Careview Client Profile - Relationships

What is a Relationship Type

Relationships give additional information about the people who provide support to the NDIS participant. 

A relationship could be: 
  1. Parents and/or other family members 
  2. Advocates / friends 
  3. Office of the Public Guardian 
  4. Local Area Coordinators (LACs) 
  5. Mainstream Service Providers. 
Relationships enable you to quickly reference contact details, such as name, phone number, and email address.




    • Related Articles

    • Create a Relationship Type

      Within Careview there is already a default list of Relationship Types to choose from.  But if the type you want is not in the list, you can create it by following these steps. 1.      Click the Settings icon on the top right of the screen.  2.      ...

    • Add an Existing Client as a Relationship on the Client Profile

      Use the following steps to add an existing client as a Relationship on the Client Profile. 1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2.      Click Relationships. ...

    • Edit a Relationship Record on the Client Profile

      Use the following steps to edit a relationship record on the Client Profile. 1.      Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want). 2.      Click Relationships. 3.      The ...

    • Create a Note Type in Client Profile

      This process explains the steps involved when creating Note Types to be used in the Client Profile page: This process does not include how to add Support Coordination Note Contact Types - please refer to KB Article "Create a Contact Type for Case ...

    • Create 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 ...