Getting Started with your Free Plan Management Trial

Getting Started with your Free Plan Management Trial


Let's get started with Setting Up Your Account.

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.       Task Console
4.       Plan Management
5.       Accounting Package Integration
6.       Sentinel
 

1. Organisation Settings

 
First, you should head over to Organisation Settings 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.


5. 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.
 

6. 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 Participant


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


Your First Invoice



Your First NDIS Claim



Your First Statement


Follow the steps in this Guide to Create a Manual Statement, allowing you to get a sneak peak at how the Statements will look for your Clients.

Click here to see how to setup an Auto Generated Statement and see all the available options within Careview.

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 our InstructionVideos.
 

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

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