What information do I need to give you to get started?
We will need your basic client profile information, which we can
upload into Careview using a template. We'll send you a copy of that when you
are ready. In terms of the service bookings, if you run the service booking
export in PRODA for all of your clients, that will give us a starting point as
we can load that into Careview to create the budgets.
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