Recent Articles
Sandbox Deployments 2026-05-29
All New Features Improvements All Date Release Note 22 May 2026 Service Warning filters in Actions > Service Review now show only bookings with the selected warnings. This makes it easier to identify and resolve issues while reviewing services. 22 ...
Production Releases 2026-05-29
All New Features Improvements All Date Release Note 22 May 2026 Editing a Social Group Planned Schedule now correctly retains your selected booking line item details. Previously saved values such as Claim Type, Bill Using, and Pay Using will now ...
Generate Meal and Transport Documents for Social Group Events
This topic explains how to generate the Meals Delivery and Transport Run documents for social group events. This helps support accurate meal preparation and transport coordination for social group events. Keywords: social group events, meal delivery ...
Display Social Group Events in Timeline View
This topic explains how to view and filter participant attendance using the Timeline view in social group events. This helps provide a clear visual overview of attendance, making it easier to track and manage participants. Keywords: event timeline ...
Mark Attendance and Add Notes in Social Groups
This topic explains how to record participant attendance and add case notes for social group events. Recording attendance and notes supports accurate documentation, billing, and participant tracking. Keywords: mark attendance, social group events, ...

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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