Recent Articles
Overview of the CareVision Portal
The CareVision web portal provides access to tools used to manage care, staff, and operations within one system. Understanding how to use the portal helps you navigate sections, access records, and complete tasks within the platform. This topic ...
FAQs: Support at Home Rollover Funding
Support at Home - Rollover Funding A new fee item, Support at Home - Rollover Funding, has been introduced to the following funding source templates: Support At Home - HCP Transitional - Level 1 to Level 8 Support At Home - Level 1 to Level 8 This ...
Production Releases 2026-05-22
All New Features Improvements All Date Release Note 20 May 2026 A new Funding and Budget Management Dashboard is available in Dashboards > Funding & Budget Management. You can view client funding, budgets, and planned spending in one place to track ...
How to Generate Statements in the Settings Area
You can easily generate client statements of account in the Settings area to review funding sources, track expenses, and support reporting or audits. This feature allows you to download PDF statements for one or multiple clients based on your ...
FAQ: What is the "Close Quarter" button?
What is the Close Quarter button? The Close Quarter button in Claims Management > Statement Periods Management allows you to finalise a quarter and automatically calculate rollover funds for the next period. When will the Close Quarter button appear? ...

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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