Careview Relationships - Create Relationship Type

Create a Relationship Type

Within Careview there is already a default list of Relationship Types to choose from.  But if the type you want is not in the list, you can create it by following these steps.

1.      Click the Settings icon on the top right of the screen. 



2.      When the Settings screen displays, scroll down to Clients and click the Client Relationship Types link.


3.      Click +New.


4.      Type the name of the new Relationship Type, then click Create



5.       The new Relationship Type is added to the end of the list of Relationship Types and is given the next consecutive number


    • Related Articles

    • Add a Relationship to a New Client Profile

      Use the following steps to add a Relationship to a new Client Profile. 1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2.      Click Relationships. 3.      The ...

    • What is a Relationship Type

      Relationships give additional information about the people who provide support to the NDIS participant.  A relationship could be:  Parents and/or other family members  Advocates / friends  Office of the Public Guardian  Local Area Coordinators ...

    • 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 ...

    • Create a Note Type in Client Profile

      This process explains the steps involved when creating Note Types to be used in the Client Profile page: This process does not include how to add Support Coordination Note Contact Types - please refer to KB Article "Create a Contact Type for Case ...

    • Edit a Relationship Record on the Client Profile

      Use the following steps to edit a relationship record on the Client Profile. 1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2.      Click Relationships. 3.      The ...