Exit or Deceased

To mark a participant profile as Exit or Deceased

1. Select CRM  > Clients from the menu to display a list of all client profile records.

 

2. Click in the Search field and type the client’s “name”, “email” or “NDIS number” then click Search.

 

3. Click any one of the fields to open the client profile.

 

4. Click Edit on the client profile page.

 

5. Once the Edit Profile page displays, scroll down until you see the “Exit / Decease Date” field and enter the date the participant exited or became deceased.

6. Scroll to the top of the page to select Save.

• Related Articles

• Reason for Exit Setting

  Use the following steps to manage your Reason for Exit fields. The new Reason for Exit fields for selection will be available on the Edit Client Profile screen. Create a Reason for Exit 1. Click on Settings (Top right section of your screen when you ...

• Careview Release 15 - 26 August 2019

  Summary CRM New fields added to Client Profile: Plan Management Current Rate Exit / Deceased Date Agreement Signed Date Additional Emails. Temporarily removed Client Profile Deletion option. Plan Management: NF2F Claim Type added to Invoice Creation. ...

• Careview Release 10 - 12th June 2020

  Plan Management New Create Client Statuses Feature. Service Entry Screen Total Amount Display Change. Client Funding Additional Service Contract Detail Fields. CRM New Additional Client Profile Fields. Performance Migration of Client Provider Data to ...

• Careview Release 6 - 17th Aug 2022

  Careview Release 6 - 17th Aug 2022 Release notes attached.

• Careview Release 11 - 2 July 2019

  Summary Plan Management: 1.      New Client Invoice Approval field added 2.      Added Provider Paid date to Invoice View screen 3.      Added new Action to approve Invoices with Status = Pending Client Approval 4.      Added ability to attach and ...