How to Bulk Enable NDIS PACE API Access for your Clients
Follow these steps to set the NDIS PACE API Access flag to true in bulk for your Clients.
1. Click CRM in the menu, then select Clients from the drop-down list.
2. The Client List screen displays.
3. Select the Show PACE API Clients Only filter.
4. Choose
the clients to enable NDIS PACE API access.
5. Under the Action menu, click to select PACE – Enable API Access.
6. A
confirmation pop up dialog displays—click Confirm or Cancel.
On
confirmation:
- The
system bulk updates the PACE API Access checkbox for selected clients.
- A
summary is displayed showing how many were processed successfully or
failed.
7. From the Client List, click to select
Show PACE API Clients Only filter to view updated profiles.
Related Articles
CRM Client List - Filter Clients
This section provides an overview of how to Filter your clients on the CRM Client List. Screen Filters The screen can be filtered using a combination of the following: Search Client by Name, Preferred Name, Email, Phone or Mobile Type - Client or ...NDIS SyncPro - PACE API - How to sync an existing client's Service Contract with PACE API Module
Careview's PACE integration can be used to save time. This is because instead of needing to enter in data manually the information can be synced into Careview directly from the NDIS PACE portal. This guide outlines the process for syncing in an ...How to enable a PACE client profile
This is how you enable one of your PACE participants within Careview. Please note: If you do not have this option, you will need to contact support@careviewapp.com so we can enable your organisation to be PACE active. 1. Go to the CRM menu header on ...NDIS SyncPro - PACE API - How to sync an Existing PACE Budget Category through Careview
Please note you will need to have a HICAPS registration that is synced with Careview before using this process. If you have any questions please contact support@careviewapp.com You will also need to have the PACE API enabled under your NDIS SyncPro ...NDIS SyncPro - PACE API - How to create new PACE Plan budgets via the PACE API module
Please note you will need to have a HICAPS registration that is synced with Careview before using this process. If you have any questions please contact support@careviewapp.com You will also need to have the PACE API enabled under your NDIS SyncPro ...