Recent Articles
Sandbox Deployments 2026-04-24
All New Features Improvements All Date Release Note 20 April 2026 In the Claims Management Dashboard, under the Status and Actions column, click Unfinalize to revert a claim from Final to an editable state and allow further changes. 20 April 2026 In ...
Production Releases 2026-04-24
All New Features Improvements All Date Release Note 20 April 2026 The Claims Management Dashboard allows you to remove unfinalized claims and reopen finalized claims with a simpler action. You can easily adjust and manage your claims before ...
Multiple Default Funding Source in a Quote
What is this functionality? This functionality allows you to select more than one funding source as default in a quote. The system checks service dates and applies the correct funding source when dates match. Key Terms Term Definition Starts On ...
Production Releases 2026-04-17
Major Releases All New Features Improvements Major Releases Quote Improvements -Phase 2 Date Release Note 16 April 2026 Quote improvements for phase 2 are now released to production. See Quotes Modal Improvements. 16 April 2026 You can now view total ...
Manage Your Branch Offices on Mobile
This topic describes how to manage your branch offices on mobile. Easily switch between locations, access key information, and stay on top of client, staff, and scheduling tasks, all from the convenience of your mobile device. Keywords: branch ...

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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