Careview Release Notes 13 - 30th July 2021

Careview Release 13 - 30th July 2021

Release Notes


Plan Management
  1. Streamline Date Field Check

Support Coordination
  1. Xero Show SC Claim Type Setting

Help Centre
  1. Support Request Integration

  1. Resolved issue where CoS Case Note Report was showing created date in UTC for some Case Notes
  2. Resolve issue where editing Task in Client Profile table was incorrectly resetting the Assigned to user
  3. Resolve issue in CoS NDIS Claims and CoS Invoices screen where User Account names with special characters were displaying incorrectly
  4. Client Profiles report has been updated to export all selected Client Profile fields as well as selected related records

Plan Management

Streamline Date Field Check

The Streamline Edit screen has been updated to show visual cell indicators where the Invoice has:
  1. Future Delivered, Delivered From or Delivered To dates
  2. Delivered From date is after Delivered To date

Where the above date issue exists, the below validation warning is displayed when the Create Invoice button is clicked. The User can either choose to create the Invoice in which case the dates are used when the invoice is created in the Invoice Entry tab, or the User can update the dates by clicking Continue Editing. 



Support Coordination

Xero Show SC Claim Type setting

A new option has been added to the Xero Extracts setting called Show SC Claim Type. When this option is enabled, the related Claim Type from the Support Coordination Case Note will be added to the Description column in the Xero Bills and Sales Invoice CSV files.

Support Coordination customers will need to make sure they are setting the correct Claim Type in the Support Coordination Note Contact Types setting. For information on how to do this please refer to https://desk.zoho.com.au/portal/careview/en/kb/articles/contact-type-setting. Where no Claim Type is set, STAND will be exported to the Xero files.

To enable:

1. Open the Settings Page

2. In the Integration section, click on Xero Extracts

3. Enable the Show SC Claim Type

4. Click Save

As per the below example, Xero CSV files created from the CoS NDIS Claim or CoS Invoices tabs will now include the Claim Type in the Description column.



Help Centre

Support Request Integration

You can now create a support ticket in the Help Centre in Careview. Once the ticket is created, one of our Support Team will then provide further assistance.

1. Click on the Help Centre icon in the bottom left hand corner


2. In the bottom menu click Tickets

3. Add the Subject and Description

4. Click Submit


The below confirmation will be displayed, and a new support ticket will be created.


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