How to enable a PACE client profile

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 the left hand side

2. Click on Clients


3. Use the search function to find the participant profile that is PACE managed

4. Once selected and the client profile is open. Use the Edit button in the top left


5. Once the edit window is open, go to the check boxes on the right hand side and select NDIS PACE Participant


6. Once complete click Save
7. You will notice from the CRM client list your paticipant will now have the purple PACE icon 

This icon will be used now throughout Careview to identify your PACE participants for you. 
Please note updating a client to a PACE participant will not update their existing Service Contracts only new ones that are created

    • Related Articles

    • PACE User Guide - Support Coordination

      An overview of PACE for Support Coordination. 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 the left hand side 2. ...

    • PACE USER Guide - Plan Management

      How to create a PACE participant 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 CRM on the left-hand menu and click Clients 2. In the top ...

    • How to create a PACE client with PACE Integration

      The PACE API 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 PACE portal. This process outlines the steps you would take if you wanted to enter in a ...

    • How to sync an Existing PACE Budget Category through Careview

      Please note you will need to have a LanternPay 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 ...

    • How to setup a Service Contract for a PACE participant

      Please note before this can take place your organisation will need to be PACE active (please contact support@careviewapp.com if not). Also your client will need to have the NDIS PACE participant check box enabled. More on this can be found in our How ...