Careview Connect - System Overview

Careview Connect Overview


Careview Connect is a web application that has been designed to enable Careview organisations to share information with other Service Providers. One example of how it can be used is to enable Plan Managers to share information with Support Coordinators (the Support Coordinators don’t need to be Careview clients). Client information displayed in read-only format will include budget as well as invoice/service delivery.


Provider/Client Relationship


Careview Connect uses the existing Service Provider relationship on the Client Profile. This means if you have already created the Provider and associated them to one or more Clients in your Careview, they will see those clients if you give the Provider access to Careview Connect.





This release includes an update to the Provider Page Layout. A Clients table has been added that will display all of the Client Profiles in your Careview that the Provider has been related against.

You can also add the Provider to one or more Client Profiles by clicking + Add New.

This update also enables you to easily remove the Provider / Client Relationship for either all clients (an example where you would do this is if the Support Coordinator is no longer working with any of the clients) or individual clients. To remove one or more clients from the Provider, select the client/s and then click Delete. Please note this does not delete the Client Profile.

For Support Coordinators that are currently using Careview this can also be used when a staff members leave.


Client List


When the User logs in they will see all of their specific clients which is based on the Client Profile, Service Provider table. The information displayed includes:

  1. Client Name and DOB
  1. Careview Organisation:
  1. This is the Careview Organisation that the client information is being shared from.
  1. Note that Careview Connect can show information from multiple Careview Organisations.
  1. NDIS Number
  1. Email
  1. Phone
  1. Mobile
  1. Status.

The Client List is paginated and will display 10 clients per page. The User can search for client information using the Search bar if they have a large number of Clients in Careview Connect.

The User can click on the Client Name to open the Client Profile view.


Client Profile


The Client Profile is designed to show the User basic contact information as well as budget summary information. The User can select from the Service Contract list to view related budget information. The information displayed includes the following.
 
Delivered Services $ by Month

This shows the funding consumed for each month of the selected Service Contract.


Budget Report

Using the 'Budget Report' button downloads a report for the selected service contract containing information about plan budgets and service provider category budgets.






Service Contract Summary, Budget Timeline and Budget Summaries

This shows the funding summary from the Service Contract:

  1. Total Funding
  1. Total Allocation
  1. Total Remaining, Total Delivered, Total Claimed and Total Unclaimed.

The Budget Timeline enables the User to quickly compare what has been utilised in the budget (the Delivered Total and % is displayed) in comparison to elapsed time of the Service Contract.

Core, Capital and Capacity Building graphs display the overall Total, Remaining and Delivered Amounts. The rendering of the graphs is dependent on the Category Budgets on the Service Contract.



Category Budgets

This will present the User with each Category Budgets Total, Remaining and Delivered amounts as well as the Service Delivered % in comparison with the Time Elapsed % of the Service Contract. The User can scroll through the Category Budgets by clicking the forward and back arrows.



Invoicing

The complete invoicing history for the client can be accessed Invoice icon, highlighted in the below screenshot



The Invoice List can be filtered by Service Provider, Invoice Status and From / To Date Range.




The User can view additional invoice information by clicking on the expand arrow.




Expanding an Invoice will display the invoice lines entered as well, if attached, the original Invoice, which can be viewed/downloaded.


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