Common Booking Issues and Solutions
Accurate booking information is important for efficient service delivery and correct billing. CareVision provides mechanisms to flag booking issues, allowing you to quickly identify and resolve potential problems before they impact care or billing.
This topic describes how CareVision displays warnings in the Care Plan, Teams Scheduling Area, and Service Review Board when booking issues are detected, and provides instructions on how to resolve the issues.
I. Common booking issues flagged in the Care Plan
A Care Plan is created when a client accepts a quote for services, and it forms the basis for scheduling and service delivery. If any warnings are detected in a client’s Care Plan, follow these steps to resolve them:
2. Click Update Service Schedule.
3. Warnings are displayed in two ways:
Display Option 1:
- At the top of the Service Schedule section, a system prompt lists all issues for all Care Plan items.
- Click "here" in the warning link to review all details about the issues.
- A koala bear icon will appear, and next to it, all flagged issues will be listed.
- The system will display any warnings for that item.
- Click "here" in the warning link to review all details about the issues.
- A koala bear icon will appear, and next to it, all flagged issues will be listed.
4. For example, if the Start Location is incomplete, the system will flag it as having invalid/incomplete fields in the Start Location.
5. To resolve this, scroll down to the Schedule & Rates section and complete the required fields for Start Location.
6. Click Save to save the location information.
7. Then, click Save again to update the entire Care Plan.
8. Confirm the update by clicking Yes.
9. Once resolved, the warning for incomplete fields in the Start Location will no longer appear.
10. Review and resolve any remaining flagged information to ensure the Care Plan is accurate and complete.
II. Common booking issues flagged in the Teams Scheduling Area
The system flags issues in the scheduling area so you can resolve them before allocating and publishing bookings. If you see any warnings in the Teams Scheduling Area, follow these steps:
2. Select Teams or Teams V2.
3. Specify any necessary filters and click Apply.
4. Review the bookings. Bookings with issues are typically shown with a solid red background and dark red diagonal lines. For any flagged booking, click the “i” button in the lower right corner to view details about the issue.
5. For example, if the booking is missing a start location, the system will display a warning.
6. To resolve, scroll down to the Locations section.
7. Enter the required location details in the appropriate fields.
8. Click the Save icon to save your changes.
9. Click Publish to publish the booking with the updated information.
10. When the success message appears, click OK.
11. Verify the issue is resolved by clicking the “i” icon on the booking again.
The warning about the missing start location should no longer appear.
III. Common booking issues flagged in the Service Review Board
The Service Review Board highlights warnings when there are issues with a booking. It is important to resolve these issues before exporting your data. For more information, see Resolve Warnings in the Service Review Board.
By following these instructions, you can ensure bookings are accurate and support correct billing processes.
For more information about booking issues and solutions, contact the CareVision Support Team.
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