Related Articles
How to Add Billing Contacts to a Client Profile
As part of Support at Home requirements, adding the correct billing contacts helps manage client finances. If someone manages finances on behalf of the client, you need to fill in fields such as Billing Contact, Billing Organisation Contact, and ...
FAQ: Adding Medicare Details on the Client's Profile
When adding the Medicare details, make sure to complete the three fields associated with it. Medicare Card ID Medicare IRN Medicare Card Expiry If one of these fields is left blank, you will receieve an error for "Invalid Input"
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 ...
Set Up the Client Groups Section in the Client Profile
Setting up this section is important for capturing information that will be included in relevant forms, such as Contractor Service Agreements. Keywords: client groups, client profile, living arrangements, client lives alone, client lives with, ...
Setting up Funding, Fees and Services from the Client's Profile
When exisiting clients of organisations have been imported into CareVision, the process of Quoting and Contracting ias unnecessary as they are added as Active Clients. Organisations can set-up their clients by simply creating a client, add funding, ...