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 menu, then select Clients from the drop-down list.

2.      The Client List screen displays - Click + Create New:

3.      The Create Client screen displays.

 

Select 'Client' or 'Relationship' in the Type field, to determine whether the profile belongs to a client, or instead a relation of one or more clients.

The client's Email Address, where any email correspondence will be sent to. Only one address can be entered.

To select more than one Service Type, hold the CTRL key while clicking those values.

Ticking Monthly Statement Opt Out will result in the email address in the 'Email' field not receiving automated monthly statements (email addresses in the 'Additional Emails' field, and the Support Coordinator if configured, will still receive statements).

If Send Postal Statement is ticked, the client will not receive statements via email. Instead, they will be emailed to the address in the 'Postal Statement Email' field on the relevant Plan Management Statement and/or Support Coordination Statement settings pages.

If All Invoices are Auto-Approved is ticked, any invoice being created for the client will have its 'Approved by Client' option toggled to 'Yes' by default.

The value in the Plan Management Current Rate field is used during the Monthly PM Invoice creation process. 

Any Additional Emails (addresses) the client's email correspondence should be received to. Multiple addresses can be entered, separated by a semicolon (eg. bob@email.com; john@email.com).

Where a client has a Status of 'Active', they will count against your subscription, and service records (eg. case notes, invoices) can be created for them.

4.      Complete all fields accordingly, based on the information in the Client Service Agreement.

5.      Click Save.

6.      Your new client record will be displayed.

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