Careview Connect:

• New web application designed to enable Careview Customers to share information with other Service Providers.
  

Support Coordination:

• Update to CoS NDIS Claims
  
• Case Note Save and Save & Clone button activation.
  

Plan Management

• Duplicate Line Item validation warning.
  

Reports (Beta):

• Client Profile Report.
  

Templates:

• Enable creation of multiple email templates
  
• Added Service Agreement email template.
  

Performance:

• Service Contracts moved to SQL.
  

Bug Fixes:

• Resolved issue where Task Report wasn’t extracting all selected records across multiple pages.
  
• Resolved issue where Client Profile Case Notes were showing created date in UTC.
  
• Resolved issue with some dates in the CoS Client Report not being in DD/MM/YYYY format.
  
• Resolved issue with Careview Advantage Plan Budget tab not excluding Cancelled Invoice totals.
  
• Resolved issue with Remittance Advice not displaying Date Paid correctly when aggregation is disabled.
  

Careview Connect

Overview

Careview Connect is a new web application that has initially been designed to enable Careview organisations to share information with other Service Providers. One example of how it can be used is to enable Plan Managers to share information with Support Coordinators (the Support Coordinators don’t need to be Careview clients). Client information displayed in read-only format will include budget as well as invoice/service delivery.

Costs

Careview Connect is being released in phases. The first release, which provides a read-only view of client budget and invoicing information, is free for all of our Clients to utilise and there are no limits in terms of the number of Users that you provide access to the system.

Future releases may include additional functionality that has a subscription cost. It is our intention to pass these subscription costs onto the end-user of the product. We see significant development scope for Careview Connect, particularly as we build rostering functionality into Careview.

We will also be releasing an update to enable NDIS Participants to use Careview Connect. There will be no costs associated for NDIS Participants to use Careview Connect, regardless of what functionality we add in the future.

Customisation

Due to our longer-term vision for Careview Connect we will not be enabling any type of customisation, such as company logos and branding, to be displayed in the application.

Security

Careview Connect uses the same security infrastructure as Careview. Information is encrypted whilst in transit as well as at rest. APIs integrate the information using a User Key which is created for each User Account.

Provider / Client Relationship

Careview Connect uses the existing Service Provider relationship on the Client Profile. This means if you have already created the Provider and associated them to one or more Clients in your Careview, they will see those clients if you give the Provider access to Careview Connect.

This update also enables you to easily remove the Provider / Client Relationship for either all clients (an example where you would do this is if the Support Coordinator is no longer working with any of the clients) or individual clients. To remove one or more clients from the Provider, select the client/s and then click Delete. Please note this does not delete the Client Profile.

For Support Coordinators that are currently using Careview this can also be used when a staff members leave.

Granting Careview Connect Access

Access to Careview Connect must be provided from within Careview (there is no facility with this first release for a Provider to register from Careview Connect). To provide access:

1. Log into Careview.
   
2. Click Resources.
   
3. Click Providers.
   
4. Create or edit an existing Provider record.
   
5. Set the Careview Connect Access field to Read Only Access.
   

Logging In

1. Open your web browser and enter connect.careview.io.
   
2. Enter your email address and password.
   

1. Note the first time a User logs in they will need to use their temporary password. They will then be asked to create a new password.
   

3. Click SIGN IN.
   
4. User can also reset their password by clicking Forgot password?
   

Client List

• Client Name and DOB
  
• Careview Organisation:
  

• This is the Careview Organisation that the client information is being shared from.
  
• Note that Careview Connect can show information from multiple Careview Organisations.
  

• NDIS Number
  
• Email
  
• Phone
  
• Mobile
  
• Status.
  

The Client List is paginated and will display 10 clients per page. The User can search for client information using the Search bar if they have a large number of Clients in Careview Connect.

The User can click on the Client Name to open the Client Profile view.

Client Profile

The Client Profile is designed to show the User basic contact information as well as budget summary information. The User can select from the Service Contract list to view related budget information. The information displayed includes the following.

Delivered Services $ by Month

This shows the funding consumed for each month of the selected Service Contract.

Service Contract Summary, Budget Timeline and Budget Summaries

This shows the funding summary from the Service Contract:

• Total Funding
  
• Total Allocation
  
• Total Remaining, Total Delivered, Total Claimed and Total Unclaimed.
  

The Budget Timeline enables the User to quickly compare what has been utilised in the budget (the Delivered Total and % is displayed) in comparison to elapsed time of the Service Contract. 

Core, Capital and Capacity Building graphs display the overall Total, Remaining and Delivered Amounts. The rendering of the graphs is dependent on the Category Budgets on the Service Contract.

Invoicing

Support Coordination

CoS NDIS Claims

Changes have been introduced to provide more flexibility when creating a Support Coordination extraction header for claiming with the NDIS. 

Create New NDIS Claim

This screen will now display all Case Notes that are pending extraction for claiming with the NDIS. The following filters have been added:

• Client:
  

• Enables the user to filter the Case Notes by a specific client.
  

• Support Coordinator:
  

• Enables the user to filter the Case Notes by the Support Coordinator that created the Case Notes
  
• You can use this option if you wish to submit NDIS Claims by individual Support Coordinator.
  

• From Date and To Date:
  

• Enables the user to enter a specific date range to filter the list by.
  

When one or more Case Notes are selected the Total Amount for the selected Case Notes will display.

Extract Header

With this update the individual Case Notes records are still displayed when the Extraction Header is created. When you create the NDIS Claim file, the aggregation process will create a single claim for each Client / Support Item Number.

Other actions that can be performed include:

1. Downloading the accounting CSV file/s.
   
2. Marking a Case Note as paid:
   

1. This updates the Status of the Case Note and related Delivered Service records to Provider Paid.
   

3. Reverting one or more Case Notes:
   

1. This action can be used if you accidentally included the Case Note in the extraction header.
   
2. This moves the Case Note back to Pending Extraction Status to enable it to be extracted again.
   

4. Cancel DS:
   

1. This will set the Case Note and related Delivered Service to cancelled adjusting the budget accordingly.
   

5. Undo Cancel DS:
   

1. This will revert the Case Note and related Delivered Service if it was accidentally cancelled.
   

6. CoS Hours Report:
   

1. Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header.
   

7. Client Hours Report:
   

1. Report displays Case Note Hours entered for each Client included in the extraction header.
   

Please note that the use of these additional actions is completely optional. For example, if you do not feel that updating the Status to Provider Paid provides any benefit you do not need to use this feature.

Plan Management

Duplicate Invoice Line Item Check

A warning will now be displayed if the same Delivered Date or Delivered From / Delivered To Dates are used with the same Support Item Number and Hours or QTY. 

Reports

Client Profile Report

A Beta Release of the new Reporting functionality that is currently being developed has been included in this update. A report can be created using any field from the Client Profile. Once you have selected the fields you can then place them in the required order.

Once you have selected the fields, clicking Continue will generate the report, which you can then download to Excel.

Templates

There is now the ability to create simple email templates as well as an email template that can be used to send a service agreement email with attached documents.

Simple Email Templates

Multiple email templates can now be sent from the Client Profile. To create a new email template:

1. Open the Settings page and scroll down to the Templates Section and click Simple Email Templates.
   

2. Click Create.
   

3. Create the new email template by competing the following:
   

1. Give the new template a name.
   
2. Set the Email Subject Line.
   
3. Set the default From Email Address.
   
4. Enter the Email contents.
   

1. Note that you can substitute Firstname, Lastname and NDIS Number in the Email content.
   

5. If you wish to add an attachment, click Add files.
   

1. This will send the attachment/s each time the email template is sent.
   

6. Click Create.
   

You can repeat the same process to create a service agreement email template by scrolling down to the Template Section and clicking on the Service Agreement Email Templates option. 

We recommend that you test the templates before sending them to clients.