We still don’t have any clients under the Support Coordination menu.
In order for a client to appear under the Support Coordination
client list so that you can start adding Case Notes you need to the following 3
things:
- Client Service Type must contain Support
Coordination Client.
- You must allocate the Primary Support
Coordinator to the Client Profile.
- You must create a Service Contract and
add your Support Coordination Service Support.
Related Articles
We still don’t have any clients under the Support Coordination menu.
In order for a client to appear under the Support Coordination client list so that you can start adding Case Notes you need to the following 3 things: Client Service Type must contain Support Coordination Client. You must allocate the Primary Support ...
Support Coordination Overview
This section provides an overview of the functionality of the Support Coordination module. Access Support Coordination Module 1. Click the Support Coordination option in the Careview menu. 2. The menu expands to display the following sub-menu items: ...
PACE User Guide - Support Coordination
An overview of PACE for Support Coordination. 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 the left hand side 2. ...
Support Coordination Client List - Customise columns display
This section offers an overview of how to tailor the data view on the Support Coordination Client List to suit your preferences. 1. From the Main Menu, select Support Coordination and click on Clients. 2. The Support Coordination Client List screen ...
Set up a Support Coordination Client
This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...