Support Coordination
Support Coordination Client List - Customise columns display
This section offers an overview of how to tailor the data view on the Support Coordination Client List to suit your preferences. 1. From the Main Menu, select Support Coordination and click on Clients. 2. The Support Coordination Client List screen ...
Support Coordination Client List - filter and sort columns
This section provides an overview of how to Filter and Sort your clients on the Support Coordination Client List. Support Coordination Client List Overview Note: The Support Coordination Client List displays records of all Support Items for clients ...
How to add in Support Coordination funding
This guide will take you through the steps for setting up funding for your Support Coordination client. 1. Go to CRM then select Clients 2. Find your client via the search bar in the top right 3. Open their client profile and select New on the Client ...
CoS Aggregation Setting Option
Careview aggregates any CoS NDIS Claiming file and Invoicing extracts produced from the CoS NDIS Claims tab. This aggregation consolidates multiple services into a single row in the NDIS Claim CSV and Invoice extracts, if they were created against ...
Create a CoS Invoice File
This article explains how to create a file for your Plan Managed and Self Managed participants. This export file can then be used to import into your chosen accounting package to generate invoices for payment of billable hours. From this page you can ...
Create Provider Travel Non-Labour Claim
The below process can be used if you want to create a claim for the provider travel non-labour costs accrued by a support coordinator in the process of delivering supports to a participant. It is important to note that, before you can create a ...
Service Support Rollover
This process can be used when there has been a price increase for a rate that is used within a Service Support item. Existing Service Supports can now be rolled over. When initiated, this process will: Set the Quantity on the original Service ...
Case Note History Console
The Case Note History Console gives you the ability to view all Case Notes created for a specific Support Coordination Client Profile. This includes Case Notes raised on both Active and Inactive Service Contracts for a selected date range. Use the ...
Monthly Support Coordination Automated Statement Process
Support Coordinators can automatically send the CoS Statement to their clients using the Client Profile Email and Additional Email fields. The auto-generated Statement will include all Case Notes entered in the previous month. To enable the Support ...
Edit a Case Note
Use the following steps to Edit a Case Note: If a case note needs to be edited but that Case Note is already in a claim or invoice file, the Revert a Case Note process will need to be followed before editing. 1. Click Support Coordination from the ...
Undo the Cancellation of a Delivered Service Record
Use the following steps to undo the cancellation of a delivered service record. Completing this process will revert a Case Note and related Delivered Service if it was accidentally cancelled. 1. From the Main Menu select Support Coordination ...
Cancel a Delivered Service Record
Use the following steps to Cancel a Delivered Service Record. This will set the Case Note and related Delivered Service to cancelled adjusting the budget accordingly. 1. From the Main Menu select Support Coordination from the Careview menu, ...
Revert a Case Note
If a case note has been accidentally claimed, or there is an error within the case note that needs to be amended before finalising the claim ( but the case note has already been included in a claim file ). You can revert a case note to remove it from ...
Mark a Case Note as Paid
Use the following steps to Mark a Case Note as Paid; 1. From the Main Menu select Support Coordination from the Careview menu, then click on CoS NDIS Claims or CoS Invoice (depending on the records you want to mark as paid). 2. Click on Review, next ...
Create a CoS Client Report
Use the following steps to Create a CoS Client Report; 1. From the Main Menu, select Support Coordination and click on Clients. 2. The Support Coordination Client List screen displays. Under Actions click to choose Export All Columns or Export Table ...
Delete a Case Note
Use the following steps to Delete a Case Note. It is not possible to delete a case note which has been included in a created Careview 'CoS NDIS Claim' or 'CoS Invoice Claim'. To delete such a case note, it would be first necessary to revert it (see ...
Move a Case Note
Use the following steps to Move a Case Note from one Service Contract to another for the same Client. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. In the Client ...
Create a Case Note
Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1. Click Support Coordination from the Careview menu, then select Clients. 2. The Client list screen displays. ...
Create a Statement from the Client Coordination Console
Use the following steps to Create a Client Coordination Statement; 1. Click Support Coordination from the Careview menu, then select Client Coordination. 2. The Client Coordination screen displays. Type part of the client name in the first field, and ...
Navigate the Client Coordination Screen
This screen displays sections of information about the selected Client, additionally it enables you to create new case notes and tasks. Both the Client Profile and the Client’s Service Contract are also accessible from this screen. See below full ...
Create a CoS NDIS Claim
This article explains how to create a file for your Agency managed clients (clients will have to have their Support Coordination Service Support set to Agency for them to show within this field). This file can then be uploaded to PRODA for bulk ...
Reassign a Client to New Support Coordinator
Use the following steps to reassign a Client to a new Support Coordinator: It is suggested to re-assign clients before the Support Co-ordinator account is deactivated ( if applicable ) as it will cause their assigned clients to be removed from the ...
Support Coordination Overview
This section provides an overview of the functionality of the Support Coordination module. Access Support Coordination Module 1. Click the Support Coordination option in the Careview menu. 2. The menu expands to display the following sub-menu items: ...
Set up a Support Coordination Client
This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...
Support Coordination Dashboard
The Support Coordination Dashboard displays graphical representations of information for the selected Support Coordinator (or all available support coordinators if 'All' is selected). Dashboard Components Please note that information displayed on the ...
PRODA and COS NDIS claim difference
Part of the issue with the difference is how the NDIS is rounding your claims. They do a conversion of Hours into a QTY which you can see on their Remittance Advice. They then multiply that rounded QTY by the Rate to calculate the total they are ...