Recent Articles
How to Manage Your User Licenses
Managing user licenses in CareVision supports cost-efficient operations. HR, People & Culture, and Finance roles oversee license allocation at both Head Office and branch levels. Please note: If a staff member holds accounts at both levels, each ...
How to Intake HACC Clients
This topic describes how to set up and manage HACC client profiles, including the required fields for personal details. Completing all relevant data supports accurate reporting and streamlines future billing and claiming processes. Keywords: hacc ...
How to Set Up Your Organisation’s HACC Data
This topic describes the setup of your organisation’s Home and Community Care (HACC) data, including the process for creating Group Sets and Client Groups. Keywords: hacc data setup, client groups, group sets, hacc export, indigenous status, living ...
Client and Staff Profiles Redesigned
The Client and Staff Profile sections in the management portal have been redesigned. This update is part of CareVision’s ongoing efforts to enhance the look and feel of the portal while improving the user experience. This article outlines the key ...
Sandbox Deployments 2026-02-20

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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