Getting Started with your Free Plan Management & Support Coordination Trial

Getting Started with your Free Plan Management & Support Coordination Trial



Let's get started with Setting Up Your Account in Careview.
 

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.       Tasks
4.       Plan Management
5.       Support Coordination
6.       Accounting Package Integration
7.       Sentinel
 

1. Organisation Settings

 
First, you should head over to Organisation Settings in Careview and configure it as needed. You can refer to our Organisation Settings article for information.

2. Client Settings

Click to access the following articles that will guide you on how to configure your Client Settings.


3. Task Settings

Click to access the following articles that will guide you on how to configure your Task Settings.



4. Plan Management Settings

Click to access the following articles that will guide you on how to configure your Plan Management Settings.

Service Contract Management
ABA File Generation
Remittance Advice

5. Support Coordination Settings

 
Create Note Contact Types – i.e., Email, Phone

6. Accounting Package Integration Setting

Careview supports the following Accounting Package Integrations.  Please click on the appropriate article below, for further information, dependent on your accounting package.
 

7. Sentinel Setting


Click here to access the guide on how to configure your Sentinel Settings.

Almost there...


Before you get started with creating Your First Participant, it is important that you create the following key data that is necessary to determine the correct pricing etc.

Please note that the Service Region set on the Client Profile, will determine which price guide is to be linked to the Client Funding.




Invoice Entry Overview



Click here to access the easy to read article that offers an Overview of the exciting features that are available.


Your First Plan Managed Participant


Set up your First Participant using the simple steps outlined in the following articles.


Your First Invoice



Your First NDIS Claim



Support Coordination Overview


In these easy to read articles we offer you an Overview of the exciting Support Coordination features that are available.

 
 

Your First Support Coordination Participant

 Set up your First Participant using the simple steps outlined in the following articles.

 

Your First Case Note

 
 

Your First CoS NDIS Claim

 
 

Your First CoS Invoice

 
 

Managing Users

 
As a System Administrator, you can.

1.      Create a User Account.
2.      Create User Roles and Positions.
3.      Update a User’s Details.
4.      Deactivate or Modify a User’s Access.

Please refer to the User Management User Guide for more information.

 

Need Help

 
The Careview Help Centre contains an extensive amount of materials to offer guidance on how to use all of our Careview Web Application Features.  Click here to access the Careview Help Centre Guide.

Also available are the following Instruction Videos.
Plan Management - Instruction Videos.
Support Coordination -  Instruction Videos.
 

Ready to Proceed

 
If at any time during Trial period, you make a decision that our product is the right one for you.

Please follow these steps to commence fully managing your participants within Careview.

1.       Ensure that all Settings have been configured as per the instruction given under Setting Up Your Account.
2.       Use the following instructions to import any of the following records in bulk if applicable.
  1. Participants – Clickhere for guidance on uploading all of your Participant records in bulk.
  2. Individual Providers – Click here for guidance on uploading all of the Individual Providers that you work with to provide the Services to your participants.
  3. Service Providers – Click here for guidance on uploading all of the Service Provider Companies that you work with to provide Services to your participants.
3.       When your Trial period is nearing expiration, go to View Billing Details and enter your Credit Card Details.
4.       Your all set to Go and of course if you need any further assistance, please contact one of our Customer Support Specialists via email at support@careviewapp.com