Recent Articles
How to Schedule a Buddy Shift
Buddy shifts provide a structured way to onboard new staff while maintaining continuity of care for clients. This topic describes what a buddy shift is and how to schedule it in the Scheduling Board. Keywords: buddy shift, schedule board, duplicate ...
Sandbox Deployments 2026-06-26
All New Features Improvements All Date Release Note 22 June 2026 New rollover actions are available in Actions > Claims Management > Statement Periods Management. On quarter-ending periods, authorised users can use “Rollover Funding Source” to ...
Production Releases 2026-06-26
All Improvements All Date Release Note 23 June 2026 Handling of rollover funding is improved. When generating statements, subtotals for funding fee items and rollover amounts are now calculated correctly, with rollover values no longer appearing ...
Sandbox Deployments 2026-06-19
All New Features Improvements All Date Release Note 16 June 2026 Improved handling of Xero Direct invoice downloads from Claims Management. Claims now correctly use the organisation associated with each claim when generating invoices, allowing Xero ...
Production Releases 2026-06-19
All New Features Improvements All Date Release Note 15 June 2026 Employee Number column now displays the staff employee number. The ‘Email’ and ‘Work Email’ fields now show the correct column headers and data. 15 June 2026 Meal delivery print format ...

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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