Reports
Change your Organisation's 'Authorised Data Sharing Contact Information' Details
Use the following steps to change your organisation's Authorised Data Sharing Contact Information in Careview; 1. Click on the Settings icon. 2. Under Security, click on Authorised Data Sharing Contact Information. 3. Make the required changes to the ...
How to Create a CoS Funding Report
1. Click on CRM then select Clients 2. Click on the Reports tab and click CoS Funding Report 3. The Downloads page will then load and the excel spreadsheet can be downloaded
Create a Delivered Service Report
This article explains how to create a Delivered Service report for a participant. 1. Click on CRM > Clients 2. Search for participant name and select. 3. Open the Service Contract in the Funding table. 4. Scroll down to the ...
Main Dashboard
The Main Dashboard can be filtered to allow you to view both Current and Previous financial year data. 6 Months Current FY Previous FY Current Qtr Previous Qtr Simply click on the new Reporting Period filter dropdown menu to make your selection, from ...
Create CoS Hours Report
Follow this process to create a CoS Hours Report. 1. Click on CRM and select Clients. 2. Click on the Report button and select the CoS Case Note Report. 3. A new window will appear, enter the date range and select the filter required (all hours, ...
Create a CoS Case Note Report - All Clients
Use the following steps to Create a CoS Case Note Report for all Clients. 1. Click on Clients under the CRM Main Menu. 2. The Client List screen displays. Click on the Reports button, and choose CoS Case Note Report from the Menu. 3. The ...
Create a Client Funding Report
Use the following steps to create a Report using available fields from the Client Service Contract. 1. From the Main Menu, select Reports and then click on Client Funding. 2. The Client Funding Report selection screen displays. The screen ...
Create CoS Client Hours Report
Use the following steps to create a CoS Client Hours Report; Report displays Case Note Hours entered for each Client included in the extraction header. 1. From the Main Menu select Support Coordination from the Careview menu, then click on ...
Create a CoS Hours Report
Use the following steps to create a CoS Hours Report; Report displays Case Note Hours entered for each Support Coordinator that created Case Notes in the extraction header. 1. From the Main Menu select Support Coordination from the Careview ...
Create a Client Profile Report
Use the following steps to create a Report using all available fields from the Client Profile. 1. From the Main Menu, select Reports and then click on Client Profiles. 2. The Client Profiles Report selection screen displays. 3. Click to ...
Create a Case Note Report
Use the following steps to create a case note report for a specific Client. 1. Click Support Coordination from the Careview menu, then select Clients 2. The Client list displays. Select the client profile you are wanting to generate the ...
Create a Task Report
You can create a report on all Tasks or selected Tasks. Use the following steps to create a task report. 1. From the menu, click CRM, then select Tasks. 2. The Task Console screen displays. 3. Select the Tasks you want included ...
Create a Service Support Report
If you are coordinating support services for your clients, it can be useful to run a Service Support report. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the ...