How To Guides & Related Policy and Procedures on a Booking

How To Guides & Related Policy and Procedures on a Booking

There are instances that a certain service should be accompanied by additional information related to it such as how-to guides, instructional videos or even policies associated with it. This will greatly help the staff on performing their tasks and can reduce the risk of improper handling due to lack of knowledge.

Fortunately, CareVision offers a feature where articles and videos can be linked into a service so that staff can view them in a booking. Coordinators can create an article tackling various topics such as learning materials, instructions, policies and/or procedures; and then they can associate it through various services related to that article. When the service is assigned into a booking, the staff can view this content through the CareVision Mobile App.


How to Link an Article Content into a Service

There are several ways to link an article or video into a service:
  1. News and Article section - multiple services can be linked when creating an article or news 
  2. Video and Live Stream section - multiple services can be linked when uploading a video
  3. Service details - an article and/or a video can be linked as a related content directly into a service

News and Article Section


  1. Go to Community > CareVision Learning Academy News  section of the Management Portal
  2. Create an article by clicking the Create News button at the upper-right part of the screen
  3. On the popup modal, write up the details of the article. It can be a how-to guide, usage instructions or policy procedures relating to your service.
  4. On the Related Services field, it will display all your available services and you can select one or more services that relates to your article.
  5. Click the Save button to save it as Draft. If you're completely finished, just click the Publish button to make it available to other users.

Video and Live Stream Section


  1. Go to Community > Video & Live Stream  section of the Management Portal
  2. Click the Upload Video button at the upper-right part of the screen and select the video file that you're going to upload
  3. Once uploaded, a popup modal (shown above) will appear. You can write up additional tags for the video and put it to their appropriate categories.
  4. On the Related Services field, it will display all your available services and you can select one or more services that relates to your article.
  5. Click the Save button to submit your changes.

Service Details (Related Content)



  1. Go to Settings > Services  section of the Management Portal.
  2. Click the Create New Service Offering button to create a new service.


  3. A popup modal (shown above) will appear. You can write the details of the service here. 


  4. Under the Related Contents section, you can find the Related Articles and Related Videos fields that will display all the published articles and the uploaded videos as a dropdown. You can select one or more from the list that relates to your service.
  5. Click the Save button to submit your changes.

How to View the Linked Article in a Booking

When a service with a linked article is used in a booking, staff can view the article in their mobile phone thru the CareVision Plus mobile app.

1. Just go to Calendar section to see the booking.



2. Click the booking to view its details. Then go to Others tab to see all the linked articles and videos to the service.

3. Just click the article that you want to view to display its entire content.




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