Careview Release 05 - 25 February 2019 Sentinel

Careview Release 05 - 25 February 2019 Sentinel


Summary


Updates


This release includes the first version of Sentinel.



Sentinel


Sentinel is our new alert notification system that is designed to give you proactive insights into different types of data events that occur in your Careview environment. Sentinel is designed to give our clients real time alerts for specific information events that are important from a general client information, client funding and support coordination perspective. 


Sentinel Subscription Cost


The monthly subscription cost of using Sentinel is $50 per month. We’re offering all existing clients and any clients that are currently on trials a 50% discount. If you activate Sentinel please send an email to devon.hamon@careviewapp.com so that the discount can be applied against your Sentinel subscription. The Sentinel subscription will be charged to your credit card at the same time your standard monthly subscription is charged.


Activating to Sentinel


To activate Sentinel:


  1. Click on the Sentinel tab in the left-hand menu and then click Activate.



  1. Click Confirm.


  1. Sentinel will now be added to your monthly subscription.




Unsubscribing from Sentinel


1.      Open Settings by clicking on the gear icon next to your username in the top right of the screen.





2.      Under System, click Billing Details.



3.      Click Manage Add-ons.



4.      Next to the Sentinel Add-on, change Subscribed to No and click Next.



5.      Click Confirm.



Alert Types


We’ve designed Sentinel to be flexible so that you can choose to enable the alerts that you care about. Over time we’ll continue building a library of different types of alerts. The first release of Sentinel includes the following alerts:


1.      General Alerts:

     a.      Check Client has NDIS Number.

            i.      As the name suggests, this alert will show any clients that don’t have an NDIS number on their client profile.

    b.      Check Client has an active Service Contract.

            i.      This alert will show any clients that don’t have an active Service Contract.

2.      Funding Alerts:

      a.      Category Budget has less than 10% remaining.

            i.      This alert will show any clients that have a category budget on their active service contracts that have 10% or less                     in remaining budget.

      b.      Service Contract has less than 10% total funding remaining.

            i.      This alert will show any clients that a total remaining amount on their active service contract that is less than 10%                     of the total amount.

      c.      Service Contract is expiring within 1 month.

            i.      This alert will show any clients that have an active service contract that has an end date within the next month.
                   

3.      Support Coordination Alerts:

         a.      Progress Report Due in 7 Days.

                 i.      This alert will show any clients that have a Progress Report due in the next 7 days.

          b.      Progress Report Due in 30 Days.

                  i.      This alert will show any clients that have a Progress Report due in the next 30 days.

          c.      Review/Submit Report Due in 30 Days.

                  i.      This alert will show any clients that have Review/Submit Report due in the then next 30 days.


Enabling Alerts


Enabling an alert is a two-step process. First of all you need to set the frequency in terms of how often you want Sentinel to tell you about the alert. Once you set the frequency, you can then enable the alert.


1.      Open Settings by clicking on the gear icon next to your username in the top right of the screen.



2.      Scroll to the bottom of the Setting screen until you see the Sentinel Alerts Setup section and Click on General Alerts.



3.      Set the frequency and then click enable for the alert that you want Sentinel to track. In the below example, I’ve asked          Sentinel to tell me on a daily basis about any active client profiles that don’t have an NDIS Number.




4.      Under the Sentinel Alerts Setup section, click on Funding Alerts.


5.      In the below example, I’ve asked Sentinel to tell me about an Clients that have a category budget that has 10% or less          remaining on a weekly basis.


6.      Under the Sentinel Alerts Setup section, click on Support Coordination Alerts.

7.      Please note that if you are using Careview for Plan Management only, it is not advisable to enable the Support                     Coordination alerts.

8.      In the below example, I’ve asked Sentinel to tell ma about any Support Coordination clients that have a Progress Report          due in the next 7 days.