CoS Dashboard

CoS Dashboard

The CoS Dashboard Enhancement aims to upgrade the current dashboard experience by integrating a Power Bi embedded dashboard, featuring real-time and historical data. This enhancement will provide a quick and efficient way to gain valuable insights into billable and non-billable time spent with participants (Capacity Planning) and track the budgets of supports delivered, eliminating the need for constant report generation.

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    • Support Coordination Dashboard

      The Support Coordination Dashboard displays graphical representations of information for the selected Support Coordinator (or all available support coordinators if 'All' is selected). Dashboard Components Please note that information displayed on the ...

    • Main Dashboard

      The Main Dashboard can be filtered to allow you to view both Current and Previous financial year data. 6 Months Current FY Previous FY Current Qtr Previous Qtr Simply click on the new Reporting Period filter dropdown menu to make your selection, from ...

    • CoS Aggregation Setting Option

      ​Careview aggregates any CoS NDIS Claiming file and Invoicing extracts produced from the CoS NDIS Claims tab. This aggregation consolidates multiple services into a single row in the NDIS Claim CSV and Invoice extracts, if they were created against ...

    • Create a CoS Hours Report

      Use the following steps to create a CoS Hours Report; Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header. 1.         From the Main Menu select Support Coordination from the Careview ...

    • Create CoS Hours Report

      Follow this process to create a CoS Hours Report. 1. Click on CRM and select Clients. 2. Click on the Report button and select the CoS Case Note Report. 3. A new window will appear, enter the date range and select the filter required (all hours, ...