Careview Release 6 - 5th May 2021

Careview Release 6 - 5th May 2021

Release Notes


Plan Management

  1. Bulk Invoice File Import Enhancement.

System Performance Updates Completed

  1. Migration to SQL - Settings
  2. Weekly Reminder Email
  3. Client Goal
  4. Remittance Advice
  5. Plan Management Statement Optimisation


Bug Fixes

  1. Resolved issue where the New Summary Statement incorrectly shows Plan Budget items that are excluded from allocation.
  2. Resolved issue where the Edit Delivered Service record automatically populated a qty where hours exists.

Plan Management


Bulk Invoice File Import Function Enhancement


A new “Enable Client Auto Approved Status” Setting option is now available under the existing Bulk Invoice Process setting.


When you enable this new Setting, the Bulk Invoice File Import system process, will check the “All Invoices Auto Approved” flag in the Client Profile and set the Invoice Status accordingly during the Invoice Creation process.


All current Bulk Invoice File Import CSV and Budget validations remain unchanged for this new Setting.


Use the following steps to enable this new Bulk Invoice Processing setting;


  1. Click on Settings.


  1. Under Plan Management, click on Bulk Invoice Processing.


  1. The Bulk Invoice Processing screen displays.

  1. Click to Enable Bulk Invoice Processing.  This will activate the function in the Service Entry screen, and the menu option will be available under the Data Loader Menu.


The Enable Default Creation Status toggle box will be Enabled by Default and the Default Creation Status is set to Extract Generated by default.


  1. Click to Enable Client Auto Approved Status.





  1. Click on Update.






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