Recent Articles
How to Assign Staff to a Shift Pattern with an Associated Social Group
This topic describes how to assign staff to a shift pattern with an associated social group. Keywords: shift patterns, staff scheduling, social groups, carevision scheduling, assign staff shifts, preferred staff allocation, autoscheduling, staff ...
How to Download CareVision Plus Mobile App
This topic describes how to download the CareVision Plus Mobile App on iOS and Android devices. Keywords: carevision plus app, carevision mobile app, download carevision app, carevision ios app, carevision android app, carevision login, carevision ...
FAQ: DEX Stage 3 Changes - CHSP Reporting
DEX Stage 3 introduces new CHSP reporting requirements from July 2026. Updates are currently being finalized by the department after testing and are expected by mid‑August 2026. Q: Do we need to configure anything in CareVision? A: No major system ...
Setting Up the New Quarter for Success 2026-07-17
Production Releases 2026-07-17
All Improvements All Date Release Note 11 July 2026 Improved handling of Outlet Activity ID in CHSP DEX invoice export. The system uses the Ref36 value from the applied billing category for Outlet Activity ID, or uses the client’s funding source when ...

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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