for assistance. 




Streamline 

 

Key Word Matches Enhancement 

 

To help improve the Streamline Invoice processing success rate.  We have developed a new Streamline system process that will assist in identifying the Support Item Code, where Service Providers fail to include it on their invoices and Sypht has been unable to identify the correct support item code to apply. 

 

As Invoices are received where no Support Item Code is provided, and Streamline has been unable to identify the support item code, use the following steps to Create the key word matches for each Support Item Code. 

 

The Streamline process will then check all future invoices received for the Key Word matches found on the Invoice against the setting to identify and apply the support item code automatically. 

 

  1. Under Settings > Streamline, click on Key Word Matches. 

 

 

 

  1. The Streamline Keywords setting screen displays.  Use the Search function to find an existing Streamline Keyword entry. 

 

 

 

  1. Click on +New button.

 

  1. The New Streamline keywords screen displays.  Enter the keywords separated by a semi colon, for the selected Support Item Code and enter the Support Item Code. As shown in the below example. 

 

Note: You can enter the code or a description to find the Support Item Code to select. 

 

 

 

  1. Click on Create.