Reactivate Client Profiles
Please follow the below steps to reactivate a client profile.
1. Click on CRM and go to Clients
2. Search for the particular client you need to reactivate
Inactive clients will display in a grey text within the Client console
3. Select the client profile and go to Edit
4. Change the status of the client from Inactive to Active
5. Once complete click Save in the top left
Related Articles
How to enable a PACE client profile
This is how you enable one of your PACE participants within Careview. Please note: If you do not have this option, you will need to contact support@careviewapp.com so we can enable your organisation to be PACE active. 1. Go to the CRM menu header on ...Reactivate a Client Profile Alert
To reactivate a Client Profile Alert use the following steps: 1. Click Client Alerts. 2. From the Client Alert table, Under Actions click Edit on the Alert you want to reactivate. 3. When the Edit Client Alert screen ...Edit a Client Profile
Use the following steps to edit a client profile. 1. Select CRM > Clients from the menu to display a list of all client profile records. 2. Click in the Search field and type the client’s name, email or NDIS number then click Search. ...How to Deactivate a Client Profile
Use the following steps if you wish to deactivate a client profile. 1. Go to CRM and select Clients 2. Search for the client (either by name or NDIS number) 3. Click on the client's name and use the Deactivate button from the client profileCreate a Client Profile
You need to create a new Careview Client Profile record for all of your clients, whether you are a Plan Manager, Support Coordinator, or you are providing direct support. Use the following steps to create a client profile. 1. Click CRM in the ...