Detail available on a booking on mobile

Overview

CareVision Plus, a mobile application available on App Store and Google Play Store made by CareVision, allows staff to manage their assigned bookings. Managing assigned bookings is made easy by CareVision Plus. A staff can accept or reject the scheduled booking, get directions on the location of the client, and see important notes, instructions and details of the booking.

Viewing the booking details

On the Staff’s calendar, you can see a list of assigned bookings which are ordered by date. If a staff member has an assigned booking, they will be able to see the name of the client, the location, as well as the date and time of the booking. They will have an option to accept or reject a booking.

Lightly tap on the booking on your mobile phone to be able to see the full details. You can see the sections for Details, Clients, Forms and Others. 

Booking Details

On the Details tab, you can see the description and location of the service. You can opt to get directions, as well as, see a map with regards to the location. If you scroll down, you can see the important notes, tasks for completion, instruction, attendees, and attachments. The following details are the same information available on the CareVision portal. 

Booking Details on Details Tab

For the Clients tab, you can see the client’s personal details, and have an option to call the care manager, rostering consultant, scheduling consultant. You can also view the client’s allergies, emergency plan, goals, likes, dislikes, care provider, and case notes.

If you click on View Client Detail Profile, you can see the client’s whole profile which includes their medical information and everything that is available on CareVision and that you have permission to view. This ensures your care delivery teams are informed about the latest important information about the client. Note that your field staff have limited permissions in terms of what they can / cannot view about the client so they cannot see personal details like medicare details.

 

For the Forms tab, this will include all the forms the staff needed to complete in relation to the bookings.

For the Others tab, it will show you all the related items, if there are any.  This is most commonly used to add related policy and procedure guides and videos to the services to ensure your teams are well informed about the most up to date practices for delivering this type of service. Search the knowledgebase for articles relating to assigning content or articles to services. 

Accepted Booking

If your organisation has turned on the setting 'Require Staff to Accept Bookings' then the bookings will be published to staff as 'Published - Awaiting Acceptance' and the display of the booking will include the option to accept or reject the booking. 

If the staff has accepted a booking, you will be able to check-in once the appointed date and time has come. You may still be able to cancel the booking if you are a coordinator for the clients and have permission to cancel bookings from the mobile application.

Canceled Booking

If the client had decided to cancel the booking and the coordinator or scheduler has cancelled this on the mobile application or from the web portal, they will need to confirm their cancellation reason.

On the mobile application as soon as the booking is cancelled the staff member assigned will receive a notification and the booking will appear as cancelled.

Rejected Booking

For rejected bookings initiated by the staff, the bookings and all information will not appear on the Calendar any longer. 

Re-assigning a booking to another staff member

When a staff member (STAFF MEMBER A) is unable to deliver a service at a certain time, you can easily re-assign a booking to another available staff member.

1. On the booking DETAILS tab, scroll down to the Attendees section and tap CHANGE STAFF
   
   
   
2. Select the staff member you wish to assign the service to. You can also search by typing the name of the staff member.
   
3. Once you have selected a name, the booking attendee should show the newly assigned staff member.
   
   
   
4. Select the back icon on the calendar. The booking will now be removed from STAFF A and assigned to STAFF B
   

Changing the time of a booking

If there are sudden changes to a scheduled service. You can easily change the date and time of the booking from the Service Booking Details.

On top of the booking details, you should see the name of the service along with the date and the time.

Click on the Edit icon next to the time.

You can then select the date from the calendar and click OK,

 and then select the time from the clock. 

You will get automatically redirected ton the calendar with a notification that says SUCCESSFUL.

Adding an Attachment

During the booking, there might be several documents or photos that needs to be submitted such as evidentiary proof or for reimbursements. 

Coordinators and Staff members can add an attachment easily, just follow these steps:

1. On the booking details, scroll down up to the Attachments section. Click on ADD Attachments
   
   
   
   
   
2. You can choose between taking a photo or Choosing a file from your local phone folder.
   
   
   
   
   
3. Upload the Attachment. Once a file has been uploaded, you will see a list of files and the ability to delete the uploaded file.
   
               
   
   
   
4. Once you click  UPLOAD ATTACHMENTS it will be displayed on the booking details section

Ticking Service Tasks as Done 

As staff members go about their service, they can easily add mark tasks as done by ticking the checkbox next to the task. 

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