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Reason for Exit Setting
Use the following steps to manage your Reason for Exit fields. The new Reason for Exit fields for selection will be available on the Edit Client Profile screen. Create a Reason for Exit 1. Click on Settings (Top right section of your screen when you ...
Remove Invoice On-Hold Reason
Remove On-Hold Reasons (Single or Multiple Invoices) You can now remove On-Hold reasons from one or multiple invoices. Remove On-Hold Reason in Edit Invoice Screen Use the following steps to remove an On Hold Reason from an existing invoice entry ...
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. ...
Duplicate Invoice Check Setting
An invoice is prevented from being created or saved where Careview determines that invoice to be a duplicate of an existing invoice. On the Duplicate Invoice Check settings page, one of two available options can be enabled. The chosen option dictates ...
Client Profile Field Display Setting
1. Click on Settings 2. Under Clients, click on Client Profile Field Display. 3. The Client Field Display screen displays. Fields residing under Assigned Fields will be displayed on the Client Profile. Hold down the Ctrl Key and click to select ...