Recent Articles
How to Add a Lead
Managing leads is a key step in building strong client relationships and supporting a smooth onboarding process. This topic describes how to add a lead in the portal. Keywords: lead management, client onboarding, create lead, client profile setup, ...
Production Releases 2026-05-15
All New Features Improvements All Date Release Note 07 May 2026 Two new fields: Funding Source and Use Default Funding, are now available in the Fees and Charges section of the Quote modal, indicating which funding source each fee item uses. These ...
Sandbox Deployments 2026-05-15
All New Features Improvements All Date Release Note 8 May 2026 Improved handling of quote printing. Downloaded PDFs now include all services correctly when generating quotes. 12 May 2026 Added support in the Invoice component for the new fields: ...
Sandbox Deployments 2026-05-08
Improvements Improvements Date Release Note 07 May 2026 In the Fees and Charges section of the Quotes modal, the layout is improved with a card-style design. Fee summaries and subtotals are easier to review, with updated Add and Remove Ref buttons, ...
Production Releases 2026-05-08
All New Features Improvements All Date Release Note 30 April 2026 In People > Contractors > Offered Services, deactivated services no longer appear in the dropdown when adding services to a contractor profile. 30 April 2026 Client status dates can ...

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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