How to update Banking details for your Organisation

How to update Banking details for your Organisation

How to update or add in banking details for your organisation with Careview. 

1. Click on the Settings icon

2. Click on Organisation Settings under System



3. Add in the required details with the fields

4. When complete click Save







    • Related Articles

    • Organisation Settings

      This article details the settings and fields that can be populated on your Organisation Settings page. 1. Click on Settings (gear icon in the top right hand corner next to your User Name). 2. In the System section, click on Organisation Settings. 3. ...
    • Update your Organisation's Billing Details

      1. Click on Settings. 2. Under System, click on Billing Details. 3. The View Billing Details page appears. Click the 'Change Payment Details' button. 4. The Change Payment Details page appears. Edit any of the available fields as required, then click ...
    • Service Provider Bank Account details change notification email

      When a Service Provider's Bank details are changed, the below notification email will be sent: Example email: Hi person@company.com.au, As a courtesy, we want you to know that the bank account details for 'Best Support Options' have been changed by ...
    • Update Contact Details on your Careview Monthly Statements

      Please follow these steps to update the Contact information appearing on the Monthly Statements being sent out to your clients. 1. Click on Settings. 2. Under System, click on Organisation Settings. 3. The Edit Organisation Settings screen displays. ...
    • How to Change Authorised Data Sharing Contact Details

      Your organisation's Authorised Data Sharing Contact Information settings page holds a set of contact details, used where we need to provide (at your request) a report or extract containing data pertaining to your Careview organisation. The below ...