Careview Release 5 - 19th April 2021

Careview Release 5 - 19th April 2021

Release Notes

CRM
  1. Delivered Service Report Update.
  2. Case Note Report Update.
Reports
  1. New Client Type filter added to Client Profile Report.
Support Coordination
  1. CoS Case Note Report Update.
  2. CoS Invoice Quickbook Extract Update.
  3. Quickbook Payment Terms Extract Update.
  4. Case Note creation update.
Plan Management
  1. Quickbook Payment Terms Extract Update.
System Performance Updates Completed 
  1. Migration to SQL - Settings 
  2. Plan Management Client Statement.
  3. Enable Entered Rate to Exceed Service Rate.
Bug Fixes
  1. Resolved issue where searching for a Clients full name returned no results in the SC Client List.
  2. Resolved issue with the incorrect prioritisation of search results in the CRM/Client List.  Results will be prioritized by first and last name first, then the email address.
  3. Resolved issue where invoices were being duplicated in the Client Statement Summary based on number of Delivered Service records.
  4. Resolved issue where Postal statements are not being sent out where Client Statement Summary option is selected.
CRM

Delivered Service Report Update
The following changes have been made to the Delivered Service Report;

New multi select Delivery Status Filter, enabling you to report on those Delivered Service records with a specific status.  E.g. Provider Paid.


New Delivery Status Column has been added to the Excel Report.
Custom Format has been applied to the Rate cell in the Excel Report.
Number Format has been applied to the Qty cell in the Excel Report.

Case Note Report Update
The Case Note Subject column has been added to the Case Note Report generated from the Service Contract.

Reports
New Client Type Filter
Now select to view only Client or Relationship records in the Client Profile Report.




Support Coordination

CoS NDIS Claim Screen Changes
The following column data has been added to both the Create and Review Claim screens.
  1. Management Style.
  2. Support Item.
  3. Support Item Number.
  4. Rate
CoS Invoice Screen Changes
The following column data has been added to the Create COS Invoice screen.
  1. Management Style.
  2. GST Code.
  3. Support Item.
The following column data has been added to the Review CoS Invoice Claim screen.
  1. Delivered Service Reference number.
  2. Management Style.
  3. Created By
  4. CoS
  5. Delivered Date
  6. Status
CoS Case Note Report Update
The following changes have been made to the CoS Case Note Report generated from the CRM/Client List/Reports function.
  1. Status column has been renamed to “Case Note Status”.
  2. Where a Case Note has been entered as Non Billable, the following will be reflected in the Report;
  3. Case Note Status cell will reflect that it is “Processed”.
  4. Header Reference cell will reflect that it is “Non Billable”.
  5. DS Number cell will reflect that it is “Non Billable”.
CoS Invoice Quickbook Extract Update
A suffix has been added to the invoice number field for each Client’s invoices.  This change has been applied to both the Quickbooks Sales Invoice and Bill Template Extract files.

Quickbook Payment Terms Extract Update
The Payment Terms field has been changed to “Net 7”.  This change has been applied to both the Quickbooks Sales Invoice and Bill Template Extracts that are generated from creating your CoS Invoices.

Case Note Creation Update
Support Coordinators can now create Case Notes for Clients where their status is either Active or Pending.

Plan Management
Quickbook Payment Terms Extract Update

The Payment Terms field has been changed to “Net 7”.  This change has been applied to both the Quickbooks Invoice and Bill Extracts that are generated from creating your Plan Management Invoices.





    • Related Articles

    • Careview Release 2 - 26th April 2023

      Careview Release 2 - 26th April 2023 Release notes attached.

    • Careview Release 5 - 3rd April 2020

      Release Notes Support Coordination System changes made to accommodate the release of 3 new Support Coordination Items under Core Supports, in line with the NDIA’s provider coronavirus (COVID-19) measures, announced on the 25th March 2020. Performance ...

    • Careview Release 4 - 7th April 2021

      Release Notes CRM Move Case Note Function Enhancement Delete a Service Region Resources New Service Provider Email Notification Bug Fixes Resolved issue where number of processed items duplicated when Cancelling invoices. Resolved issue where CoS ...

    • Careview Release 6 - 24th April 2020

      Release Notes Support Coordination A new column to report on Total Hours for the Month has been added to the Support Coordination Client List and Client Report. CoS Dashboard Graph for Total Hours now reflects Hours in HH:MM Format. Plan Management ...

    • Careview Release 11 - 9th July 2021

      Release Notes Streamline Streamline Launch Careview Branding Update Say Hi to our New Company Logo and Website ! Client Statement Setting New Client Statement Setting Validations Organisation Setting Update New Allied Heath Setting Resolved issue ...