Clone a Service Contract
Careview enables you to create a new Service Contract by copying specific information from a current client Service Contract.
Use the following steps to clone an existing Service Contract;
1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).
2. In the Client Funding table below the Client Details, click to Open the Service Contract you wish to clone.
3. The Service Contract screen displays, click on the Action button and select Clone Contract:
4. The Clone Service Contract popup screen displays.
Complete the following details;
- Set all Plan Dates.
- Click to select the checkbox against the available Clone Options.
Although Careview allows creating a PACE Service Contract by cloning from a non-PACE service contract, you will need to check and add additional
budgets for any relevant categories that have been introduced by PACE.
If
your organisation is using Careview's PRODA Integration, you will be able to use it to add the missing PACE budgets. If not using PRODA Integration, it would be necessary to add the missing PACE budgets manually, so you can can create services against those categories.
Where you do not select any of the available options, only the Service Contract Details will be copied into the new Service Contract.
5. Click on Clone & Save.
6. New Service Contract screen displays.
Status of Current Service Contract is set to Inactive.