Careview Release Notes 10 - 1st July 2021

Careview Release 10 - 1st July 2021

Release Notes

Support Coordination
  1. CoS NDIS File Change to include ABN

CRM
  1. Notes Table Update - Changes required to Note Types allocated in the System

Bug Fixes
  1. Resolved where certain fields are note resetting to default values, during the creation of a new client profile
  2. Resolved issue where filtering by note types in the Client Notes Table, display incorrect table page numbers


Support Co-ordination

CoS NDIS Claim File Change to include ABN

Changes have been made to accommodate the mandatory entry of the ABN and ABN Codes – EXCLS and REIMB in the ABN of Support Provider Field in the CoS NDIS Claim file for Plan Managed clients.

CRM

Notes Table Update - Change of Client Statement Note Type Allocation

To resolve recent issues reported, where no Note Type is being assigned to all Client Statements entries in the Notes Table on the Client Profile.

We have made the following system changes.
  1. A Note Type of “Budget Report” will be created as a standard system setting under Settings>Clients>Note Types for all Careview Organisations where the Note Type does not currently exist.
  2. This Note Type will no longer be editable by the User
  3. The Note Type will be automatically assigned to all Client Statement (Plan Managed and Support Coordination) entries in the Notes Table on the Client Profile

Notes Table Update –Note Type – General

The Note Type – “General” is allocated in the system for all Email Templates. To resolve any issues with Note Types being renamed, this Note Type will also no longer be editable by the User.