Recent Articles
Lunch & Learn FAQs
Q: What is the Lunch & Learn? A: A 1-hour lunchtime session covering key topics, workflows, and new features in CareVision through demos and discussions. Q: When are the sessions scheduled? A: Sessions start on 29 April 2026 from 12:30 PM. View the ...
Pooled Funding
Q: What is pooled funding? A: Pooled funding is a portion of a client’s budget that is set aside and combined into a shared pool at the provider level. This pooled amount (Example: Care management) is not spent per individual client but is used by ...
Funding and Budget Management Dashboard
The Funding and Budget Management Dashboard shows a clear view of client funding, budgets, and planned spending to help track how funds are allocated and used over a selected period. It helps make better budgeting decisions, improve forecasting ...
How DST Updates Work in CareVision
Daylight Saving Time (DST) transitions can affect staff availability, calendars, and scheduling. Understanding how these changes are managed helps ensure continuity of service and prevents confusion during time shifts. This topic describes what ...
How to Exit Contractors
When contractors are no longer engaged with the organisation, an end date and termination reason must be recorded to exit them from the system. This topic describes the exit process for contractors in CareVision. Keywords: contractor exit process, ...

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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