Recent Articles
Distance Travelled with a Client (DTWC)
Distance Travelled with a Client (DTWC) records travel when a staff member transports or accompanies a client during a booking. This may include taking a client to an appointment, activity, or another location. It is configured using a DTWC billing ...
Sandbox Deployments 2026-09-04
&lt;br&gt; All New Features Improvements All Date Release Note 03 September 2026 [API] A new system function allows multiple client funding sources to be moved from Basic Funding mode to Advanced Funding mode at once using Funding Source ...
Production Releases 2026-09-04
&amp;lt;br&amp;gt; All New Features Improvements All Date Release Note 01 September 2026 Handling of payments and claims has been improved. Direct PRODA adjustments now appear on client statements. 02 September 2026 Improved handling of ...
Managing Duplicate Staff Profiles
Understanding Active, Suspend, and Remove CareVision uses the terms Active, Suspend, and Remove when managing staff profiles: Active means the staff profile is available for normal operations. Suspend should be used when the profile and its history ...
How to Configure an Allocation Category
An allocation category is the funding bucket assigned to a billing category. It determines which part of a client’s funding a service or booking is charged against and how that expenditure is grouped for claiming, reporting, and client statements. ...

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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