Sandbox Deployments 2026-08-07

Sandbox Deployments 2026-08-07

All
New Features
Improvements
All
DateRelease Note
03 August 2026The system can now transform client case note data into a CSV file compatible with the CareVision Case Notes Import. This reduces manual spreadsheet work during data migrations.
03 August 2026Payment file matching has been improved for re-claimed items. When the original reference is unavailable, the system can still link the payment record to the original claim.
04 August 2026Funding allocation percentages above 100% can now be edited in Quotes and Funding Sources in the CareVision Plus Mobile app (Android). This allows incorrect allocation values to be corrected.
05 August 2026The system now supports additional email recipients when creating, viewing, or editing client groups.
05 August 2026The funding rollover process has been improved. This ensures the new quarter only includes applicable funding items.
05 August 2026Booking details now display booking status, cancellation reason, and forecast cost more clearly. You can hover over a shortened cancellation reason to view the full text.
05 August 2026Funding period validation in the Service Review Board has been improved. Bookings scheduled on the funding source start date are now recognised as valid and can be reviewed and approved without a "Booking Outside Funding Period" warning.
05 August 2026Task management has been simplified by removing the “For Internal Use Only” checkbox when viewing, creating, or editing tasks. New and updated tasks are automatically marked for internal use, while existing tasks remain unchanged.
06 August 2026Forecasted values are now available in Funding and Budget Management Dashboard, with an expandable breakdown by allocation category. The total forecasted value is also shown for each funding source in the client profile and included in CSV exports.
07 August 2026The "Client Care Manager" filter in Care Management Time Tracking Dashboard has been improved to include head office users with access to the selected branch. When a head office user is selected, only their time logs for the branch being viewed are displayed.
07 August 2026Gender options have been updated to support DEX requirements when creating a client profile or editing the Detailed Profile section. You can now select options aligned with the Australian Bureau of Statistics’ definitions, with more specific terms available when Other is selected. See FAQ: DEX Stage 3 Changes - CHSP Reporting.
07 August 2026Pay period dates in Timesheet Dashboard now follow the organisation’s configured start day. The date range dropdown now displays each pay period as expected.
07 August 2026CSV downloads in the Service Review Board now include all booking records returned for the selected report criteria. This ensures records are not omitted when downloading larger reports.
New Features
DateRelease Note
03 August 2026The system can now transform client case note data into a CSV file compatible with the CareVision Case Notes Import. This reduces manual spreadsheet work during data migrations.
05 August 2026The system now supports additional email recipients when creating, viewing, or editing client groups.
06 August 2026Forecasted values are now available in Funding and Budget Management Dashboard, with an expandable breakdown by allocation category. The total forecasted value is also shown for each funding source in the client profile and included in CSV exports.
Improvements

Date		Release Note
03 August 2026Payment file matching has been improved for re-claimed items. When the original reference is unavailable, the system can still link the payment record to the original claim.
04 August 2026Funding allocation percentages above 100% can now be edited in Quotes and Funding Sources in the CareVision Plus Android app. This allows incorrect allocation values to be corrected.
05 August 2026The funding rollover process has been improved. This ensures the new quarter only includes applicable funding items.
05 August 2026Booking details now display booking status, cancellation reason, and forecast cost more clearly. You can hover over a shortened cancellation reason to view the full text.
05 August 2026Funding period validation in the Service Review Board has been improved. Bookings scheduled on the funding source start date are now recognised as valid and can be reviewed and approved without a "Booking Outside Funding Period" warning.
05 August 2026Task management has been simplified by removing the “For Internal Use Only” checkbox when viewing, creating, or editing tasks. New and updated tasks are automatically marked for internal use, while existing tasks remain unchanged.
07 August 2026The "Client Care Manager" filter in Care Management Time Tracking Dashboard has been improved to include head office users with access to the selected branch. When a head office user is selected, only their time logs for the branch being viewed are displayed.
07 August 2026Gender options have been updated to support DEX requirements when creating a client profile or editing the Detailed Profile section. You can now select options aligned with the Australian Bureau of Statistics’ definitions, with more specific terms available when Other is selected. See FAQ: DEX Stage 3 Changes - CHSP Reporting.
07 August 2026Pay-period dates in Timesheet Dashboard now follow the organisation’s configured start day. The date range dropdown now displays each pay period as expected.
07 August 2026CSV downloads in the Service Review Board now include all booking records returned for the selected report criteria. This ensures records are not omitted when downloading larger reports.
 

    • Related Articles

    • Sandbox Deployments 2025-09-12

    • Sandbox Deployments 2026-05-08

      Improvements Improvements Date Release Note 07 May 2026 In the Fees and Charges section of the Quotes modal, the layout is improved with a card-style design. Fee summaries and subtotals are easier to review, with updated Add and Remove Ref buttons, ...

    • Sandbox Deployments 2026-07-17

      All New Features Improvements All Date Release Note 14 July 2026 Added support for the Adjustment entitlement type during payment file uploads. Adjustment records are now processed correctly and included in claim calculations and generated ...

    • Sandbox Deployments 2026-06-12

      All Improvements All Date Release Note 10 June 2026 Finalizing a claim that is assigned to a period and have previous periods that are open will now be prevented Employee Number column should display the employee number of the staff. Display ...

    • Sandbox Deployments 2026-07-03

      All New Features Improvements All Date Release Note 29 June 2026 Travel handling in Timesheets is improved. The system now allows travel details to be updated for in-progress trips and automatically marks the trip as complete when end time and ...

    Request an Article or Guide

    We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.