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Sandbox Deployments 2026-07-31
<br> All New Features Improvements All Date Release Note 27 July 2026 Search bar in the portal is improved. Results now load faster and appear as you scroll, making it easier to search and browse people. 27 July 2026 Bulk selection is now ...
Production Releases 2026-07-31
&lt;br&gt; All New Features Improvements All Date Release Note 27 July 2026 Rollover calculations in the system are improved during closing periods. Rollover amounts now adjust automatically based on late payment changes, keeping ...
Scheduled System Upgrade and Maintenance on 31 July 2026
Rollover adjustments after quarter close
This topic describes how rollover adjustments work when payment variations are received after a quarter has closed. Keywords: rollover adjustment, unspent funds, funding source, payment variation, quarter close, carevision rollover, funding ...
CareVision Academy
CareVision Academy is the central learning hub for CareVision users, designed to support onboarding and continuous skill development. It provides a repository of training resources, including introductory system guides, major learning series such as ...

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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