Casenotes

Do entries get locked as soon as you save or at a certain point?

When a Case Note is entered it is initially unlocked. Once it has been claimed or invoiced, certain fields on the Case Note are then locked.




    • Related Articles

    • Re-generate an ABA File

      Use these steps to re-generate an ABA file and ABA File Report for invoices with the status 'Provider Paid'; 1.      From the Service Entry screen, uncheck the Exclude Provider Paid Invoices checkbox. 2.      Re-select the Invoices and then under ...
    • Get Help from Careview Support

      Careview users have access to the following support options. Use this for all support related enquiries or to report issues. 1. Visit the Careview Help Centre to access: Support, Security and Product Updates Getting Started Troubleshooting Tips ...
    • Show Total Amount of Invoice Entries

      Use the following steps to retrieve the total amount for invoice entries selected on the Service Entry screen. 1.      Click on Plan Management then select Invoice Entry from the Main Menu. 2.    The Service Entry screen displays. 3.     Select one ...
    • How to Save to a CSV file on Apple Mac

      If you are using an Apple computer there will be an extra step when trying to save the CSV file. When you download from Careview it will open into a program called "Numbers". Use the below steps to ensure it gets exported into the correct format for ...
    • What information do I need to give you to get started?

      We will need your basic client profile information, which we can upload into Careview using a template. We'll send you a copy of that when you are ready. In terms of the service bookings, if you run the service booking export in PRODA for all of your ...