Create a Statement from the Client Coordination Console
Use the following steps to Create a Client Coordination Statement;
1. Click Support Coordination from the Careview menu,
then select Client Coordination.
2. The Client Coordination screen displays. Type part of the client name in the first field, and select the full name when
it displays.
3. The Client Coordination screen for the Client displays.
4. Click
Create Statement
5. The Create
Statement screen displays. Type
or select the Start Date and End Date from the calendar and click to select a desired output.
6. The Download screen displays and Statement displays in the format chosen. Click on the CoS Client Statement to Open.
Related Articles
Support Coordination Overview
This section provides an overview of the functionality of the Support Coordination module. Access Support Coordination Module 1. Click the Support Coordination option in the Careview menu. 2. The menu expands to display the following sub-menu items: ...
Monthly Support Coordination Automated Statement Process
Support Coordinators can automatically send the CoS Statement to their clients using the Client Profile Email and Additional Email fields. The auto-generated Statement will include all Case Notes entered in the previous month. To enable the Support ...
Set up a Support Coordination Client
This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...
Create a Client Profile
You need to create a new Careview Client Profile record for all of your clients, whether you are a Plan Manager, Support Coordinator, or you are providing direct support. Use the following steps to create a client profile. 1. Click CRM in the ...
Getting Started with your Free Support Coordination Trial
Let's get started with Setting Up Your Account. Setting Up Your Account In order to get the best experience out of your Free Trial, it is recommended that you setup the following Settings. 1. Organisation 2. Client 3. Task Console 4. Support ...