Careview - Settings

Create a Contact Type for Case Notes

Use the following steps to create a Contact Type for selection in your Case Notes.


1.      From the Top Right Navigation Bar, click on the Settings icon.



2.      Under Support Coordination, click on Note Contact Types.



3.      The Note Contact Type screen displays. Click New.




4.      The New Note Contact Type screen displays.

Notes

From 1 July 2026, some NDIS support item numbers include suffixes to identify how the service was delivered or claimed. This applies to some Allied Health support items, including Non-Face-to-Face, Telehealth, Provider Travel, NDIA Requested Reports and Cancellations.

Where applicable, the Suffix field can be used on the Note Contact Type so Careview can apply the correct suffix item number when the case note is claimed or invoiced.


Complete this screen as follows:
  1. Enter Description
  2. Select Claim Type
  3. Select Suffix if applicable (Note: The Suffix should only be selected where it matches the Claim Type. Leave Suffix blank for standard or direct-service contact types.)
                                      
5.      Click Save.

InfoImportant: Continue setting up the Service Support using the base support item only. Do not create separate Service Supports for each suffix. If you need to use suffix claim types, create the Note Contact Types for those claim types and select the matching Suffix.

When selecting the suffix, please refer to the following table as required:

Claim Type
Suffix
NF2F
_NF or _NF2
THLT
_TH
TRAN
_PT
REPW
_RR
CANC (NSDH, NSDO, NSDT, NSDP)
_CA or _CA2
STAN
No Suffix