Plan Management Videos

Plan Management Videos

Below is the list of instructional videos we've created to assist you with using Careview for Plan Management. 

  1. Creating a client in Careview (2min56sec)
  2. Creating a service contract (3min18sec)
  3. Entering funding for plan managed clients (4min5sec)
  4. Set up your monthly plan management statements (4min48sec)
  5. Entering invoices for claiming (4min48sec)
  6. Extracting invoices to claim (2min28sec)
  7. Clone a service contract (1min55sec)
  8. Paying service providers (2min42sec)
  9. Importing your NDIS Payment Summary file (3min55sec)
  10. Setting up and using Careview Advantage (5min 10 sec)

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    • How to view your Plan Management Statement

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