How to Remove a Client's Careview Advantage Access

This article explains how to remove Careview Advantage access for a participant.

1.      In CRM > Clients, locate and open the client profile of the participant for which Advantage access should be removed.

2.      In the client profile click the Advantage Access button.

3.      Click Remove Access.

• Related Articles

• How to set up Careview Advantage Access for participants.

  This article explains how to set up Careview Advantage access for a participant. 1.      Go to CRM and select the participant you would like to give Advantage access to. 2.      In the client profile click on the Advantage Access button. 3.      ...

• How to reset the Careview Advantage password for a participant.

  This article explains how to reset the Careview Advantage password for a participant. 1. Go to CRM and select the participant. 2. In the client profile click on the Advantage Access button. 3. Click on Reset password and resend welcome email. 4. An ...

• Careview Advantage Invoicing

  Advantage Invoicing Overview The Advantage Invoicing feature is designed to give NDIS Participant’s greater visibility and control in how their NDIS budget is spent. When this feature is enabled, NDIS Participants are able to: View all of their ...

• Advantage Marketing PDF

  Attached is a PDF marketing sheet that organisations can use if they would like to advertise the use of Careview Advantage to their clients.

• Reset Password and Resend Welcome Email for Advantage

  This article explains how to reset the participant's Advantage password and resend the welcome email. 1.      Go to CRM and select the participant who's password you would like to reset, and send the welcome email to. 2.      In the client profile ...