The client import is limited to the core client/profile information. Unfortunately, we aren't able to import the client's historical funding, Service Contracts, previous invoices/transactions, or case notes from one Careview account into another.

The reason is that these records are closely linked within Careview. Funding is managed through the client's Service Contract, which then contains the relevant Service Supports and delivered services. Case notes are also linked to the specific Service Support within the Service Contract.

Because these relationships are unique to each client and each Careview account, importing this historical information into a new account could result in incorrect links or data corruption. For this reason, we don't support importing this information as part of the standard client migration.

You will therefore need to re-establish the relevant Service Contracts and funding in the new Therapro Careview account, and any required case notes/history would need to be retained separately rather than imported into the new account.

I appreciate this isn't as convenient as being able to transfer everything across, but it's an important limitation to ensure the integrity of the data in the new Careview account.