Release Notes 2019
Careview Release 18 - 1 November 2019
Summary Plan Management: Invoice Entry Pagination Cancelled Invoice Alert Bulk Invoice Loader. CRM: Client Alerts Relationship Setting Note Filtering / Searching. Service Contracts: Delivered Service Validation Check Delivered Service Report. ...
Careview Release 17 - 25 September 2019
Summary Plan Management: Monthly PM Invoice Creation Status filter added to Invoice Report Budgets: Service Provider Category Budget Updates In Progress Plan Management: Bulk Service Provider Invoice Loader Budget Credits CRM: Client Goals Client ...
Careview Release 16 - 10 September 2019
Summary Task Management: New Task Management functionality Support Coordination: Updates to Client Coordination page CoS Case Note Report Plan Management: New Invoice Entry exclusion checkbox CRM: Client List Loader Update In Progress Plan ...
Careview Release 15 - 26 August 2019
Summary CRM New fields added to Client Profile: Plan Management Current Rate Exit / Deceased Date Agreement Signed Date Additional Emails. Temporarily removed Client Profile Deletion option. Plan Management: NF2F Claim Type added to Invoice Creation. ...
Careview Release 14 - 12 August 2019
Summary Budgets: Service Provider Category Budgets Delivered Services can now be edited and related Service Support removed Add validation to prevent Service Supports from being deleted if they have related Delivered Services. Invoice Entry: Invoice ...
Careview Release 13 - 29 July 2019
Summary Plan Management: Automated Statements - Postal Statement feature added Support Coordination: 15 minute expanded interval duration setting 5 minute expanded interval duration setting General: QuickBooks Sales Invoice file extract Primary ...
Careview Release 12 - 8 July 2019
Summary Plan Management: New Invoice Report added to the Invoice Entry screen ABN Number now displayed in Invoice Entry Creation Service Provider field Budget Management: Added ability to roll-over existing Service Supports Added ability to exclude ...
Careview Release 11 - 2 July 2019
Summary Plan Management: 1. New Client Invoice Approval field added 2. Added Provider Paid date to Invoice View screen 3. Added new Action to approve Invoices with Status = Pending Client Approval 4. Added ability to attach and ...
Careview Release 10 - 21 May 2019
Summary Technical Infrastructure Update: Move Delivered Service and Service Support entities from Azure Cosmo DB to SQL. Plan Management: Invoice Entry: Top section of the page is now fixed to provide better user experience. Invoice Creation: Added ...
Careview Release 01 - 16 January 2019
Summary Major Updates Monthly Plan Management Statements updates: Can now be cc’d to Support Coordinators Can now be filtered by either Date Delivered/Delivered From or Date Claimed Ability to add a custom paragraph Formatting improvements Email ...
Careview Release 09 - 14 May 2019
Summary Plan Management: Invoice Creation: Validation added to Invoice line date fields. ABA File Generation: ABA functionality deployed for testing by select number of Careview PM Clients Please refer to Page 5. Manual PM Statement: Ability to ...
Careview Release 08 - 26 April 2019
Summary Plan Management: Invoice Editing Updates: Invoice Line Item Status can now be reverted to enable re-download of selected invoice lines Duplicated Invoice Number check added Cancel button added. Cancelled Invoices: Cancelled Invoice numbers ...
Careview Release 07 - 9 March 2019
Summary Updates Plan Management: o Invoice Entry Download optimisation o Invoice Editing Support Coordination: o CoS NDIS Claims extract updated to include reference number CRM: o New Client Reports added for PM and CoS o Inactive Clients ...
Careview Release 06 - 13 March 2019
Summary Updates Support Coordination: 15 Minute duration setting added Additional duration values added to 5 minute and 6 minute interval settings Excel extract added to Client List. CRM: Service Type filter added to Client List. Upcoming Release The ...
Careview Release 05 - 25 February 2019 Sentinel
Summary Updates This release includes the first version of Sentinel. Sentinel Sentinel is our new alert notification system that is designed to give you proactive insights into different types of data events that occur in your Careview environment. ...
Careview Release 04 - 13 February 2019
Summary Updates Support Coordination: CoS Statement added to Client Coordination screen Aggregation option added to Support Coordination settings. Plan Management: Invoice filter added to Invoice Entry Sentinel: Infrastructure has been deployed into ...
Careview Release 03 - 31 January 2019
Summary Updates Support Coordination: Case Note edit modal updated CRM: Client List can now be sorted in Last Name order Client List CSV Download updated to include Monthly Statement Opt Out field. Plan Budgets: Resolved calculation issue where the ...
Careview Release 02 - 29 January 2019
Summary Updates Careviewgo Mobile App: Mobile application released for Support Care Workers / Allied Health Professionals. Support Coordination: Case Note Subject Line added Date Extracted added to CoS NDIS Claims MYOB Sales Invoice file. CRM: Client ...