Client Profile
Delete a Client Goal on the Client Profile
Use the following steps to delete a client goal from a client profile. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Client Goals. 3. The Client Goals table displays. ...
How to Deactivate a Client Profile
Use the following steps if you wish to deactivate a client profile. 1. Go to CRM and select Clients 2. Search for the client (either by name or NDIS number) 3. Click on the client's name and use the Deactivate button from the client profile
How to edit details in a Relationship record
1. Go to CRM and select Clients 2. Change the Type via the filter drop downs. 3. Find the relationship record you need to edit. 4. When you are in the profile you can edit as required.
Reactivate Client Profiles
Please follow the below steps to reactivate a client profile. 1. Click on CRM and go to Clients 2. Search for the particular client you need to reactivate Inactive clients will display in a grey text within the Client console 3. Select the client ...
Delete a Service Region
Please follow the steps below to delete a Service Region. 1. Click on the CRM and select Service Region. 2. Click on the rubbish bin to delete the Service Region. 3. A confirmation window will appear, click confirm to complete the ...
Add Medications
This article explains how to add medications into Careview to select in a client profile. 1. Click on the CRM section in your Careview account to open the available list. 2. Click on the Medications heading. 3. Click on the Create New ...
Delete a client profile in Careview
This article explains how to delete a client profile in Careview. 1. Click on the CRM and select Clients 2. Search or select the participant you would like to delete from your Careview account. 3. Click on the participant name to open, ...
Exit or Deceased
To mark a participant profile as Exit or Deceased 1. Select CRM > Clients from the menu to display a list of all client profile records. 2. Click in the Search field and type the client’s “name”, “email” or “NDIS number” then click Search. 3. ...
How to do a Mass Update of the PM Rate in the Client Profile
Use the following steps to do a mass update of the Plan Management Current Rate field in the Client Profile. 1. From the Client List screen, click on the Actions button, and choose Download To CSV. 2. Save the File. 3. From within ...
Create a Client Task on the Client Profile
Create a client task on the client profile, using the following steps. The client profile Status must be Active or Pending (System Status only) to create a task. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for ...
Delete a Relationship Record on the Client Profile
Use the following steps to delete 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 ...
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 ...
Delete a Note on the Client Profile
Use the following steps to delete a note on the Client Profile. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Notes. 3. The Notes table displays. Under ...
Delete a Medical History Note on the Client Profile
To delete a Medical History note on the client profile, use the following steps: 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Medical History. 3. The ...
Delete Medication Information on the Client Profile
Use the following steps to delete a Medication Information entry from a client profile. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Medications. 3. The ...
Edit Medication Information on the Client Profile
Edit medication information on the client profile, using the following steps. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Medications. 3. The Medical ...
Add Medication Information to a Client Profile
You can add medication information to a client profile, using the following steps. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Medications. 3. The ...
Edit a Medical History Note on the Client Profile
Edit an existing note about a client’s medical history on their client profile, using the following steps. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click ...
Add a Medical History Note to the Client Profile
Add a note about a client’s medical history to their client profile, using the following steps. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Medical History. ...
Edit a Note on the Client Profile
Use the following steps to edit a note on the Client Profile. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Notes. 3. The Notes table displays. Under ...
Add a Note to the Client Profile
You can add notes to a client profile about actions taken. Examples can be: General notes Case notes NDIS Plan notes Service Agreement notes You can also add files to provide more information. Use the following steps to add a note to a Client ...
Reactivate a Client Profile Alert
To reactivate a Client Profile Alert use the following steps: 1. Click Client Alerts. 2. From the Client Alert table, Under Actions click Edit on the Alert you want to reactivate. 3. When the Edit Client Alert screen ...
Delete a Client Profile Alert
When you no longer need a Client Profile Alert, use the following steps to delete it: 1. Click Client Alerts. 2. From the Client Alert table. Under Actions click Del on the Alert you want to delete. 3. The following prompt ...
Deactivate a Client Profile Alert
To deactivate a Client Profile Alert use the following steps: 1. Click Client Alerts. 2. From the Client Alert table, Under Actions click Edit on the Alert you want to deactivate. 3. When the Edit Client Alert screen ...
Edit Client Profile Alert
To edit a Client Profile Alert, use the following steps: 1. Click Client Alerts. 2. From the Client Alert table. Under Actions click Edit on the Alert you want to change. 3. When the Edit Client Alert screen displays, make the ...
Create Client Profile Alert
It’s useful to create a Client Alert when you need to be notified whenever any selected screens are opened. When you create an alert, you specify the screens where the alert will be active. When any of these screens are opened, you’ll see the alert. ...
Create a Client Goal on the Client Profile
When you’ve created a goal for a client, you must add at least one Strategy to show how the goal will be achieved. You can also add one or more Actions and one or more Supports. Use the following steps to create a client goal for your client. ...
About the Individual Provider
You can associate specific individual providers to a Client Profile and they appear in a list on the Client Profile record, for example: This is typically used for: Careview Plan Management clients who want to associate the Support Coordinator that’s ...
Add an Individual Provider to a Client Profile
Use the following steps to add an Individual Provider to a Client Profile. 1. Open the Client Profile. Click Individual Providers to display the Individual Providers table. Click New. 2. The Add Provider screen displays. In the ...
Create an Individual Provider Record
An individual provider record can be used to represent an individual member of a service provider (other than your organisation). Before commencing this process, you will want to ensure that there already exists a service provider record representing ...
Edit a Client Profile
Use the following steps to edit a client profile. 1. Select CRM > Clients from the menu to display a list of all client profile records. 2. Click in the Search field and type the client’s name, email or NDIS number then click Search. ...
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 ...
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. ...
Add a Relationship to a New Client Profile
Use the following steps to add a Relationship to a new 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 ...