Carevision Plus: Reallocating Bookings from Mobile App
In moments when a staff member requires emergency leave, it becomes crucial to swiftly reallocate bookings to ensure seamless continuity of care. This process can be efficiently managed through the Carevision Plus mobile app, providing rostering administrators with an easy way to reassign responsibilities aside from opening the Carevision web portal.
Here's a step-by-step guide to facilitate this transition:
Launch the Carevision Plus Mobile App and log in using Org Admin credentials to access administrative privileges.
Navigate to the Calendar section within the app interface.
Locate the relevant Staff or Client associated with the booking that needs to be reallocated.
Select the specific booking in question and proceed to the Details tab.
Within the Details tab, scroll down to locate the Attendees section.
Tap on the "Change Staff" button to initiate the process of reassigning the booking to another available staff member.
After reallocating, the app will reload. Recheck the booking if the Staff Name changed.
By following these steps, administrators can efficiently manage emergency leave situations, ensuring that client care remains uninterrupted and seamlessly transferred to another capable staff member.
Related Articles
Introduction to Client Quoting in CareVision
In CareVision, new quotes and contracts are generated when adding a new client, updating a client’s package during reviews, or making significant package changes. New potential clients are assigned the Lead status by default. When there is genuine ...How to Create a New Staff Member in CareVision
Staff members form the foundation of your organisation’s success and play an important role in delivering quality care to clients. Whether you are new to CareVision or expanding your team, smooth onboarding helps ensure everyone is well-prepared to ...New Features in Staff Leave Section
The following new features were introduced to improve staff leave management, making it easier to track, select, and include relevant bookings and shifts in leave applications. For steps on creating a leave schedule for staff members, see the Leave ...Detailed Profile Section in Client Profile
The Detailed Profile section in the client profile provides an overview of each client, supporting personalized care and efficient communication. This topic describes the Detailed Profile section, explains how to complete client profile details, and ...Pausing Client Services & Client Leave
Client leave occurs when a client cannot receive services for a period of time due to reasons such as social leave, respite, hospital stays, transition care, or other circumstances. During client leave, services are suspended, which may affect ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.