Statements

Is there is any way that we can allocate the statements to go out on different dates for each participant?

Currently no, the automated statements all go out on the same day of the month. You could manually send them though from the Service Contract.


    • Related Articles

    • Monthly Plan Management Automated Statements Process

      Overview  Careview Plan Management Clients can automatically send a copy of the monthly statement in PDF format to their NDIS participants. For those Participants that prefer to receive the monthly Statement via post there is also a setting which can ...
    • Set up your monthly plan management statements

      Careview can send out monthly statements to your clients. To enable this, go to Settings, scroll down to Auto Generated Outputs, and select Plan Management Client Statement. Enable the Auto Generate Monthly Statement setting, then work your way down ...
    • Monthly PM Automated Statements

      Overview Careview Plan Management Clients can automatically send a copy of the monthly statement in PDF format to their NDIS participants. For those Participants that prefer to receive the monthly Statement via post there is also a setting which can ...
    • Xero Extract - Show Service Dates Setting

      Use the following steps to enable the Show Service Dates setting, so that the Delivered Date or Delivered From and To Dates in the Description field in all Xero Extract Files. 1.            Click on Settings ​ 2.            Under Integration click on ...
    • How to enter in an invoice for a PACE participant

      Please note: your PACE participant will need to be enabled as a PACE participant as well as have a PACE Service contract entered into Careview before continuing. Guides on these processes are found under PACE in the Knowledge Base (Please note PACE ...