Careview Release 18 - 20th October 2021

Careview Release 18 - 20th October 2021

Release Notes


General
Service Provider Bank Account Detail Change Email Notification

Support Co-ordination
CoS Non-Labour Travel Update

Streamline
Service Contracts with overlapping Start and End Date Validation Warning


• Resolved issue where Careview Registration email was not being sent for new User Accounts.
• Resolved issue with broken Service Provider Link in Streamline.
• Resolved issues with Service List only displaying two Services per page.
• All PDF Extract formatting issues have been resolved. i.e. CoS Case Note Report, Goals Report.
• Resolved issue where you were unable to search an Individual Provider entering their full name.
• Resolved issue where incorrect Paid Date is displaying on the Client Summary Statement.

General 

Service Provider Bank Account Detail Change Email Notification

The Service Provider Bank Account Details changed for the notification being sent now includes the following:

• Changed By User Account
• Changed Date and Time.
• Send From email address has been changed to support@careviewapp.com
• Send To email address has been changed to use the Notifications Send Email address in the Email Organisation Setting and where the Notifications Send Email address is Null, it will use the Contact Address. 

Support Coordination

CoS Non-Labour Travel Codes Update

A Global Non-Labour Travel Code Setting has been introduced to maintain all 35 Provider Travel NonLabour Support Items and their related Category Support Items across 13 Support Categories as per the latest NDIS Price Guide.

Allowing Support Coordinators to create KM Claims against all eligible Support Categories.

Note: For all Activity Based Transport Support Items set the Activity Based Claim toggle to Yes.

IMPORTANT NOTE: This is a Global Table and is shared across all Organisations, so if User A from Org A makes a change, all other Organisations will also see this change in the table.

Please refer to the CoS Non-Labour Travel Code Setting and Create KM Claim Knowledgebase Articles for further information.

Streamline

Service Contracts with overlapping Start and End Dates Validation Warning

Validation has been introduced so that where a Client has more than one Service Contract with overlapping Start and End Dates, Streamline will process the Invoice against the newest Service Contract based on the date the Service Contract was created.

On the Streamline Edit screen, the following validation warning message text will display on the screen.

“There are multiple Service Contracts that have overlapping Start / End Dates. Streamline has selected the newest Service Contract based on its creation date. If this is incorrect, you will need to adjust the Service Contact Start / End Dates before reprocessing this invoice, otherwise funding may be consumed from the wrong client budgets.”

Note: Create Invoice button will remain active, unless there are other validation checks that have failed.