Recent Articles
What Is the Scheduling Board
The Scheduling Board is where rostering happens, so knowing the board well helps rosterers give each booking to the right worker quickly and confidently. This topicprovides an introduction to the Scheduling Board. KEYWORDS: scheduling board, ...
Sandbox Deployments 2026-10-09
All Improvements All Date Release Note 07 October 2026 Client and staff selection on the Exports page is improved. You can now select specific clients or staff when limiting an export to selected records. 07 October 2026 The Data Sanitation for Xero ...
Production Releases 2026-10-09
All New Features Improvements All Date Release Note 05 October 2026 A new client filter is available on the Data Sanitation for Xero Invoice Export page. You can now filter records by client, select all matching records, and assign the correct Xero ...
Does unlocking the care management percentage change it for other clients?
No. Unlocking applies across the board but does not change any existing values or quotes. It only means the field can be edited while it is unlocked, so lock it again as soon as you have made the change. Related articles Setting care management to 0% ...
Setting care management to 0% for a client with no care management allocation
Occasionally a client has no care management allocation available for the quarter, for example when they transfer mid-quarter. In that case care management should not be deducted from their available budget. Confirm on PRODA that the client has no ...

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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Recent Articles

What Is the Scheduling Board

Sandbox Deployments 2026-10-09

Production Releases 2026-10-09

Does unlocking the care management percentage change it for other clients?

Setting care management to 0% for a client with no care management allocation

Popular Articles

Getting Started For Field Staff

Adding Staff and Their Detailed Profile

Using Departments and Regions

Creating Case Note Types & Adding Case Note Security

Notifications for Staff Leave Management

Sandbox Announcements