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Production Releases 2025-06-05
All New Features Improvements All Date Release Note 01 June 2026 New printout options are available in Social Groups. You can now generate Meal Delivery and Transport Run documents, download them as a PDF, or send them directly to the event manager’s ...
Sandbox Deployments 2026-06-05
All New Features Improvements All Date Release Note 01 June 2026 Archived shift patterns no longer appear in Scheduling > Preferred Carer Staff Calendar and Scheduling Board. This ensures only active shift patterns are shown when planning and ...
FAQs: Changes to the Client Profile
Several changes have been introduced to the Client Profile to improve overall user experience. Below are answers to common questions about what’s changed and where to learn more. Question: Which sections have been updated? Answer: Several sections ...
How to Change the Preferred Carer for a Published Booking
To change the preferred carer for a published booking, you must update the care plan and cancel the existing published bookings. Then, re-schedule and publish the bookings so they are assigned to the new preferred carer. Steps: 1. Update Care Plan Go ...
FAQ: Why are two invoices generated under Support at Home?
Why are two invoices generated under Support at Home? Under Support at Home, client contributions are now calculated as a percentage of services delivered rather than a fixed fee. Because of this, billing outputs are split, resulting in two invoices ...

Popular Articles
Getting Started For Field Staff
Overview When you roll out CareVision or when you have new team members join it is important to ensure they are trained on how to use the mobile application effectively to succeed in their role. The main items to train new field staff on are: Logging ...
Adding Staff and Their Detailed Profile
Overview In this article, we will discuss the details of creating a new staff member profile, a person who can create a new staff member profile, the fields in the creation form that need to fill in, and the explanation about the detailed profile of ...
Using Departments and Regions
Departments and Regions Both departments and regions are used within CareVision to assist in allocating staff to clients. Regions Typically regions are used to allocate the geographic area a client is located in. For that reason a client can only be ...
Creating Case Note Types & Adding Case Note Security
Case Note Types Managing Case Notes across the organisation is a key quality and compliance process. Case Notes and other important notes are vital in keeping track of the client's medical history, wellbeing and ensuring that a continuity of ...
Notifications for Staff Leave Management
Staff Leave Workflow Organisations regularly receive new staff leave requests and it is important that the proper team is notified at the appropriate stage of the staff leave process so they can follow up and complete any required actions. Timely ...

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