How to Create a Service
This topic describes how to create and set up services in CareVision. Services represent the core activities your organization delivers to clients and can be linked to case notes for accurate billing and documentation.
By setting up Services, your organization can streamline workflow, maintain compliance, and ensure that all provided activities are tracked and reported efficiently.
To create a service, follow these steps.
Go to Settings in the left menu bar.
Click Services.
The Service Offerings section will appear, displaying your current list of services.
Click +Create New Service Offering to add the required services.
In the Create Service form, enter the name of the service.
In the Category field, select the appropriate service category from the dropdown.
If you are setting up services as part of a contractor workflow, check the Available for Contractors? checkbox for any service you want contractors to provide. This step is only necessary when enabling services for contractors.
If you check the Available for Contractors? checkbox, the Request Validity field will appear. Enter the number of days a contractor has to accept a job offer for the service.
In the Description box, specify a description for the service.
In the Status field, select either Draft or Active from the dropdown.
Complete the fields under Service Delivery Details according to the service you are adding.
In the Billing section, click Add Billing Category.
Select the billing category from the dropdown.
Specify the Effective from date.
On the right, tick the Active by default? checkbox for the billing category to have the billing category automatically applied when you create a specific case note.
Complete any other relevant sections as needed. The, click Save to add the new service.
View the newly added service under the Service Offerings section.
By following the steps outlined in this topic, your organization can set up services in CareVision.
For more information about how to setup services for your organisation, contact the CareVision support team.
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