CareVision Q1 Release Highlights

CareVision Q1 Release Highlights

Major Releases
All
New Features
Improvements
Major Releases

What’s New on the Portal

FeatureDescription
Advanced Search ToggleAllows you to quickly locate staff members or clients across all branches
New Home PageDelivers a refreshed layout and improved navigation
People Section
New Client ProfileClient Profile in the CareVision portal has been redesigned
New Staff ProfileStaff Profile in the CareVision portal has been redesigned
Contractor ModuleAllows management of contractor profiles and assignments
Actions Section
Claims ManagementAllows you to reconcile SAH claims against Services Australia payment statements
Staff Leave (Bulk Create)Allows creation of multiple leave entries in one action
Quotes & ContractsIncludes improvements to creating and managing quotes, along with a new quote print format
Service ReviewService Review Board filter for service warnings now available
Purchase ImportAllows bulk upload of invoices from external suppliers to manage high volumes and reduce manual work
Dashboards Section
Care Domain ManagementAllows you to track and manage care domain reviews across clients from a single dashboard
Funding and Budget ManagementDisplays client funding, budgets, and planned spending in a clear view for tracking allocation and usage
TimesheetAllows you to review timesheet and allowance data in line with Australian award interpretation rules

Support at Home

FeatureDescription
Support at Home ClaimingIntroduces end-to-end claiming workflow functionalities, from reviewing services and submitting claims to validating payments and generating invoices.
SAH Russell Kennedy AgreementHelps your organisation meet Support at Home (SAH) legal and regulatory requirements by providing tailored agreement documentation and configurable system settings.
SAH Statement FileAllows the creation of SAH statement files by assigning finalized claims to a statement period, recalculating funding, and generating official statements for distribution.
SAH Invoice FileAllows generating and sending funded and co-payment invoices after claim validation, with support for multiple finance system export formats.

CareVision Plus Mobile App

ImprovementsDescription
Manage Branches on MobileAllows coordinators to view and manage branch offices
Branch Office AccessProvides access to multiple branch environments
Switch Between BranchesAllows quick selection and navigation between branch views
Locations Permissions on Mobile AppSupports location access for scheduling and travel tracking
Location Data PolicyUpdates to how location data is collected, used, stored, and shared
All

April - Improvements

DateRelease Note
06 April 2026The search bar in the portal now includes contractors in the search results.
06 April 2026The system is improved to ensure that users can scroll as expected on key invoice review screens in the portal, including the Review Xero Invoices and Data Sanitation screens.
06 April 2026The system is optimized to improve the Xero Billing/Invoice Exports experience by enabling the Retry functionality for more export scenarios. You can now retry exports for invoices with Pending or Failed status.
06 April 2026The system is optimized so quoting for recurring service with multiple schedules is now calculated correctly.
06 April 2026The system is optimized so the Copy Funding Source button functions as expected when creating a quote.
06 April 2026The system is improved to enhance error visibility in Settings > Payroll. When an unexpected condition is encountered in Payroll Metrics, the error box now displays the detailed error message.
07 April 2026Funding source templates now sync services, billing categories, line item templates, and fees to client funding sources.
07 April 2026Service review filters now function as expected. See Filters on the Service Review Board.
07 April 2026Funding sources in the service review board now reflect as expected, and warnings display correctly.

March - New Features

DateRelease Note
12 March 2026Reconciliation status Dispute and Do Not Include is now available to exclude line items from invoices and statements.
16 March 2026The Care Domain Management Dashboard is now available to track and manage care domain reviews across clients in a single view. See Care Domain Management Dashboard.
16 March 2026New Home Page
The portal now presents a landing page interface that displays key operational metrics such as incidents, compliance breaches, care domains due, funding status, and time logs.

Users can review priorities, access detailed sections, and filter information, improving visibility of critical items.
16 March 2026New Payroll Timesheet Dashboard

CareVision introduces the Payroll Timesheet Dashboard, a new feature for Payroll and Finance users to review timesheet and allowance data. This dashboard helps you identify issues early and supports payroll data compliance with Australian award interpretation rules.
19 March 2026In the Recurring Services and Once Off Items sections, the following flags have been added: Active Funding, No Active Funding, and Expired Funding. Find out more here.
19 March 2026Under the Funding Sources section, the Funding Period field now includes a new option called Quarterly Date. This option also appears on Funding Source templates and Client Funding Source.
22 March 2026Staff members will be able to view their own timesheet payroll from the mobile app using a new menu item in the More section. This will allow staff to quickly access and review their payroll details on both iOS and Android.

March - Improvements

DateRelease Note
02 March 2026Manual line items added in the CareVision Head Office are now visible in the CareVision Plus mobile app for both iOS and Android. You can view all manual entries from Head Office on your mobile device, which helps you track and manage records more easily.
02 March 2026The system handles population of rollover fields in the funding sources table using values from the closed period. You can now track rollover balances and unspent amounts more efficiently, supporting accurate funding management for each new period
03 March 2026Billing categories and funding sources now appear as expected in the Client Profile under Social Group Schedule. You can update these details as needed, which helps you manage client billing and funding information more easily.
03 March 2026The file name for statements now starts with the outlet ID, followed by client and period details in this format: {outlet_ids}{last_name}{first_name}{client_id}{period}.pdf (for example: SAH_Kennedy_Mics_18556_2025_12.pdf).
05 March 2026The system displays booking instructions in the CareVision Plus mobile app for both iOS and Android, arranged from most recent to oldest. You can quickly view the latest booking details, making it easier to follow up on recent instructions and manage bookings efficiently.
05 March 2026The system supports the externally delivered bookings in staff calendars on the CareVision Plus mobile app for both iOS and Android. You can now view all bookings, including those delivered by external providers, which helps you manage your schedule efficiently.
10 March 2026Client calendar staff instruction updates are now saving correctly to internal notes.
10 March 2026The CareVision Client ID will be used in the DEX CHSP Claim file when the Organisation Global Reference ID field is blank in the client profile. This allows complete client information to appear in your output files.
12 March 2026The Claim IDs Section supports multiple budget allocations and provide a breakdown view for allocation details.
12 March 2026Debtor account creation updates for TechOne AR now support accounts based on active dates of funding sources.
12 March 2026The Claims Management Dashboard handles adjustment cases with credit and recharge line items by matching invoice numbers and updating statement calculations. You can upload claim files without negative line items and see accurate payment statement details. See Handling Negative Claim Adjustments from Service Cancellations.
12 March 2026Payment handling for multiple allocated budgets is now supported to reconcile total amounts across funding categories and to reflect split amounts in invoices and monthly statement files. See Handling Claims with Multiple Budget Allocations and Contributions.
13 March 2026Sandbox update allows generated statement ZIP files to be opened and extracted.
16 March 2026SSO update for invalid user handling is now available to prevent Error 500 responses.
16 March 2026The system now supports header parameters to return required data for dashboard display.
16 March 2026The system supports search, multi-select filtering, sorting, and pagination for care domain records.
16 March 2026The system supports filtering calendar items to display only unallocated bookings using a new parameter in calendarv2.
16 March 2026The system now supports retrieving care domain dashboard KPI data with overdue items, upcoming reviews, and summary indicators.
16 March 2026Staff forms and notes are now displayed as expected in the Notes and Forms section of each staff member’s profile. ParentOrg staff can view notes and forms for child staff. You can easily access and review all relevant staff records, which supports better coordination.
16 March 2026Task filtering update is now available to exclude tasks linked to inactive clients or staff.
16 March 2026Care Management for the quarter retrieval is now available in the system with support to return only hours from bookings that include time log and billable case notes.
16 March 2026Service Review time log summary update is now available with corrected values returned for all data.
16 March 2026Calendar V2 booking retrieval update is now available with support to include parameters that return unapproved bookings.
16 March 2026The system supports processing payment items in uploaded payment files that do not match existing SAH claim records, including items created from manual changes in the Services Australia portal. The system records these items as SAH claim details and includes them in the claims table, invoice statements, and drawdown calculations.
16 March 2026A unique LegalNumber is now included for each invoice line in the Epicor export file. You can track invoices more easily and match records with accuracy.
16 March 2026When you add new services from a quote, the system now attaches the selected funding source correctly in the care plan.
16 March 2026Statement generation update is now available with dynamic display of service details based on organisation settings.
16 March 2026The system now supports mapping between service type and unit to determine which unit applies on SAH claim file export.
16 March 2026The system now supports improved performance for service review records with correct pagination and consistent display of records.
16 March 2026Interim Funding display update is now available and now shows as expected. See Configure Interim Funding Client Group for SAH.
17 March 2026SAH Claim reconciliation action buttons update is now available and are disabled when the claim is in a finalized status such as Accepted or Disputed.
19 March 2026The Quotes modal has been improved to provide a better experience when creating and managing quotes for both the portal and the mobile app. These updates include revised section headers, removal of the Total Balance section, and simplified calculations across Fund Sources, Fees and Charges, Recurring Services, and Once-Off Items so that only total values are displayed. For more information, see Quotes Modal Improvements.
19 March 2026GST calculation on quote update is now available and calculations now work as expected.
19 March 2026Quote date handling update is now available and the system now uses funding period start and end dates as the basis for calculations on funding sources, fees, recurring services, and one-off services.
19 March 2026Quote fee calculation update is now available and the system now aligns calculations with funding period dates, including support for overlapping periods and fee distribution across multiple funding sources.
19 March 2026Invoice splitting by allocation category setting is now available and the system now supports sending invoices to Xero grouped by allocation category name.
19 March 2026Quote calculation update is now available and the system now includes unallocated amounts in calculations.
19 March 2026The Period Start and Period End fields are now used as the basis for calculations across funding sources, fees, recurring services, and once-off services. These fields are automatically generated by the system and cannot be edited. The Period Start and Period End will automatically align with the selected value in the Funding Period field.
19 March 2026Some sections of the quote modal have been removed, including the Quote Start Date and Quote End Date fields. See Quotes Modal Improvements.
19 March 2026Invoice splitting by allocation category application update is now available and the system now applies the setting when sending invoices to Xero.
19 March 2026The quote print format has been improved to enhance clarity, readability, and overall presentation. See New Quote Print Format.
19 March 2026Existing funding fee item overrides are now properly prepopulated when requoting.
22 March 2026Leave time validation update on iOS is now available and the system no longer auto approves invalid leave times.
24 March 2026The system supports filtering funding sources that are expiring within 30 days or have expired in the past 30 days.
25 March 2026Staff work hour adjustment after DST change update is now available and the system now supports corrected work hour values following the 2025 transition. See How DST Updates Work in CareVision.
26 March 2026Quote printout display is updated so government numbers and address display correctly.
27 March 2026Contractor job offer properties in Care Plan, Calendar, and Ad hoc booking are now supported in the system.

February - New Features

DateRelease Note
06 February 2026Invoice statement generation update : file upload to S3 storage now supported.
06 February 2026Invoice statement update : assistive technology and home modification summary and detail display now supported.
09 February 2026The Bulk Actions button in Actions > Claims Management enables users to select up to 100 payment detail records under a claim ID and apply bulk approval or dispute of reconciliation status in a single request.
10 February 2026In Service Review action board, you can now use the Approve & Apply External Details button. Select multiple service review items, then click Approve & Apply External Details. A prompt appears for you to enter the invoice date, invoice number, and external contractor name. After you confirm, all selected items are approved and the provided external details are applied to each item.
11 February 2026Android device support update : 16 KB memory page size now supported.
11 February 2026Manage Branches on Mobile
11 February 2026Branch Office Access: If you are a coordinator (admin) logged in at head office, you can view and manage all branch offices directly from the mobile app. Tap the More button in the upper right corner of the app, then go to Settings to see a list of branch offices.
11 February 2026Switch Between Branches: Select a branch office to instantly refresh the app. You will be taken to the home screen for that branch, where you can manage the branch.
11 February 2026View Client Details: View clients of the selected branch, including personal and contact details, active quotes, case notes. and more.
11 February 2026Staff Management: See staff members assigned to each branch office, view their detailed profiles, and manage their bookings.
11 February 2026Calendar Module: Access Access staff and client calendars, review related bookings, and assign staff or add attendees for social group events within the relevant organisation.
12 February 2026Purchase import files can now be uploaded in the portal under Actions > Purchase Import. This allows select organisations to process supplier invoices in bulk and save time on manual entry.
12 February 2026A new column shows the external invoice number for each booking in the Service Review Board. The external invoice number is displayed for bookings that have been invoiced.
16 February 2026In the Funding Sources section of the client profile, a new section called References appears when you create a funding source. You can add, edit, and view reference codes directly from the client profile. When you select a funding source template, its reference codes are applied to the client funding source.
25 February 2026In Settings > Exports, the Select Export Type field now includes HACC PHD. You can generate a compliant export file for PHD services without manual adjustments, making your reporting process more efficient.
25 February 2026The system is optimized to include an interface for Xero payroll integration, allowing activation for payroll management. Payroll setup for Xero can be managed directly in the portal.
26 February 2026The system supports advanced booking and calculated values in MPAS, allowing you to save, view, and edit MPAS entries with advance funding fields.
26 February 2026You can now select and restrict fee items and line item templates in the funding source template. For each restriction type, you can specify which items are included by default when a funding source is assigned to a client. For more information, see Introduction to the Advanced Funding Source Template.
26 February 2026You can now manage leave for multiple staff members faster with the new Bulk Staff Leave Management feature. This feature is designed to streamline leave management, especially for public holidays or other scenarios requiring leave entries for multiple staff members at once. For more information, Create Staff Leave in Bulk.
27 February 2026Leave request processing update : bulk creation for multiple staff now supported.
27 February 2026You can include social group bookings in the leave application, and the hours from these bookings will be counted as hours requested for leave. This helps you see all affected social group events and ensures your leave request includes the correct hours.
27 February 2026Bulk leave creation update : notification control option now available.
27 February 2026The system now includes a new flag during staff leave creation that allows bookings and shifts to remain allocated instead of being automatically un-allocated. This provides you more control over staffing and helps maintain your preferred scheduling arrangements.

February - Improvements

DateRelease Note
02 February 2026The Recalculate Funding on Period button is now positioned above the generate statement button in the Statement Periods Management Dashboard.
03 February 2026Filtering by task type in Actions > Tasks now displays options based on your setup in General Config > Task Types. Task types can be modified or added in General Config, and these changes will appear when you use the filter.
03 February 2026The service review board now displays bookings faster. You see your bookings appear more quickly and can check approve them before starting billing and claiming processes. For more information, see Service Review.
06 February 2026When you navigate to Actions > Task and click Filters, the Task Type filter displays only Head Office task types if used from Head Office. If used from a Child Branch, the Task Type filter shows both Parent and Child Org task types, facilitating accurate filtering for users managing tasks across organizational levels.
06 February 2026In the Service Review board, bookings with expired or inactive funding sources now display a warning labeled "Expired or Inactive Funding Source." You can quickly identify and address funding status, supporting more accurate client management.
06 February 2026Statement period close process update : pre-calculation logic refactored.
06 February 2026Statement period generation update : logic refactored for improved performance.
06 February 2026Funding file generation update : organisation selection from export settings now supported.
06 February 2026Claim finalization update : validation logic corrected to use claim status.
06 February 2026Time rounding rule update : 15-minute minimum threshold now applied before rounding
09 February 2026A warning is now displayed when a sleepover duration exceeds the shift duration in shift patterns, published bookings, and ad hoc shifts. The warning appears if the sleepover time extends beyond the scheduled shift. This allows you to adjust your scheduling to match shift and sleepover times more accurately.
10 February 2026Additional client details are now included on the client report export page, such as client ID fields, Medicare card number, Medicare card IRN, Medicare card expiry, funding source ID, funding type, and funding type reference. This provides you with more complete client and funding information in your exported reports.
10 February 2026You can now publish shifts with linked breaks, and each break will appear only once. The system ensures that breaks linked to shifts are not duplicated after publishing.
10 February 2026KeyPay leave gap handling update : unworked time between leave dates no longer marked as work time.
12 February 2026Service review display update : bill amount no longer shows as zero intermittently.
16 February 2026The system is optimized to filter out repeated location points when the user is not moving. Only new or changed coordinates are saved during mobile tracking. This reduces waypoint data, improves routing stability, and maintains trip accuracy and user experience.
16 February 2026Monthly statement display update : care management amount no longer resets to zero
16 February 2026You can select a client from a child branch and create a task for that client, then assign it to a staff member from the head office. The task will appear as expected in the staff member’s profile under the To Do Items section.
16 February 2026Detailed expenses display update : table format adjusted and funding source name matching improved.
16 February 2026Organisation configuration update : chart name setting now configurable for each organisation.
17 February 2026Statement calculations now use only current records for each claim period. You see accurate spending for each month, and your statements match your claim activity.
17 February 2026Payroll export update : REF2 field export now working correctly
19 February 2026The Care Plan saving process has been optimized. You can now save Care Plans smoothly, resulting in a more consistent workflow..
20 February 2026Once-off booking import update : error handling now aligned with response status.
24 February 2026During requote and acceptance, no adjustment is generated if the once-off booking details and amount remain the same. Adjustments will only appear in your exports when you make changes to the once-off booking during requote.
24 February 2026Purchase import update : file label corrected.
25 February 2026TechOne Accounts Receivable has been added back to the Integrations page. You can now find and use this integration as part of your available options.
25 February 2026The Cancellation Reason dropdown is now available for cancelled bookings, so the reason can be changed after cancellation. You can change the cancellation reason from the client’s calendar, and the new reason appears in both the calendar and the Service Review board.
25 February 2026Log Time is now required when the Billable checkbox is selected in a case note. This helps you accurately bill clients and keeps your records clear.
25 February 2026TechOne export update : invoice export from claims now supported when other exports are pending or processing.
26 February 2026Staff report update : payroll employee ID now included in staff reports.
26 February 2026Xero payroll export update : export now supported when kilometer settings are enabled.
26 February 2026Commencement dates are now included in client reports when selected in the Display Parameters dropdown. You can now see commencement dates in your downloaded reports, making it easier to track client start dates.
26 February 2026Xero payroll integration update : processing logic adjusted.
26 February 2026Xero timesheet processing update : selected pay period filtering now supported.
26 February 2026Pay frequency retrieval update : pay frequency data now available.
26 February 2026Booking cancellation handling update : additional processing for cancellation records now supported.
26 February 2026Support plan print format update : Client Goals, Treatment Plans, and Assessments section display format updated.
27 February 2026The system is optimized to allow organizations to control how bookings and shifts are selected during bulk staff leave creation. Settings can be adjusted to include only items within the leave period or to limit calculations to preferred worker bookings.
27 February 2026Leave note update : content improved for better traceability and reference information.
27 February 2026Leave calculation update : preferred worker arrangement logic now supported for hour calculation.
27 February 2026The system now calculates leave hours based on preferred worker arrangements, including sleepover shifts and overlapping leave and work hours. This provides you more accurate leave records and better tracking of working and leave time.
27 February 2026Leave processing update : bulk creation performance optimized.
27 February 2026Leave management update : date filtering now supported on main page
27 February 2026The system creates a separate debtor account in TechOne with a “Co Contribution” suffix when a funding source includes a co contribution value. You can track co contribution amounts automatically, which helps you manage funding records with less manual work.
27 February 2026Page numbers are now included on the printout of SAH Monthly Statements. You can keep track of each page when viewing or printing your statements.
27 February 2026To make sure statements show the correct address for the recipient, set the Billing Options field to Billing Contacts on Client Profile and Contacts Only in Settings > General Config. The address on the SAH Monthly Statement is taken from the client’s contact with the Finance/Billing type. If a contact is added for finance or billing, their address will be used for statements and billing information.
27 February 2026Client and Staff Profiles in the management portal have been redesigned for a better look and user experience. Modules now appear on the left below the profile picture, replacing the previous tile layout. Explore the new design and share your feedback with the CareVision Team.
27 February 2026The billable label now appears on the main list of case notes in Actions > Case Notes. You can quickly identify billable entries, which helps you manage billing and reporting more efficiently.
27 February 2026The filter display in the Notes and Forms section of the client profile now shows at full height. You can view and scroll through all notes and forms more easily, so you find information faster.
27 February 2026The work phone number is now shown on the staff member profile instead of the personal phone number. You see the correct contact information for work-related communication, which helps you reach staff more easily.

January - New Features

DateRelease Note
05 January 2026Service Review Board filter for service warnings now available. See Filters on the Service Review Board.
05 January 2026Claims management dashboard update adds notes creation feature. See Claims Management.
06 January 2026Reconciliation notes now supported in the system.
06 January 2026Audit trail for finalized reconciliation now available in the system.
06 January 2026Reconciliation gauges are now supported in the system for claim items, with status tracking and filtering available.
07 January 2026A new Advanced Search toggle beside the search button allows you to search users by ID, first name, last name, nickname, phone number, employee number, care recipient ID, or organisation global ID. Head office users can search across all branches.
07 January 2026In Client Profile > Service Orders, the Contractor Recommendations header now displays contractor job IDs and rates for adhoc bookings.
23 January 2026A Copy Funding Source button is now available on the Quote modal for funding sources with an End Date. If you click the button, a copy of the funding source is created with the Start Date set to the End Date of the original funding source, and any fee items are updated to match the End Date.
27 January 2026You can now generate Support at Home monthly statements, assign finalized claims to a statement period, and recalculate funding for each period. This helps you manage claims, streamline monthly statement production, and distribute records for compliance and reporting. 
27 January 2026Statement download is now supported in the system.
27 January 2026Statement finalization and distribution is now supported in the system.
27 January 2026Invoices can now be downloaded as Xero Direct files in .json format from the Claims page. This helps you export invoice data to Xero with column mapping for reconciliation and record-keeping.
27 January 2026Xero direct download is now supported for integration use in claims
29 January 2026You can now finalize claims in the Claims Management Dashboard once all variances are processed and accepted.
29 January 2026The system allows for invoices to be generated directly from reconciled claim files using the finalized SAH claim ID. This allows users to download claim files with Final status from the Claims Management dashboard in their preferred export format (JSON or XML).
29 January 2026Statement period update supports closing, finalising, and reopening periods.
29 January 2026Statement period update supports pre-calculation of totals when closing periods.
29 January 2026Account summary display is now supported in the system for invoice statements.
29 January 2026Invoice statement generation is now supported in the system for SAH.
29 January 2026Unspent funds display is now supported in the system for invoice statements.
29 January 2026Detailed expenses display is now supported in the system for invoice statements
29 January 2026Claim assignment to statement period is now supported in the system.
29 January 2026Statement period data retrieval is now supported in the system for management board.
29 January 2026Invoice statement component is now supported in the system for SAH.
29 January 2026Statement period setup is now supported in the system with migration and lookup.
29 January 2026Financial summary display is now supported in the system for invoice statements
29 January 2026The DEX CHSP claim file now includes RegisteredForMAC and MACId fields in the XML. This shows the client’s registration status and adds the My Aged Care ID from the client profile when available, supporting accurate data handling.
30 January 2026You can now select manual line item templates, and the fields display the correct values based on the template settings you configured.

January - Improvements

DateRelease Note
05 January 2026Service Review Board approval status checkbox now reflects actual booking approval.
05 January 2026Contractor Jobs actions for managing job status now available. See C. Award Jobs in the Contractor Jobs Action Board.
05 January 2026Annual frequency option removed from Create Pay Period screen. See Set Up Staff Pay Details.
05 January 2026MPAS modal update improves handling of schedule name changes.
05 January 2026Claims management details update corrects delivery date format for some records.
06 January 2026You can now add notes in the claims management dashboard. See Add Notes in the Claims Management documentation.
06 January 2026Case note update allows users to change Log Time and Billable settings on their own notes.
06 January 2026Routing requests now support a longer processing time with timeout extended to five minutes.
06 January 2026Care recipient ID search is now available in the system.
07 January 2026Quote end date update allows setting a date beyond one year from the start date.
07 January 2026Contractor job details are now supported in the system for adhoc bookings, with job ID and rate display available in contractor recommendations.
07 January 2026Job classification setup is now available in Settings > Job Classification. You can now create and select job classifications for staff pay details. See How to Set Up Job Classifications.
07 January 2026Contractor filtering by service is now supported in the system for available contractor lists, with results limited to selected service matching.
08 January 2026Query performance improvement is now available in the system with added table indexing.
08 January 2026Quote printout update includes funding source section, with end-dated sources within quote period now displayed.
09 January 2026Careplan instructions and notes now load faster in the system.
09 January 2026Basic Search results now open in the same tab, while Advanced Search Mode results still open in a new tab.
09 January 2026The system now fetches funding sources only for clients in your results on the Service Review board
09 January 2026When a contractor job is awarded for a service already existing on a client’s profile, the system now immediately assigns the contractor to all applicable care plan items, including those already scheduled from today and for all future occurrences.
09 January 2026SAH claim export update corrects Delivered by Third Party values for externally delivered bookings
12 January 2026In the Billing Exports History Screen, the Created At column now shows both date and time for each export.
13 January 2026Awarded contractor details are now supported in the system for care plan data, including contractor ID and contractor list.
13 January 2026On the Contractor Recommendations list for Quotes, Care Plans, and Adhoc bookings, contractors with an Awarded status are now always shown at the top of the list.
13 January 2026Contractor public page update displays service rates on job details.
13 January 2026Contractor recommendation filtering update ensures only contractors offering the selected service appear in quote recommendations.
13 January 2026The system now leaves the end location country dropdown empty if no value is available.
13 January 2026Bookings with billable case notes logged by Head Office users can be approved by branch managers.
13 January 2026Invoice export update sets unit type to hours for SAH claim files.
13 January 2026The attendance report on the social group page now generates and downloads when you use the Print Attendance Report button.
14 January 2026The care plan modal now displays warnings if you select sleepover but the required billing category or line item is missing.
14 January 2026Care plan label update standardises display on client profile.
14 January 2026When you click the View Client Funding icon in the Claims Management dashboard, the funding sources section of the client’s profile opens in a new tab.
14 January 2026The system now sets the Funding Period field to Once Off when an Advanced Funding Source Template with a Once Off frequency is used for a client.
15 January 2026You can now publish breaks in Teams V1 and V2 as expected.
15 January 2026A Save and Approve button is now on the left side of the booking modal in the Client and Staff calendars. Previously labeled “Save and Accept,” this button allows you to approve bookings from the modal. When you approve a booking, a check mark will show on the calendar to indicate its status.
16 January 2026Invoice export update corrects field mapping for Xero invoices
18 January 2026Only services with SAH as their funding source are now shown on the SAH Russell Kennedy Agreement.
18 January 2026Epicor invoice export update corrects format 2 download from claim dashboard
18 January 2026TechOne invoice download is now supported in the system without integration
18 January 2026Meal is now included as a default option in the Expected Unit dropdown in the Manual Line Item section of a booking.
18 January 2026Line item template ID is now supported in the system when importing once-off bookings
18 January 2026HCP funding source end date update is now supported in the system when accepting quotes
18 January 2026MYOB sales billing export update resolves missing data issue
19 January 2026You can use the copy button to duplicate a manual line item in sections such as quotes, care plans, service reviews, social group calendars, and more.
19 January 2026Service dates in the Claim Export file and the Claim downloaded Invoice File (MYOB) are now matched using the same timezone from the SAH Claim File export.
19 January 2026The calendar shows the shift pattern name and displays auto-published patterns in gray if not edited.
19 January 2026If you perform an export in Settings > Payroll and encounter an error, the box will now display the specific error encountered.
22 January 2026Each invoice exported to TechOne now uses the correct debtor reference for its funding source, with separate invoice numbers for government and co-contribution transactions.
22 January 2026Adhoc shifts now show the correct service name in the social group calendar. If you click on an adhoc shift, the booking modal opens for that shift.
22 January 2026Funding source template save is now supported for once-off frequency
23 January 2026Recommended contractor data update is now supported in the system
23 January 2026Contractor job comment handling update is now supported in the system
23 January 2026Contractor public website update improves display handling
23 January 2026Contractor availability warning is now supported in the system
23 January 2026Contractor filtering update excludes invalid duration values in quotes
23 January 2026Contractor recommendation update improves availability and qualification display
23 January 2026Rate option update hides add single rate setting
23 January 2026Contractor public page update adds confirmation modal for change requests
23 January 2026Job offer update allows declining accepted offers
23 January 2026The Select Export Type field in Settings > Exports now includes the Techone Accounts Receivable structure option for all organizations.This helps you select the Techone export format for managing exports.
23 January 2026Contractor job board update adds requested for changes filter
23 January 2026Claim access control update is now supported across organisations
27 January 2026Care plan schedule board update resolves missing task display
27 January 2026MYOB billing export update resolves REF1 issue for externally delivered supports
28 January 2026All invoice file types now show line item quantities rounded to four decimal places. This helps you view consistent quantity values in every invoice file you generate.
29 January 2026Travel time limit increase is now supported in scheduling
29 January 2026The dates for bookings in the SAH claim file are now shown with the correct timezone.
29 January 2026Trip and Hours now appear as default options in the Expected Unit dropdown in the Manual Line Item section of a booking. You can select Trip and Hours directly without needing to add them manually.
29 January 2026The service review export CSV now includes contractor pay, contractor job ID, and contractor rates. This provides you a complete view of contractor details and supports easier reporting.
29 January 2026Government transactions and co-contributions are now placed on separate invoices, each showing the right debtor reference. Credit memo values are now set correctly in Epicor V1 based on the quantity.
29 January 2026Invoice rounding update applies four decimal precision for MYOB and Xero
30 January 2026You can now use the "copy schedule" function in the care plan and change the start date to match your client’s needs.

New Features

March - New Features

DateRelease Note
12 March 2026Reconciliation status Dispute and Do Not Include is now available to exclude line items from invoices and statements.
16 March 2026The Care Domain Management Dashboard is now available to track and manage care domain reviews across clients in a single view. See Care Domain Management Dashboard.
16 March 2026New Home Page
The portal now presents a landing page interface that displays key operational metrics such as incidents, compliance breaches, care domains due, funding status, and time logs.

Users can review priorities, access detailed sections, and filter information, improving visibility of critical items.
16 March 2026New Payroll Timesheet Dashboard

CareVision introduces the Payroll Timesheet Dashboard, a new feature for Payroll and Finance users to review timesheet and allowance data. This dashboard helps you identify issues early and supports payroll data compliance with Australian award interpretation rules.
19 March 2026In the Recurring Services and Once Off Items sections, the following flags have been added: Active Funding, No Active Funding, and Expired Funding. Find out more here.
19 March 2026Under the Funding Sources section, the Funding Period field now includes a new option called Quarterly Date. This option also appears on Funding Source templates and Client Funding Source.
22 March 2026Staff members will be able to view their own timesheet payroll from the mobile app using a new menu item in the More section. This will allow staff to quickly access and review their payroll details on both iOS and Android.

February - New Features

DateRelease Note
06 February 2026Invoice statement generation update : file upload to S3 storage now supported.
06 February 2026Invoice statement update : assistive technology and home modification summary and detail display now supported.
09 February 2026The Bulk Actions button in Actions > Claims Management enables users to select up to 100 payment detail records under a claim ID and apply bulk approval or dispute of reconciliation status in a single request.
10 February 2026In Service Review action board, you can now use the Approve & Apply External Details button. Select multiple service review items, then click Approve & Apply External Details. A prompt appears for you to enter the invoice date, invoice number, and external contractor name. After you confirm, all selected items are approved and the provided external details are applied to each item.
11 February 2026Android device support update : 16 KB memory page size now supported.
11 February 2026Manage Branches on Mobile
11 February 2026Branch Office Access: If you are a coordinator (admin) logged in at head office, you can view and manage all branch offices directly from the mobile app. Tap the More button in the upper right corner of the app, then go to Settings to see a list of branch offices.
11 February 2026Switch Between Branches: Select a branch office to instantly refresh the app. You will be taken to the home screen for that branch, where you can manage the branch.
11 February 2026View Client Details: View clients of the selected branch, including personal and contact details, active quotes, case notes. and more.
11 February 2026Staff Management: See staff members assigned to each branch office, view their detailed profiles, and manage their bookings.
11 February 2026Calendar Module: Access Access staff and client calendars, review related bookings, and assign staff or add attendees for social group events within the relevant organisation.
12 February 2026Purchase import files can now be uploaded in the portal under Actions > Purchase Import. This allows select organisations to process supplier invoices in bulk and save time on manual entry.
12 February 2026A new column shows the external invoice number for each booking in the Service Review Board. The external invoice number is displayed for bookings that have been invoiced.
16 February 2026In the Funding Sources section of the client profile, a new section called References appears when you create a funding source. You can add, edit, and view reference codes directly from the client profile. When you select a funding source template, its reference codes are applied to the client funding source.
25 February 2026In Settings > Exports, the Select Export Type field now includes HACC PHD. You can generate a compliant export file for PHD services without manual adjustments, making your reporting process more efficient.
25 February 2026The system is optimized to include an interface for Xero payroll integration, allowing activation for payroll management. Payroll setup for Xero can be managed directly in the portal.
26 February 2026The system supports advanced booking and calculated values in MPAS, allowing you to save, view, and edit MPAS entries with advance funding fields.
26 February 2026You can now select and restrict fee items and line item templates in the funding source template. For each restriction type, you can specify which items are included by default when a funding source is assigned to a client. For more information, see Introduction to the Advanced Funding Source Template.
26 February 2026You can now manage leave for multiple staff members faster with the new Bulk Staff Leave Management feature. This feature is designed to streamline leave management, especially for public holidays or other scenarios requiring leave entries for multiple staff members at once. For more information, Create Staff Leave in Bulk.
27 February 2026Leave request processing update : bulk creation for multiple staff now supported.
27 February 2026You can include social group bookings in the leave application, and the hours from these bookings will be counted as hours requested for leave. This helps you see all affected social group events and ensures your leave request includes the correct hours.
27 February 2026Bulk leave creation update : notification control option now available.
27 February 2026The system now includes a new flag during staff leave creation that allows bookings and shifts to remain allocated instead of being automatically un-allocated. This provides you more control over staffing and helps maintain your preferred scheduling arrangements.

January - New Features

DateRelease Note
05 January 2026Service Review Board filter for service warnings now available. See Filters on the Service Review Board.
05 January 2026Claims management dashboard update adds notes creation feature. See Claims Management.
06 January 2026Reconciliation notes now supported in the system.
06 January 2026Audit trail for finalized reconciliation now available in the system.
06 January 2026Reconciliation gauges are now supported in the system for claim items, with status tracking and filtering available.
07 January 2026A new Advanced Search toggle beside the search button allows you to search users by ID, first name, last name, nickname, phone number, employee number, care recipient ID, or organisation global ID. Head office users can search across all branches.
07 January 2026In Client Profile > Service Orders, the Contractor Recommendations header now displays contractor job IDs and rates for adhoc bookings.
23 January 2026A Copy Funding Source button is now available on the Quote modal for funding sources with an End Date. If you click the button, a copy of the funding source is created with the Start Date set to the End Date of the original funding source, and any fee items are updated to match the End Date.
27 January 2026You can now generate Support at Home monthly statements, assign finalized claims to a statement period, and recalculate funding for each period. This helps you manage claims, streamline monthly statement production, and distribute records for compliance and reporting. 
27 January 2026Statement download is now supported in the system.
27 January 2026Statement finalization and distribution is now supported in the system.
27 January 2026Invoices can now be downloaded as Xero Direct files in .json format from the Claims page. This helps you export invoice data to Xero with column mapping for reconciliation and record-keeping.
27 January 2026Xero direct download is now supported for integration use in claims
29 January 2026You can now finalize claims in the Claims Management Dashboard once all variances are processed and accepted.
29 January 2026The system allows for invoices to be generated directly from reconciled claim files using the finalized SAH claim ID. This allows users to download claim files with Final status from the Claims Management dashboard in their preferred export format (JSON or XML).
29 January 2026Statement period update supports closing, finalising, and reopening periods.
29 January 2026Statement period update supports pre-calculation of totals when closing periods.
29 January 2026Account summary display is now supported in the system for invoice statements.
29 January 2026Invoice statement generation is now supported in the system for SAH.
29 January 2026Unspent funds display is now supported in the system for invoice statements.
29 January 2026Detailed expenses display is now supported in the system for invoice statements
29 January 2026Claim assignment to statement period is now supported in the system.
29 January 2026Statement period data retrieval is now supported in the system for management board.
29 January 2026Invoice statement component is now supported in the system for SAH.
29 January 2026Statement period setup is now supported in the system with migration and lookup.
29 January 2026Financial summary display is now supported in the system for invoice statements
29 January 2026The DEX CHSP claim file now includes RegisteredForMAC and MACId fields in the XML. This shows the client’s registration status and adds the My Aged Care ID from the client profile when available, supporting accurate data handling.
30 January 2026You can now select manual line item templates, and the fields display the correct values based on the template settings you configured.


Improvements

April - Improvements

DateRelease Note
06 April 2026The search bar in the portal now includes contractors in the search results.
06 April 2026The system is improved to ensure that users can scroll as expected on key invoice review screens in the portal, including the Review Xero Invoices and Data Sanitation screens.
06 April 2026The system is optimized to improve the Xero Billing/Invoice Exports experience by enabling the Retry functionality for more export scenarios. You can now retry exports for invoices with Pending or Failed status.
06 April 2026The system is optimized so quoting for recurring service with multiple schedules is now calculated correctly.
06 April 2026The system is optimized so the Copy Funding Source button functions as expected when creating a quote.
06 April 2026The system is improved to enhance error visibility in Settings > Payroll. When an unexpected condition is encountered in Payroll Metrics, the error box now displays the detailed error message.
07 April 2026Funding source templates now sync services, billing categories, line item templates, and fees to client funding sources.
07 April 2026Service review filters now function as expected. See Filters on the Service Review Board.
07 April 2026Funding sources in the service review board now reflect as expected, and warnings display correctly.

March - Improvements

DateRelease Note
02 March 2026Manual line items added in the CareVision Head Office are now visible in the CareVision Plus mobile app for both iOS and Android. You can view all manual entries from Head Office on your mobile device, which helps you track and manage records more easily.
02 March 2026The system handles population of rollover fields in the funding sources table using values from the closed period. You can now track rollover balances and unspent amounts more efficiently, supporting accurate funding management for each new period
03 March 2026Billing categories and funding sources now appear as expected in the Client Profile under Social Group Schedule. You can update these details as needed, which helps you manage client billing and funding information more easily.
03 March 2026The file name for statements now starts with the outlet ID, followed by client and period details in this format: {outlet_ids}{last_name}{first_name}{client_id}{period}.pdf (for example: SAH_Kennedy_Mics_18556_2025_12.pdf).
05 March 2026The system displays booking instructions in the CareVision Plus mobile app for both iOS and Android, arranged from most recent to oldest. You can quickly view the latest booking details, making it easier to follow up on recent instructions and manage bookings efficiently.
05 March 2026The system supports the externally delivered bookings in staff calendars on the CareVision Plus mobile app for both iOS and Android. You can now view all bookings, including those delivered by external providers, which helps you manage your schedule efficiently.
10 March 2026Client calendar staff instruction updates are now saving correctly to internal notes.
10 March 2026The CareVision Client ID will be used in the DEX CHSP Claim file when the Organisation Global Reference ID field is blank in the client profile. This allows complete client information to appear in your output files.
12 March 2026The Claim IDs Section supports multiple budget allocations and provide a breakdown view for allocation details.
12 March 2026Debtor account creation updates for TechOne AR now support accounts based on active dates of funding sources.
12 March 2026The Claims Management Dashboard handles adjustment cases with credit and recharge line items by matching invoice numbers and updating statement calculations. You can upload claim files without negative line items and see accurate payment statement details. See Handling Negative Claim Adjustments from Service Cancellations.
12 March 2026Payment handling for multiple allocated budgets is now supported to reconcile total amounts across funding categories and to reflect split amounts in invoices and monthly statement files. See Handling Claims with Multiple Budget Allocations and Contributions.
13 March 2026Sandbox update allows generated statement ZIP files to be opened and extracted.
16 March 2026SSO update for invalid user handling is now available to prevent Error 500 responses.
16 March 2026The system now supports header parameters to return required data for dashboard display.
16 March 2026The system supports search, multi-select filtering, sorting, and pagination for care domain records.
16 March 2026The system supports filtering calendar items to display only unallocated bookings using a new parameter in calendarv2.
16 March 2026The system now supports retrieving care domain dashboard KPI data with overdue items, upcoming reviews, and summary indicators.
16 March 2026Staff forms and notes are now displayed as expected in the Notes and Forms section of each staff member’s profile. ParentOrg staff can view notes and forms for child staff. You can easily access and review all relevant staff records, which supports better coordination.
16 March 2026Task filtering update is now available to exclude tasks linked to inactive clients or staff.
16 March 2026Care Management for the quarter retrieval is now available in the system with support to return only hours from bookings that include time log and billable case notes.
16 March 2026Service Review time log summary update is now available with corrected values returned for all data.
16 March 2026Calendar V2 booking retrieval update is now available with support to include parameters that return unapproved bookings.
16 March 2026The system supports processing payment items in uploaded payment files that do not match existing SAH claim records, including items created from manual changes in the Services Australia portal. The system records these items as SAH claim details and includes them in the claims table, invoice statements, and drawdown calculations.
16 March 2026A unique LegalNumber is now included for each invoice line in the Epicor export file. You can track invoices more easily and match records with accuracy.
16 March 2026When you add new services from a quote, the system now attaches the selected funding source correctly in the care plan.
16 March 2026Statement generation update is now available with dynamic display of service details based on organisation settings.
16 March 2026The system now supports mapping between service type and unit to determine which unit applies on SAH claim file export.
16 March 2026The system now supports improved performance for service review records with correct pagination and consistent display of records.
16 March 2026Interim Funding display update is now available and now shows as expected. See Configure Interim Funding Client Group for SAH.
17 March 2026SAH Claim reconciliation action buttons update is now available and are disabled when the claim is in a finalized status such as Accepted or Disputed.
19 March 2026The Quotes modal has been improved to provide a better experience when creating and managing quotes for both the portal and the mobile app. These updates include revised section headers, removal of the Total Balance section, and simplified calculations across Fund Sources, Fees and Charges, Recurring Services, and Once-Off Items so that only total values are displayed. For more information, see Quotes Modal Improvements.
19 March 2026GST calculation on quote update is now available and calculations now work as expected.
19 March 2026Quote date handling update is now available and the system now uses funding period start and end dates as the basis for calculations on funding sources, fees, recurring services, and one-off services.
19 March 2026Quote fee calculation update is now available and the system now aligns calculations with funding period dates, including support for overlapping periods and fee distribution across multiple funding sources.
19 March 2026Invoice splitting by allocation category setting is now available and the system now supports sending invoices to Xero grouped by allocation category name.
19 March 2026Quote calculation update is now available and the system now includes unallocated amounts in calculations.
19 March 2026The Period Start and Period End fields are now used as the basis for calculations across funding sources, fees, recurring services, and once-off services. These fields are automatically generated by the system and cannot be edited. The Period Start and Period End will automatically align with the selected value in the Funding Period field.
19 March 2026Some sections of the quote modal have been removed, including the Quote Start Date and Quote End Date fields. See Quotes Modal Improvements.
19 March 2026Invoice splitting by allocation category application update is now available and the system now applies the setting when sending invoices to Xero.
19 March 2026The quote print format has been improved to enhance clarity, readability, and overall presentation. See New Quote Print Format.
19 March 2026Existing funding fee item overrides are now properly prepopulated when requoting.
22 March 2026Leave time validation update on iOS is now available and the system no longer auto approves invalid leave times.
24 March 2026The system supports filtering funding sources that are expiring within 30 days or have expired in the past 30 days.
25 March 2026Staff work hour adjustment after DST change update is now available and the system now supports corrected work hour values following the 2025 transition. See How DST Updates Work in CareVision.
26 March 2026Quote printout display is updated so government numbers and address display correctly.
27 March 2026Contractor job offer properties in Care Plan, Calendar, and Ad hoc booking are now supported in the system.


February - Improvements

DateRelease Note
02 February 2026The Recalculate Funding on Period button is now positioned above the generate statement button in the Statement Periods Management Dashboard.
03 February 2026Filtering by task type in Actions > Tasks now displays options based on your setup in General Config > Task Types. Task types can be modified or added in General Config, and these changes will appear when you use the filter.
03 February 2026The service review board now displays bookings faster. You see your bookings appear more quickly and can check approve them before starting billing and claiming processes. For more information, see Service Review.
06 February 2026When you navigate to Actions > Task and click Filters, the Task Type filter displays only Head Office task types if used from Head Office. If used from a Child Branch, the Task Type filter shows both Parent and Child Org task types, facilitating accurate filtering for users managing tasks across organizational levels.
06 February 2026In the Service Review board, bookings with expired or inactive funding sources now display a warning labeled "Expired or Inactive Funding Source." You can quickly identify and address funding status, supporting more accurate client management.
06 February 2026Statement period close process update : pre-calculation logic refactored.
06 February 2026Statement period generation update : logic refactored for improved performance.
06 February 2026Funding file generation update : organisation selection from export settings now supported.
06 February 2026Claim finalization update : validation logic corrected to use claim status.
06 February 2026Time rounding rule update : 15-minute minimum threshold now applied before rounding
09 February 2026A warning is now displayed when a sleepover duration exceeds the shift duration in shift patterns, published bookings, and ad hoc shifts. The warning appears if the sleepover time extends beyond the scheduled shift. This allows you to adjust your scheduling to match shift and sleepover times more accurately.
10 February 2026Additional client details are now included on the client report export page, such as client ID fields, Medicare card number, Medicare card IRN, Medicare card expiry, funding source ID, funding type, and funding type reference. This provides you with more complete client and funding information in your exported reports.
10 February 2026You can now publish shifts with linked breaks, and each break will appear only once. The system ensures that breaks linked to shifts are not duplicated after publishing.
10 February 2026KeyPay leave gap handling update : unworked time between leave dates no longer marked as work time.
12 February 2026Service review display update : bill amount no longer shows as zero intermittently.
16 February 2026The system is optimized to filter out repeated location points when the user is not moving. Only new or changed coordinates are saved during mobile tracking. This reduces waypoint data, improves routing stability, and maintains trip accuracy and user experience.
16 February 2026Monthly statement display update : care management amount no longer resets to zero
16 February 2026You can select a client from a child branch and create a task for that client, then assign it to a staff member from the head office. The task will appear as expected in the staff member’s profile under the To Do Items section.
16 February 2026Detailed expenses display update : table format adjusted and funding source name matching improved.
16 February 2026Organisation configuration update : chart name setting now configurable for each organisation.
17 February 2026Statement calculations now use only current records for each claim period. You see accurate spending for each month, and your statements match your claim activity.
17 February 2026Payroll export update : REF2 field export now working correctly
19 February 2026The Care Plan saving process has been optimized. You can now save Care Plans smoothly, resulting in a more consistent workflow..
20 February 2026Once-off booking import update : error handling now aligned with response status.
24 February 2026During requote and acceptance, no adjustment is generated if the once-off booking details and amount remain the same. Adjustments will only appear in your exports when you make changes to the once-off booking during requote.
24 February 2026Purchase import update : file label corrected.
25 February 2026TechOne Accounts Receivable has been added back to the Integrations page. You can now find and use this integration as part of your available options.
25 February 2026The Cancellation Reason dropdown is now available for cancelled bookings, so the reason can be changed after cancellation. You can change the cancellation reason from the client’s calendar, and the new reason appears in both the calendar and the Service Review board.
25 February 2026Log Time is now required when the Billable checkbox is selected in a case note. This helps you accurately bill clients and keeps your records clear.
25 February 2026TechOne export update : invoice export from claims now supported when other exports are pending or processing.
26 February 2026Staff report update : payroll employee ID now included in staff reports.
26 February 2026Xero payroll export update : export now supported when kilometer settings are enabled.
26 February 2026Commencement dates are now included in client reports when selected in the Display Parameters dropdown. You can now see commencement dates in your downloaded reports, making it easier to track client start dates.
26 February 2026Xero payroll integration update : processing logic adjusted.
26 February 2026Xero timesheet processing update : selected pay period filtering now supported.
26 February 2026Pay frequency retrieval update : pay frequency data now available.
26 February 2026Booking cancellation handling update : additional processing for cancellation records now supported.
26 February 2026Support plan print format update : Client Goals, Treatment Plans, and Assessments section display format updated.
27 February 2026The system is optimized to allow organizations to control how bookings and shifts are selected during bulk staff leave creation. Settings can be adjusted to include only items within the leave period or to limit calculations to preferred worker bookings.
27 February 2026Leave note update : content improved for better traceability and reference information.
27 February 2026Leave calculation update : preferred worker arrangement logic now supported for hour calculation.
27 February 2026The system now calculates leave hours based on preferred worker arrangements, including sleepover shifts and overlapping leave and work hours. This provides you more accurate leave records and better tracking of working and leave time.
27 February 2026Leave processing update : bulk creation performance optimized.
27 February 2026Leave management update : date filtering now supported on main page
27 February 2026The system creates a separate debtor account in TechOne with a “Co Contribution” suffix when a funding source includes a co contribution value. You can track co contribution amounts automatically, which helps you manage funding records with less manual work.
27 February 2026Page numbers are now included on the printout of SAH Monthly Statements. You can keep track of each page when viewing or printing your statements.
27 February 2026To make sure statements show the correct address for the recipient, set the Billing Options field to Billing Contacts on Client Profile and Contacts Only in Settings > General Config. The address on the SAH Monthly Statement is taken from the client’s contact with the Finance/Billing type. If a contact is added for finance or billing, their address will be used for statements and billing information.
27 February 2026Client and Staff Profiles in the management portal have been redesigned for a better look and user experience. Modules now appear on the left below the profile picture, replacing the previous tile layout. Explore the new design and share your feedback with the CareVision Team.
27 February 2026The billable label now appears on the main list of case notes in Actions > Case Notes. You can quickly identify billable entries, which helps you manage billing and reporting more efficiently.
27 February 2026The filter display in the Notes and Forms section of the client profile now shows at full height. You can view and scroll through all notes and forms more easily, so you find information faster.
27 February 2026The work phone number is now shown on the staff member profile instead of the personal phone number. You see the correct contact information for work-related communication, which helps you reach staff more easily.

January - Improvements

DateRelease Note
05 January 2026Service Review Board approval status checkbox now reflects actual booking approval.
05 January 2026Contractor Jobs actions for managing job status now available. See C. Award Jobs in the Contractor Jobs Action Board.
05 January 2026Annual frequency option removed from Create Pay Period screen. See Set Up Staff Pay Details.
05 January 2026MPAS modal update improves handling of schedule name changes.
05 January 2026Claims management details update corrects delivery date format for some records.
06 January 2026You can now add notes in the claims management dashboard. See Add Notes in the Claims Management documentation.
06 January 2026Case note update allows users to change Log Time and Billable settings on their own notes.
06 January 2026Routing requests now support a longer processing time with timeout extended to five minutes.
06 January 2026Care recipient ID search is now available in the system.
07 January 2026Quote end date update allows setting a date beyond one year from the start date.
07 January 2026Contractor job details are now supported in the system for adhoc bookings, with job ID and rate display available in contractor recommendations.
07 January 2026Job classification setup is now available in Settings > Job Classification. You can now create and select job classifications for staff pay details. See How to Set Up Job Classifications.
07 January 2026Contractor filtering by service is now supported in the system for available contractor lists, with results limited to selected service matching.
08 January 2026Query performance improvement is now available in the system with added table indexing.
08 January 2026Quote printout update includes funding source section, with end-dated sources within quote period now displayed.
09 January 2026Careplan instructions and notes now load faster in the system.
09 January 2026Basic Search results now open in the same tab, while Advanced Search Mode results still open in a new tab.
09 January 2026The system now fetches funding sources only for clients in your results on the Service Review board
09 January 2026When a contractor job is awarded for a service already existing on a client’s profile, the system now immediately assigns the contractor to all applicable care plan items, including those already scheduled from today and for all future occurrences.
09 January 2026SAH claim export update corrects Delivered by Third Party values for externally delivered bookings
12 January 2026In the Billing Exports History Screen, the Created At column now shows both date and time for each export.
13 January 2026Awarded contractor details are now supported in the system for care plan data, including contractor ID and contractor list.
13 January 2026On the Contractor Recommendations list for Quotes, Care Plans, and Adhoc bookings, contractors with an Awarded status are now always shown at the top of the list.
13 January 2026Contractor public page update displays service rates on job details.
13 January 2026Contractor recommendation filtering update ensures only contractors offering the selected service appear in quote recommendations.
13 January 2026The system now leaves the end location country dropdown empty if no value is available.
13 January 2026Bookings with billable case notes logged by Head Office users can be approved by branch managers.
13 January 2026Invoice export update sets unit type to hours for SAH claim files.
13 January 2026The attendance report on the social group page now generates and downloads when you use the Print Attendance Report button.
14 January 2026The care plan modal now displays warnings if you select sleepover but the required billing category or line item is missing.
14 January 2026Care plan label update standardises display on client profile.
14 January 2026When you click the View Client Funding icon in the Claims Management dashboard, the funding sources section of the client’s profile opens in a new tab.
14 January 2026The system now sets the Funding Period field to Once Off when an Advanced Funding Source Template with a Once Off frequency is used for a client.
15 January 2026You can now publish breaks in Teams V1 and V2 as expected.
15 January 2026A Save and Approve button is now on the left side of the booking modal in the Client and Staff calendars. Previously labeled “Save and Accept,” this button allows you to approve bookings from the modal. When you approve a booking, a check mark will show on the calendar to indicate its status.
16 January 2026Invoice export update corrects field mapping for Xero invoices
18 January 2026Only services with SAH as their funding source are now shown on the SAH Russell Kennedy Agreement.
18 January 2026Epicor invoice export update corrects format 2 download from claim dashboard
18 January 2026TechOne invoice download is now supported in the system without integration
18 January 2026Meal is now included as a default option in the Expected Unit dropdown in the Manual Line Item section of a booking.
18 January 2026Line item template ID is now supported in the system when importing once-off bookings
18 January 2026HCP funding source end date update is now supported in the system when accepting quotes
18 January 2026MYOB sales billing export update resolves missing data issue
19 January 2026You can use the copy button to duplicate a manual line item in sections such as quotes, care plans, service reviews, social group calendars, and more.
19 January 2026Service dates in the Claim Export file and the Claim downloaded Invoice File (MYOB) are now matched using the same timezone from the SAH Claim File export.
19 January 2026The calendar shows the shift pattern name and displays auto-published patterns in gray if not edited.
19 January 2026If you perform an export in Settings > Payroll and encounter an error, the box will now display the specific error encountered.
22 January 2026Each invoice exported to TechOne now uses the correct debtor reference for its funding source, with separate invoice numbers for government and co-contribution transactions.
22 January 2026Adhoc shifts now show the correct service name in the social group calendar. If you click on an adhoc shift, the booking modal opens for that shift.
22 January 2026Funding source template save is now supported for once-off frequency
23 January 2026Recommended contractor data update is now supported in the system
23 January 2026Contractor job comment handling update is now supported in the system
23 January 2026Contractor public website update improves display handling
23 January 2026Contractor availability warning is now supported in the system
23 January 2026Contractor filtering update excludes invalid duration values in quotes
23 January 2026Contractor recommendation update improves availability and qualification display
23 January 2026Rate option update hides add single rate setting
23 January 2026Contractor public page update adds confirmation modal for change requests
23 January 2026Job offer update allows declining accepted offers
23 January 2026The Select Export Type field in Settings > Exports now includes the Techone Accounts Receivable structure option for all organizations.This helps you select the Techone export format for managing exports.
23 January 2026Contractor job board update adds requested for changes filter
23 January 2026Claim access control update is now supported across organisations
27 January 2026Care plan schedule board update resolves missing task display
27 January 2026MYOB billing export update resolves REF1 issue for externally delivered supports
28 January 2026All invoice file types now show line item quantities rounded to four decimal places. This helps you view consistent quantity values in every invoice file you generate.
29 January 2026Travel time limit increase is now supported in scheduling
29 January 2026The dates for bookings in the SAH claim file are now shown with the correct timezone.
29 January 2026Trip and Hours now appear as default options in the Expected Unit dropdown in the Manual Line Item section of a booking. You can select Trip and Hours directly without needing to add them manually.
29 January 2026The service review export CSV now includes contractor pay, contractor job ID, and contractor rates. This provides you a complete view of contractor details and supports easier reporting.
29 January 2026Government transactions and co-contributions are now placed on separate invoices, each showing the right debtor reference. Credit memo values are now set correctly in Epicor V1 based on the quantity.
29 January 2026Invoice rounding update applies four decimal precision for MYOB and Xero
30 January 2026You can now use the "copy schedule" function in the care plan and change the start date to match your client’s needs.

April 2026

April - Improvements

DateRelease Note
06 April 2026The search bar in the portal now includes contractors in the search results.
06 April 2026The system is improved to ensure that users can scroll as expected on key invoice review screens in the portal, including the Review Xero Invoices and Data Sanitation screens.
06 April 2026The system is optimized to improve the Xero Billing/Invoice Exports experience by enabling the Retry functionality for more export scenarios. You can now retry exports for invoices with Pending or Failed status.
06 April 2026The system is optimized so quoting for recurring service with multiple schedules is now calculated correctly.
06 April 2026The system is optimized so the Copy Funding Source button functions as expected when creating a quote.
06 April 2026The system is improved to enhance error visibility in Settings > Payroll. When an unexpected condition is encountered in Payroll Metrics, the error box now displays the detailed error message.
07 April 2026Funding source templates now sync services, billing categories, line item templates, and fees to client funding sources.
07 April 2026Service review filters now function as expected. See Filters on the Service Review Board.
07 April 2026Funding sources in the service review board now reflect as expected, and warnings display correctly.
March 2026

March - New Features

DateRelease Note
12 March 2026Reconciliation status Dispute and Do Not Include is now available to exclude line items from invoices and statements.
16 March 2026The Care Domain Management Dashboard is now available to track and manage care domain reviews across clients in a single view. See Care Domain Management Dashboard.
16 March 2026New Home Page
The portal now presents a landing page interface that displays key operational metrics such as incidents, compliance breaches, care domains due, funding status, and time logs.

Users can review priorities, access detailed sections, and filter information, improving visibility of critical items.
16 March 2026New Payroll Timesheet Dashboard

CareVision introduces the Payroll Timesheet Dashboard, a new feature for Payroll and Finance users to review timesheet and allowance data. This dashboard helps you identify issues early and supports payroll data compliance with Australian award interpretation rules.
19 March 2026In the Recurring Services and Once Off Items sections, the following flags have been added: Active Funding, No Active Funding, and Expired Funding. Find out more here.
19 March 2026Under the Funding Sources section, the Funding Period field now includes a new option called Quarterly Date. This option also appears on Funding Source templates and Client Funding Source.
22 March 2026Staff members will be able to view their own timesheet payroll from the mobile app using a new menu item in the More section. This will allow staff to quickly access and review their payroll details on both iOS and Android.

March - Improvements

DateRelease Note
02 March 2026Manual line items added in the CareVision Head Office are now visible in the CareVision Plus mobile app for both iOS and Android. You can view all manual entries from Head Office on your mobile device, which helps you track and manage records more easily.
02 March 2026The system handles population of rollover fields in the funding sources table using values from the closed period. You can now track rollover balances and unspent amounts more efficiently, supporting accurate funding management for each new period
03 March 2026Billing categories and funding sources now appear as expected in the Client Profile under Social Group Schedule. You can update these details as needed, which helps you manage client billing and funding information more easily.
03 March 2026The file name for statements now starts with the outlet ID, followed by client and period details in this format: {outlet_ids}{last_name}{first_name}{client_id}{period}.pdf (for example: SAH_Kennedy_Mics_18556_2025_12.pdf).
05 March 2026The system displays booking instructions in the CareVision Plus mobile app for both iOS and Android, arranged from most recent to oldest. You can quickly view the latest booking details, making it easier to follow up on recent instructions and manage bookings efficiently.
05 March 2026The system supports the externally delivered bookings in staff calendars on the CareVision Plus mobile app for both iOS and Android. You can now view all bookings, including those delivered by external providers, which helps you manage your schedule efficiently.
10 March 2026Client calendar staff instruction updates are now saving correctly to internal notes.
10 March 2026The CareVision Client ID will be used in the DEX CHSP Claim file when the Organisation Global Reference ID field is blank in the client profile. This allows complete client information to appear in your output files.
12 March 2026The Claim IDs Section supports multiple budget allocations and provide a breakdown view for allocation details.
12 March 2026Debtor account creation updates for TechOne AR now support accounts based on active dates of funding sources.
12 March 2026The Claims Management Dashboard handles adjustment cases with credit and recharge line items by matching invoice numbers and updating statement calculations. You can upload claim files without negative line items and see accurate payment statement details. See Handling Negative Claim Adjustments from Service Cancellations.
12 March 2026Payment handling for multiple allocated budgets is now supported to reconcile total amounts across funding categories and to reflect split amounts in invoices and monthly statement files. See Handling Claims with Multiple Budget Allocations and Contributions.
13 March 2026Sandbox update allows generated statement ZIP files to be opened and extracted.
16 March 2026SSO update for invalid user handling is now available to prevent Error 500 responses.
16 March 2026The system now supports header parameters to return required data for dashboard display.
16 March 2026The system supports search, multi-select filtering, sorting, and pagination for care domain records.
16 March 2026The system supports filtering calendar items to display only unallocated bookings using a new parameter in calendarv2.
16 March 2026The system now supports retrieving care domain dashboard KPI data with overdue items, upcoming reviews, and summary indicators.
16 March 2026Staff forms and notes are now displayed as expected in the Notes and Forms section of each staff member’s profile. ParentOrg staff can view notes and forms for child staff. You can easily access and review all relevant staff records, which supports better coordination.
16 March 2026Task filtering update is now available to exclude tasks linked to inactive clients or staff.
16 March 2026Care Management for the quarter retrieval is now available in the system with support to return only hours from bookings that include time log and billable case notes.
16 March 2026Service Review time log summary update is now available with corrected values returned for all data.
16 March 2026Calendar V2 booking retrieval update is now available with support to include parameters that return unapproved bookings.
16 March 2026The system supports processing payment items in uploaded payment files that do not match existing SAH claim records, including items created from manual changes in the Services Australia portal. The system records these items as SAH claim details and includes them in the claims table, invoice statements, and drawdown calculations.
16 March 2026A unique LegalNumber is now included for each invoice line in the Epicor export file. You can track invoices more easily and match records with accuracy.
16 March 2026When you add new services from a quote, the system now attaches the selected funding source correctly in the care plan.
16 March 2026Statement generation update is now available with dynamic display of service details based on organisation settings.
16 March 2026The system now supports mapping between service type and unit to determine which unit applies on SAH claim file export.
16 March 2026The system now supports improved performance for service review records with correct pagination and consistent display of records.
16 March 2026Interim Funding display update is now available and now shows as expected. See Configure Interim Funding Client Group for SAH.
17 March 2026SAH Claim reconciliation action buttons update is now available and are disabled when the claim is in a finalized status such as Accepted or Disputed.
19 March 2026The Quotes modal has been improved to provide a better experience when creating and managing quotes for both the portal and the mobile app. These updates include revised section headers, removal of the Total Balance section, and simplified calculations across Fund Sources, Fees and Charges, Recurring Services, and Once-Off Items so that only total values are displayed. For more information, see Quotes Modal Improvements.
19 March 2026GST calculation on quote update is now available and calculations now work as expected.
19 March 2026Quote date handling update is now available and the system now uses funding period start and end dates as the basis for calculations on funding sources, fees, recurring services, and one-off services.
19 March 2026Quote fee calculation update is now available and the system now aligns calculations with funding period dates, including support for overlapping periods and fee distribution across multiple funding sources.
19 March 2026Invoice splitting by allocation category setting is now available and the system now supports sending invoices to Xero grouped by allocation category name.
19 March 2026Quote calculation update is now available and the system now includes unallocated amounts in calculations.
19 March 2026The Period Start and Period End fields are now used as the basis for calculations across funding sources, fees, recurring services, and once-off services. These fields are automatically generated by the system and cannot be edited. The Period Start and Period End will automatically align with the selected value in the Funding Period field.
19 March 2026Some sections of the quote modal have been removed, including the Quote Start Date and Quote End Date fields. See Quotes Modal Improvements.
19 March 2026Invoice splitting by allocation category application update is now available and the system now applies the setting when sending invoices to Xero.
19 March 2026The quote print format has been improved to enhance clarity, readability, and overall presentation. See New Quote Print Format.
19 March 2026Existing funding fee item overrides are now properly prepopulated when requoting.
22 March 2026Leave time validation update on iOS is now available and the system no longer auto approves invalid leave times.
24 March 2026The system supports filtering funding sources that are expiring within 30 days or have expired in the past 30 days.
25 March 2026Staff work hour adjustment after DST change update is now available and the system now supports corrected work hour values following the 2025 transition. See How DST Updates Work in CareVision.
26 March 2026Quote printout display is updated so government numbers and address display correctly.
27 March 2026Contractor job offer properties in Care Plan, Calendar, and Ad hoc booking are now supported in the system.

February 2026

February - New Features

DateRelease Note
06 February 2026Invoice statement generation update : file upload to S3 storage now supported.
06 February 2026Invoice statement update : assistive technology and home modification summary and detail display now supported.
09 February 2026The Bulk Actions button in Actions > Claims Management enables users to select up to 100 payment detail records under a claim ID and apply bulk approval or dispute of reconciliation status in a single request.
10 February 2026In Service Review action board, you can now use the Approve & Apply External Details button. Select multiple service review items, then click Approve & Apply External Details. A prompt appears for you to enter the invoice date, invoice number, and external contractor name. After you confirm, all selected items are approved and the provided external details are applied to each item.
11 February 2026Android device support update : 16 KB memory page size now supported.
11 February 2026Manage Branches on Mobile
11 February 2026Branch Office Access: If you are a coordinator (admin) logged in at head office, you can view and manage all branch offices directly from the mobile app. Tap the More button in the upper right corner of the app, then go to Settings to see a list of branch offices.
11 February 2026Switch Between Branches: Select a branch office to instantly refresh the app. You will be taken to the home screen for that branch, where you can manage the branch.
11 February 2026View Client Details: View clients of the selected branch, including personal and contact details, active quotes, case notes. and more.
11 February 2026Staff Management: See staff members assigned to each branch office, view their detailed profiles, and manage their bookings.
11 February 2026Calendar Module: Access Access staff and client calendars, review related bookings, and assign staff or add attendees for social group events within the relevant organisation.
12 February 2026Purchase import files can now be uploaded in the portal under Actions > Purchase Import. This allows select organisations to process supplier invoices in bulk and save time on manual entry.
12 February 2026A new column shows the external invoice number for each booking in the Service Review Board. The external invoice number is displayed for bookings that have been invoiced.
16 February 2026In the Funding Sources section of the client profile, a new section called References appears when you create a funding source. You can add, edit, and view reference codes directly from the client profile. When you select a funding source template, its reference codes are applied to the client funding source.
25 February 2026In Settings > Exports, the Select Export Type field now includes HACC PHD. You can generate a compliant export file for PHD services without manual adjustments, making your reporting process more efficient.
25 February 2026The system is optimized to include an interface for Xero payroll integration, allowing activation for payroll management. Payroll setup for Xero can be managed directly in the portal.
26 February 2026The system supports advanced booking and calculated values in MPAS, allowing you to save, view, and edit MPAS entries with advance funding fields.
26 February 2026You can now select and restrict fee items and line item templates in the funding source template. For each restriction type, you can specify which items are included by default when a funding source is assigned to a client. For more information, see Introduction to the Advanced Funding Source Template.
26 February 2026You can now manage leave for multiple staff members faster with the new Bulk Staff Leave Management feature. This feature is designed to streamline leave management, especially for public holidays or other scenarios requiring leave entries for multiple staff members at once. For more information, Create Staff Leave in Bulk.
27 February 2026Leave request processing update : bulk creation for multiple staff now supported.
27 February 2026You can include social group bookings in the leave application, and the hours from these bookings will be counted as hours requested for leave. This helps you see all affected social group events and ensures your leave request includes the correct hours.
27 February 2026Bulk leave creation update : notification control option now available.
27 February 2026The system now includes a new flag during staff leave creation that allows bookings and shifts to remain allocated instead of being automatically un-allocated. This provides you more control over staffing and helps maintain your preferred scheduling arrangements.

February - Improvements

DateRelease Note
02 February 2026The Recalculate Funding on Period button is now positioned above the generate statement button in the Statement Periods Management Dashboard.
03 February 2026Filtering by task type in Actions > Tasks now displays options based on your setup in General Config > Task Types. Task types can be modified or added in General Config, and these changes will appear when you use the filter.
03 February 2026The service review board now displays bookings faster. You see your bookings appear more quickly and can check approve them before starting billing and claiming processes. For more information, see Service Review.
06 February 2026When you navigate to Actions > Task and click Filters, the Task Type filter displays only Head Office task types if used from Head Office. If used from a Child Branch, the Task Type filter shows both Parent and Child Org task types, facilitating accurate filtering for users managing tasks across organizational levels.
06 February 2026In the Service Review board, bookings with expired or inactive funding sources now display a warning labeled "Expired or Inactive Funding Source." You can quickly identify and address funding status, supporting more accurate client management.
06 February 2026Statement period close process update : pre-calculation logic refactored.
06 February 2026Statement period generation update : logic refactored for improved performance.
06 February 2026Funding file generation update : organisation selection from export settings now supported.
06 February 2026Claim finalization update : validation logic corrected to use claim status.
06 February 2026Time rounding rule update : 15-minute minimum threshold now applied before rounding
09 February 2026A warning is now displayed when a sleepover duration exceeds the shift duration in shift patterns, published bookings, and ad hoc shifts. The warning appears if the sleepover time extends beyond the scheduled shift. This allows you to adjust your scheduling to match shift and sleepover times more accurately.
10 February 2026Additional client details are now included on the client report export page, such as client ID fields, Medicare card number, Medicare card IRN, Medicare card expiry, funding source ID, funding type, and funding type reference. This provides you with more complete client and funding information in your exported reports.
10 February 2026You can now publish shifts with linked breaks, and each break will appear only once. The system ensures that breaks linked to shifts are not duplicated after publishing.
10 February 2026KeyPay leave gap handling update : unworked time between leave dates no longer marked as work time.
12 February 2026Service review display update : bill amount no longer shows as zero intermittently.
16 February 2026The system is optimized to filter out repeated location points when the user is not moving. Only new or changed coordinates are saved during mobile tracking. This reduces waypoint data, improves routing stability, and maintains trip accuracy and user experience.
16 February 2026Monthly statement display update : care management amount no longer resets to zero
16 February 2026You can select a client from a child branch and create a task for that client, then assign it to a staff member from the head office. The task will appear as expected in the staff member’s profile under the To Do Items section.
16 February 2026Detailed expenses display update : table format adjusted and funding source name matching improved.
16 February 2026Organisation configuration update : chart name setting now configurable for each organisation.
17 February 2026Statement calculations now use only current records for each claim period. You see accurate spending for each month, and your statements match your claim activity.
17 February 2026Payroll export update : REF2 field export now working correctly
19 February 2026The Care Plan saving process has been optimized. You can now save Care Plans smoothly, resulting in a more consistent workflow..
20 February 2026Once-off booking import update : error handling now aligned with response status.
24 February 2026During requote and acceptance, no adjustment is generated if the once-off booking details and amount remain the same. Adjustments will only appear in your exports when you make changes to the once-off booking during requote.
24 February 2026Purchase import update : file label corrected.
25 February 2026TechOne Accounts Receivable has been added back to the Integrations page. You can now find and use this integration as part of your available options.
25 February 2026The Cancellation Reason dropdown is now available for cancelled bookings, so the reason can be changed after cancellation. You can change the cancellation reason from the client’s calendar, and the new reason appears in both the calendar and the Service Review board.
25 February 2026Log Time is now required when the Billable checkbox is selected in a case note. This helps you accurately bill clients and keeps your records clear.
25 February 2026TechOne export update : invoice export from claims now supported when other exports are pending or processing.
26 February 2026Staff report update : payroll employee ID now included in staff reports.
26 February 2026Xero payroll export update : export now supported when kilometer settings are enabled.
26 February 2026Commencement dates are now included in client reports when selected in the Display Parameters dropdown. You can now see commencement dates in your downloaded reports, making it easier to track client start dates.
26 February 2026Xero payroll integration update : processing logic adjusted.
26 February 2026Xero timesheet processing update : selected pay period filtering now supported.
26 February 2026Pay frequency retrieval update : pay frequency data now available.
26 February 2026Booking cancellation handling update : additional processing for cancellation records now supported.
26 February 2026Support plan print format update : Client Goals, Treatment Plans, and Assessments section display format updated.
27 February 2026The system is optimized to allow organizations to control how bookings and shifts are selected during bulk staff leave creation. Settings can be adjusted to include only items within the leave period or to limit calculations to preferred worker bookings.
27 February 2026Leave note update : content improved for better traceability and reference information.
27 February 2026Leave calculation update : preferred worker arrangement logic now supported for hour calculation.
27 February 2026The system now calculates leave hours based on preferred worker arrangements, including sleepover shifts and overlapping leave and work hours. This provides you more accurate leave records and better tracking of working and leave time.
27 February 2026Leave processing update : bulk creation performance optimized.
27 February 2026Leave management update : date filtering now supported on main page
27 February 2026The system creates a separate debtor account in TechOne with a “Co Contribution” suffix when a funding source includes a co contribution value. You can track co contribution amounts automatically, which helps you manage funding records with less manual work.
27 February 2026Page numbers are now included on the printout of SAH Monthly Statements. You can keep track of each page when viewing or printing your statements.
27 February 2026To make sure statements show the correct address for the recipient, set the Billing Options field to Billing Contacts on Client Profile and Contacts Only in Settings > General Config. The address on the SAH Monthly Statement is taken from the client’s contact with the Finance/Billing type. If a contact is added for finance or billing, their address will be used for statements and billing information.
27 February 2026Client and Staff Profiles in the management portal have been redesigned for a better look and user experience. Modules now appear on the left below the profile picture, replacing the previous tile layout. Explore the new design and share your feedback with the CareVision Team.
27 February 2026The billable label now appears on the main list of case notes in Actions > Case Notes. You can quickly identify billable entries, which helps you manage billing and reporting more efficiently.
27 February 2026The filter display in the Notes and Forms section of the client profile now shows at full height. You can view and scroll through all notes and forms more easily, so you find information faster.
27 February 2026The work phone number is now shown on the staff member profile instead of the personal phone number. You see the correct contact information for work-related communication, which helps you reach staff more easily.
January 2026

January - New Features

DateRelease Note
05 January 2026Service Review Board filter for service warnings now available. See Filters on the Service Review Board.
05 January 2026Claims management dashboard update adds notes creation feature. See Claims Management.
06 January 2026Reconciliation notes now supported in the system.
06 January 2026Audit trail for finalized reconciliation now available in the system.
06 January 2026Reconciliation gauges are now supported in the system for claim items, with status tracking and filtering available.
07 January 2026A new Advanced Search toggle beside the search button allows you to search users by ID, first name, last name, nickname, phone number, employee number, care recipient ID, or organisation global ID. Head office users can search across all branches.
07 January 2026In Client Profile > Service Orders, the Contractor Recommendations header now displays contractor job IDs and rates for adhoc bookings.
23 January 2026A Copy Funding Source button is now available on the Quote modal for funding sources with an End Date. If you click the button, a copy of the funding source is created with the Start Date set to the End Date of the original funding source, and any fee items are updated to match the End Date.
27 January 2026You can now generate Support at Home monthly statements, assign finalized claims to a statement period, and recalculate funding for each period. This helps you manage claims, streamline monthly statement production, and distribute records for compliance and reporting. 
27 January 2026Statement download is now supported in the system.
27 January 2026Statement finalization and distribution is now supported in the system.
27 January 2026Invoices can now be downloaded as Xero Direct files in .json format from the Claims page. This helps you export invoice data to Xero with column mapping for reconciliation and record-keeping.
27 January 2026Xero direct download is now supported for integration use in claims
29 January 2026You can now finalize claims in the Claims Management Dashboard once all variances are processed and accepted.
29 January 2026The system allows for invoices to be generated directly from reconciled claim files using the finalized SAH claim ID. This allows users to download claim files with Final status from the Claims Management dashboard in their preferred export format (JSON or XML).
29 January 2026Statement period update supports closing, finalising, and reopening periods.
29 January 2026Statement period update supports pre-calculation of totals when closing periods.
29 January 2026Account summary display is now supported in the system for invoice statements.
29 January 2026Invoice statement generation is now supported in the system for SAH.
29 January 2026Unspent funds display is now supported in the system for invoice statements.
29 January 2026Detailed expenses display is now supported in the system for invoice statements
29 January 2026Claim assignment to statement period is now supported in the system.
29 January 2026Statement period data retrieval is now supported in the system for management board.
29 January 2026Invoice statement component is now supported in the system for SAH.
29 January 2026Statement period setup is now supported in the system with migration and lookup.
29 January 2026Financial summary display is now supported in the system for invoice statements
29 January 2026The DEX CHSP claim file now includes RegisteredForMAC and MACId fields in the XML. This shows the client’s registration status and adds the My Aged Care ID from the client profile when available, supporting accurate data handling.
30 January 2026You can now select manual line item templates, and the fields display the correct values based on the template settings you configured.

January - Improvements

DateRelease Note
05 January 2026Service Review Board approval status checkbox now reflects actual booking approval.
05 January 2026Contractor Jobs actions for managing job status now available. See C. Award Jobs in the Contractor Jobs Action Board.
05 January 2026Annual frequency option removed from Create Pay Period screen. See Set Up Staff Pay Details.
05 January 2026MPAS modal update improves handling of schedule name changes.
05 January 2026Claims management details update corrects delivery date format for some records.
06 January 2026You can now add notes in the claims management dashboard. See Add Notes in the Claims Management documentation.
06 January 2026Case note update allows users to change Log Time and Billable settings on their own notes.
06 January 2026Routing requests now support a longer processing time with timeout extended to five minutes.
06 January 2026Care recipient ID search is now available in the system.
07 January 2026Quote end date update allows setting a date beyond one year from the start date.
07 January 2026Contractor job details are now supported in the system for adhoc bookings, with job ID and rate display available in contractor recommendations.
07 January 2026Job classification setup is now available in Settings > Job Classification. You can now create and select job classifications for staff pay details. See How to Set Up Job Classifications.
07 January 2026Contractor filtering by service is now supported in the system for available contractor lists, with results limited to selected service matching.
08 January 2026Query performance improvement is now available in the system with added table indexing.
08 January 2026Quote printout update includes funding source section, with end-dated sources within quote period now displayed.
09 January 2026Careplan instructions and notes now load faster in the system.
09 January 2026Basic Search results now open in the same tab, while Advanced Search Mode results still open in a new tab.
09 January 2026The system now fetches funding sources only for clients in your results on the Service Review board
09 January 2026When a contractor job is awarded for a service already existing on a client’s profile, the system now immediately assigns the contractor to all applicable care plan items, including those already scheduled from today and for all future occurrences.
09 January 2026SAH claim export update corrects Delivered by Third Party values for externally delivered bookings
12 January 2026In the Billing Exports History Screen, the Created At column now shows both date and time for each export.
13 January 2026Awarded contractor details are now supported in the system for care plan data, including contractor ID and contractor list.
13 January 2026On the Contractor Recommendations list for Quotes, Care Plans, and Adhoc bookings, contractors with an Awarded status are now always shown at the top of the list.
13 January 2026Contractor public page update displays service rates on job details.
13 January 2026Contractor recommendation filtering update ensures only contractors offering the selected service appear in quote recommendations.
13 January 2026The system now leaves the end location country dropdown empty if no value is available.
13 January 2026Bookings with billable case notes logged by Head Office users can be approved by branch managers.
13 January 2026Invoice export update sets unit type to hours for SAH claim files.
13 January 2026The attendance report on the social group page now generates and downloads when you use the Print Attendance Report button.
14 January 2026The care plan modal now displays warnings if you select sleepover but the required billing category or line item is missing.
14 January 2026Care plan label update standardises display on client profile.
14 January 2026When you click the View Client Funding icon in the Claims Management dashboard, the funding sources section of the client’s profile opens in a new tab.
14 January 2026The system now sets the Funding Period field to Once Off when an Advanced Funding Source Template with a Once Off frequency is used for a client.
15 January 2026You can now publish breaks in Teams V1 and V2 as expected.
15 January 2026A Save and Approve button is now on the left side of the booking modal in the Client and Staff calendars. Previously labeled “Save and Accept,” this button allows you to approve bookings from the modal. When you approve a booking, a check mark will show on the calendar to indicate its status.
16 January 2026Invoice export update corrects field mapping for Xero invoices
18 January 2026Only services with SAH as their funding source are now shown on the SAH Russell Kennedy Agreement.
18 January 2026Epicor invoice export update corrects format 2 download from claim dashboard
18 January 2026TechOne invoice download is now supported in the system without integration
18 January 2026Meal is now included as a default option in the Expected Unit dropdown in the Manual Line Item section of a booking.
18 January 2026Line item template ID is now supported in the system when importing once-off bookings
18 January 2026HCP funding source end date update is now supported in the system when accepting quotes
18 January 2026MYOB sales billing export update resolves missing data issue
19 January 2026You can use the copy button to duplicate a manual line item in sections such as quotes, care plans, service reviews, social group calendars, and more.
19 January 2026Service dates in the Claim Export file and the Claim downloaded Invoice File (MYOB) are now matched using the same timezone from the SAH Claim File export.
19 January 2026The calendar shows the shift pattern name and displays auto-published patterns in gray if not edited.
19 January 2026If you perform an export in Settings > Payroll and encounter an error, the box will now display the specific error encountered.
22 January 2026Each invoice exported to TechOne now uses the correct debtor reference for its funding source, with separate invoice numbers for government and co-contribution transactions.
22 January 2026Adhoc shifts now show the correct service name in the social group calendar. If you click on an adhoc shift, the booking modal opens for that shift.
22 January 2026Funding source template save is now supported for once-off frequency
23 January 2026Recommended contractor data update is now supported in the system
23 January 2026Contractor job comment handling update is now supported in the system
23 January 2026Contractor public website update improves display handling
23 January 2026Contractor availability warning is now supported in the system
23 January 2026Contractor filtering update excludes invalid duration values in quotes
23 January 2026Contractor recommendation update improves availability and qualification display
23 January 2026Rate option update hides add single rate setting
23 January 2026Contractor public page update adds confirmation modal for change requests
23 January 2026Job offer update allows declining accepted offers
23 January 2026The Select Export Type field in Settings > Exports now includes the Techone Accounts Receivable structure option for all organizations.This helps you select the Techone export format for managing exports.
23 January 2026Contractor job board update adds requested for changes filter
23 January 2026Claim access control update is now supported across organisations
27 January 2026Care plan schedule board update resolves missing task display
27 January 2026MYOB billing export update resolves REF1 issue for externally delivered supports
28 January 2026All invoice file types now show line item quantities rounded to four decimal places. This helps you view consistent quantity values in every invoice file you generate.
29 January 2026Travel time limit increase is now supported in scheduling
29 January 2026The dates for bookings in the SAH claim file are now shown with the correct timezone.
29 January 2026Trip and Hours now appear as default options in the Expected Unit dropdown in the Manual Line Item section of a booking. You can select Trip and Hours directly without needing to add them manually.
29 January 2026The service review export CSV now includes contractor pay, contractor job ID, and contractor rates. This provides you a complete view of contractor details and supports easier reporting.
29 January 2026Government transactions and co-contributions are now placed on separate invoices, each showing the right debtor reference. Credit memo values are now set correctly in Epicor V1 based on the quantity.
29 January 2026Invoice rounding update applies four decimal precision for MYOB and Xero
30 January 2026You can now use the "copy schedule" function in the care plan and change the start date to match your client’s needs.

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      Apple (iOS) Click the Apple store Search for the ‘CareVision Plus' and click ‘Install/Get’ Open the app and input your credentials Android Open ‘Playstore’ Search for ‘Care Vision Plus’ and Click the Install button Open the app and log-in using your ...

    • FAQ: How to Setup Social Groups in CareVision?

      OVERVIEW Organisations that offer group programs to promote social and community participation will reap the benefits of CareVision's Social Groups module. CareVision allows the organisations to create social groups to cater to the care recipients' ...

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