How to Create Quotes Using the Mobile App
Step-by-step process
Step 1: Open the CareVision Mobile Plus App, enter your credentials, and log in.
Step 2: Tap the “People” icon and select the client for whom you want to create a quote.
Step 3: Tap the plus (+) sign, select “Create Quote/Contract"
Step 4: In the Fund Sources section, select the template, complete required fields, and set funding rules.
Step 5: Review the Funding Fee Items from the template and add supplements or subsidies if necessary.
Step 6: In Funding Service Program Allocations, enter the co-contribution percentage if applicable.
Step 7: In Additional Settings, enter the Rollover Balance estimate, specify the Maximum Co-Contribution, and save the funding source.
Step 8: Add recurring services, set frequency and scheduling, ensure “Use Default Funding” is checked, confirm billing categories, and save.
Step 9: Add any once-off services, specifying all relevant details including funding source and billing categories.
Step 10: Upload required supporting documents, especially for Assistive Technology and Home Modifications High claims.
Step 11: Calculate the quote by clicking the circular icon, then click “Save.”
Step 12: In the client profile, go to “Active Quotes,” download the draft quote, select “Advanced”, and check your files for the sample quote.
This topic walked you through the process of creating a quote in the CareVision Mobile Plus App. For more information about creating quotes see the following related references or contact the CareVision Support Team.
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