Guides
How to Enable Notifications for Advantage (Google Chrome Browser)
1. Login to the app using the advantage.careview.io 2. Click on the profile icon 3. Enable the Push Notifications by selecting the tick icon 4. A pop-up will appear in your browser asking you to allow notifications. Click Allow when prompted: 5. Once ...
Get ready for Advantage 2.0
Advantage 2.0 is now available, we want to make sure you're prepared by sharing answers to some commonly asked questions and user guides. Advantage 2.0 is a brand new platform we've built based on your feedback so there will be a bit of a transition ...
Advantage 2.0 Client User Guide: Web Portal
The Advantage application is now available as a web portal and mobile app. This guide covers the web portal. To support accessibility this version is screen reader compatible and supports light and dark mode. NOTE: If you are a relationship record to ...
How to Register and Log into Advantage
Your Plan Manager will send an invitation to your registered email address to grant you access to Advantage. Desktop 1. Open the invitation email and select Accept Invitation 2. Create a secure password. Note: You will use these credentials for all ...
Advantage 2.0 User Guide: Mobile app
Welcome to the mobile version of the Advantage 2.0 application. This guide walks you through the key features and functions available in the mobile app, with a focus on navigating service contracts, budgets, invoices, and statements. You can access ...
Advantage 2.0 Invite Process
We've changed the invite process for Advantage to support the introduction of a desktop version. This change now means that all users have separate logins to view the data they have been given access to. Important: If the relationship email address ...
How to revoke access to Advantage
Revoke All Access Use this option if you want to completely prevent the user from logging into Advantage. 1. Locate the user whose access you want to revoke (either from a client record or a relationship record) 2. Click the Remove Access button. 3. ...
How to remove access to the Old Advantage
When your participant is ready to move over to Advantage 2.0. It’s important to disable the access of the old Advantage. This will help support the cutover process as well as give us feedback when the time comes to removing the old Advantage app. To ...
How to install Advantage on an iPhone
You can access Advantage via the browser on your mobile device or install it as an app, so it appears on your device’s home screen. To install it as an app on iOS 26 please follow the below steps: 1. Open Safari and login to Advantage ...
How to install Advantage on an Android Device
You can access Advantage via the browser on your mobile device or install it as an app so it appears on your device’s home screen. To install it as an app please follow the below steps: 1. Open your browser and login to Advantage ...
How to Enable Notifications for Advantage (Edge Browser)
Overview This guide explains how to enable browser notifications for Advantage using the Site Info button in Microsoft Edge. This method allows notifications for this site only and does not affect other websites. Step 1: Open Advantage 1. Open ...
How to Remove a Client's Careview Advantage Access
This article explains how to remove Careview Advantage access for a participant. 1. In CRM > Clients, locate and open the client profile of the participant for which Advantage access should be removed. 2. In the client profile click the Advantage ...
How to reset the Careview Advantage password for a participant.
This article explains how to reset the Careview Advantage password for a participant. 1. Go to CRM and select the participant. 2. In the client profile click on the Advantage Access button. 3. Click on Reset password and resend welcome email. 4. An ...
Enabling Notifications in Careview Advantage on Android
The following steps can be helpful if issues are being experienced with receiving mobile notifications in Careview Advantage, or where there may be a need to re-enable notifications after having previously disabled them. 1. In your mobile device's ...
Enabling Notifications in Careview Advantage on iOS
The following steps can be helpful if issues are being experienced with receiving mobile notifications in Careview Advantage, or where there may be a need to re-enable notifications after having previously disabled them. 1. In the app settings for ...
Reset Password and Resend Welcome Email for Advantage
This article explains how to reset the participant's Advantage password and resend the welcome email. 1. Go to CRM and select the participant who's password you would like to reset, and send the welcome email to. 2. In the client profile ...
Advantage Marketing PDF
Attached is a PDF marketing sheet that organisations can use if they would like to advertise the use of Careview Advantage to their clients.
How to set up Careview Advantage Access for participants.
This article explains how to set up Careview Advantage access for a participant. 1. Go to CRM and select the participant you would like to give Advantage access to. 2. In the client profile click on the Advantage Access button. 3. ...
Careview Advantage Invoicing
Advantage Invoicing Overview The Advantage Invoicing feature is designed to give NDIS Participant’s greater visibility and control in how their NDIS budget is spent. When this feature is enabled, NDIS Participants are able to: View all of their ...
Careview Advantage User Guide
Logging In for the 1st Time Your Plan Manager or Service Provider will need to give you access to login into the app. You will receive an email with your Username (which is the NDIS Number) as well as a password. You can use these login details to ...