We're in the process of releasing a new data loader from the Invoice Entry screen. This will take a CSV file and validate the contents against the client budgets in Careview. Our clients that are providing support services will then be able to ...
At the moment no, you would need copy the emails or save them as an attachment in Careview when creating the Case Notes. We will be looking at how we can integrate Careview with Outlook however development for that won't be until next year.
You'll be able to store your client information such as copies of NDS Plans, Service Agreements, Reports etc in Careview so you shouldn't need to continue using OneDrive.
Careview can generate different reports. One of them is a client statement. The statement can be automated to send out on the first day of the month (as an example).
We will need your basic client profile information, which we can upload into Careview using a template. We'll send you a copy of that when you are ready. In terms of the service bookings, if you run the service booking export in PRODA for all of your ...
All client data in Careview is backed up using mirrored data centres that are located in Melbourne and Sydney. If you would like a copy of your information exported from the system we can schedule in a regular backup which can export data in CSV ...
Use the following steps to download a copy of your Client List. 1. From the Client List screen, click on the Actions button, and choose Download To CSV. 2. Save the File. 3. From within Microsoft Excel, open the file from the Saved ...
Relationships give additional information about the people who provide support to the NDIS participant. A relationship could be: Parents and/or other family members Advocates / friends Office of the Public Guardian Local Area Coordinators ...