Instructional Videos
Introduction to Careview Support Coordination (demo) (2mins 34sec)
Introduction to Careview Plan Management (demo) (4mins 07sec)
Setting up and using Careview Advantage
If your plan manager has given you access to Careview Advantage, you can view your NDIS funding at any time, and you may also have the ability to approve or decline invoices before they are claimed from your NDIS plan. When your plan manager sets ...
Creating case notes for remote and non remote rates
If you're working with remote or very remote clients, you can set up Careview to let you claim the remote rates when you're visiting the clients and the non-remote rates when you're providing indirect supports from a non-remote location. When setting ...
Importing your NDIS Payment Summary file
To set up Careview to import your NDIS payment summary file, go to Settings, Plan Management, and Select Payment Reconciliation. Enable the Use Payment Summary file setting and set your Tolerance level. The Tolerance setting lets you specify the ...
Paying service providers
If you've set up Careview to pay service providers, you can do this once the invoices have been successfully claimed through PRODA. Go to Plan Management, Invoice Entry and set the status to show your extracted invoices. If needed, you can set the ...
Support Coordination Videos
Below is the list of instructional videos we've created to assist you with using Careview for Support Coordination. Creating a client in Careview (2min56sec) Creating a service contract (3min18sec) Entering funding for support coordination clients ...
Plan Management Videos
Below is the list of instructional videos we've created to assist you with using Careview for Plan Management. Creating a client in Careview (2min56sec) Creating a service contract (3min18sec) Entering funding for plan managed clients (4min5sec) Set ...
Clone a service contract
When a client has been given a new plan from the NDIS, to save time you can use their existing service contract in Careview to create the new one. To do this, go to CRM, Clients, Locate your client and open their current service contract. Click the ...
Extracting case notes for externally plan managed and self managed clients
To extract your case notes for your externally plan-managed and self-managed clients, go to Support Coordination and click Cos Invoices. If you have extracted case notes previously, these earlier claims will show on your screen. To create a new ...
Extracting case notes to claim through PRODA
To extract your case notes to claim through PRODA, go to support coordination and click COS NDIS claims. If you've extracted case notes previously, these earlier claims will show on your screen. To create a new claim, click on the new NDIS claim ...
Extracting invoices to claim
To extract your invoices for claiming, go to Plan Management, click on Invoice Entry, and set the status field to show only extract generation invoices. These are the invoices that have been entered into Careview but not yet claimed. Check the From ...
Entering invoices for claiming
To enter an invoice, go to Plan Management, click on Invoice Entry, then click the Create New button. Search for the client and select them from the results. Their details display on the screen via to confirm the correct client has been selected. ...
Creating case notes
You can create case notes for your clients on the client coordination screen. You can access this screen in two ways. Firstly, you can go to support coordination, click on clients, and select the client's name. The other way is to go to support ...
Set up your monthly plan management statements
Careview can send out monthly statements to your clients. To enable this, go to Settings, scroll down to Auto Generated Outputs, and select Plan Management Client Statement. Enable the Auto Generate Monthly Statement setting, then work your way down ...
Entering funding for support coordination clients
To enter the funding for your support coordination client, open the service contract by going to the CRM section on the menu, clicking on clients and selecting the client's name. On the client profile screen, go to the client funding section showing ...
Entering funding for plan managed clients
To enter the funding for your plan managed client, open their service contract by going to the CRM section on the menu, clicking on Clients and selecting the client's name. On the Client Profile screen, go to the Client Funding section showing at the ...
Creating a service contract
To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...
Creating a client in Careview
To create a new client in Careview, go to the 'CRM' section on the menu on the left side of your screen, click on 'Clients', then click the 'Create New' button in the top left corner. You'll notice some fields have red stars next to them. These are ...