CareVision | Knowledge Base

Knowledge Base
Getting Started
Everything you need to know to configure CareVision for your business needs
Recent and Upcoming Releases
Learn more about the changes coming to the platform, provide feedback on feature plans and recent releases
Clients, Case and Care Management
Everything you need to know to manage clients and leverage capabilities for efficient and compliant case management
Staff Management
Everything you need to know for onboarding your staff, managing staff requirements, compliances and payroll related settings
Service Delivery
Everything about service delivery and the options you have to ensure effective, compliant and optimal service delivery
Scheduling & Rostering
Everything you need to know about scheduling and rostering including how to configure and run your scheduling team
Time & Attendance
Everything you need to know to accurately and efficiently manage time and attendance for service delivery
Quality & Compliance
All the ways you can use the CareVision Platform for your organisations Quality and Compliance Requirements
Financial Management
Everything relating to billing, paying and processing financial transactions, including claiming and budgets, statements and more
Community Engagement
Engage your community or residents, care recipients, care teams, family and friends, contractors and build a community that cares
Reporting
All the ways you can report using the CareVision Platform
FAQ, Implementation Guides & Resources
A collection of guides and resources used in the implementation of CareVision
API Documentation
Looking to integrate CareVision with your other business systems, check out these API Guides

Popular Articles
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 ...
Funding Rules Explained
Background Funding Sources in CareVision and for each Client CareVision allows your organisation to setup preconfigured templates containing fees, services and billing categories that relate to a particular funding type. Configuring Funding Source ...

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