Careview Release 12 - 27th July 2021

Release Notes 

Plan Management

1. New PRODA CSV Download Setting
   

1. Resolved the following issues with the new PM Client Summary Statement;
   
1. Category Budget Utilization no longer included Declined Invoices
   
2. Added a new Paid Invoice Summary footnote to let the clients know that invoices paid in the statement period may include services delivered in a previous month
   
3. Category Budget Utilisation - where ILC Budget is enabled, the amount of the ILC Budget will be deducted from the Category Totals. 
   
2. Resolved issue where client count was incorrect in the invoice download summary in Service Entry
   
3. Resolved issue where if ABN = REIMB, Accounting Package data fixed the Download CoS NDIS Claim function
   
4. Resolved issue where "Assigned to" field not being set correctly by client profile loader
   

Plan Management

Proda File Claim Download Options Setting

A new setting has been added that changes the Proda download CSV file for Plan Managers. If the new setting is enabled, each claim will be made unique by the addition of a suffix to the ClaimReference column.

Whilst this update can be used by all Plan Managers we strongly recommend that any Plan Managers that are using Streamline enable this feature to remove the risk of duplicate claims being rejected by Proda.

To enable the new setting:

1. Open the Settings Page

2. In the Plan Management Section, click PRODA File Claim Download Options

3. Enable the Add Suffix to Claim option and click Update

4.  When the Claim CSV file for Proda is generated from the Service Entry page, -CareviewN will be added to the Invoice Number in the ClaimReference column.

As an example, if the Invoice Number is ABC-0001 and the invoice has three lines, the ClaimReference in the file will be:

1. ABC-0001-Careview1
   
2. ABC-0002-Careview2
   
3. ABC-0003-Careview3
   

If the new setting is enabled, the duplicate claim warning in the Invoice Creation, Edit and expanded Invoice view will no longer be displayed.

Please note that you cannot configure the suffix. We need the claim reference to be consistent for the new Proda Payment Summary CSV file loader that we’re aiming to release in August.

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