Recent Articles
How to Set Up Funding for Mid-Quarter Client Transfers
When a client transfers to a new provider mid-quarter, they do not carry over the full quarterly funding. Only the remaining balance must be applied, and it must be reflected in the funding setup. This topic describes how to set up funding for ...
How to Fix PRODA Payment File Import Issue Before Upload in CareVision
Fix the PRODA Payment Details CSV File Before Upload 1. Open the original PRODA payment details CSV file in Excel. 2. Save it as a new file. This becomes your working CSV file. Note: The “working CSV file” refers to the new file you save and modify. ...
What is the Locations Section in Settings?
The Location Management feature in Settings > Locations allows you to manage all locations within your organisation from a single screen. From here, you can view, create, search, and delete location records. Each organisation maintains its own set of ...
Managing Gap Payments When Client Funding Is Exhausted
Q: How do we manage clients whose funding has been exhausted or is insufficient, and who have agreed to pay the remaining balance privately? A: In CareVision, you don’t need to create a separate “private” profile for the client. Instead, you can ...
Understanding Funding Sources, Budget Allocation, and Care Plan Changes
Q: How does Budget Allocation work compared to Care Plan changes? A: Budget Allocation is set at the Funding Source level and represents a planned distribution of funds. It remains consistent even when the Care Plan is updated. A Quote is created to ...