Setting Service Templates

Setting Service Templates

Setting up Service Templates in CareVision

SERVICE TEMPLATES are standard layouts that enable client services to be pre-populated with information. This ensures the quality and consistency of service settings and cuts admin time to individual services.
Service Templates are set up at the configurations stage, and typically imported.

Relationships to the price guide - NDIS

During the configurations stage, we imported your NDIS pricing and services based on the latest price guide.
Each service template for the NDIS is set up with the registration group at the start of the name.
Each Support Item rate is added as Billing Categories.

Relationship to HCP and CHSP

HCP pricing and services based on your schedule of fees or services list.

How to update templates & implications of updating templates

To update Templates, you can go into the Settings > Services, select the service name and make your changes.

NOTE:
Please note that making a change to the service template does not change existing Care Plans, Adhoc Bookings and published bookings.
The changes will apply to created care plans and ad-hoc bookings after the changes have been made.

Designing new services

To Create a new Service, you can click on SETTINGS > SERVICES and then click on + CREATE NEW SERVICE OFFERING
You can also create a new Category for Services if you are unable to use a category from our default list.

PARTS OF A SERVICE TEMPLATE

  1. HEADING - The Heading contains the name of the service, service category and service description. The service description is a general summary of the service and may not go into specifics about the client's requirements.
  2. SERVICE DELIVERY DETAILS
    1. Typical Tasks - Activity or work that needs to be done during the service. Each individual task will be displayed with a tickbox on the mobile app for support workers to tick when they have completed each item.
    2. Skills - Skills, Talents and  Attributes that Support workers must have to deliver the service
    3. Type (Bookable or Offer) -  Bookable services are your regular services for delivery, offers are commonly used for promotions.
    4. Form Format -  Forms are required to be filled out during a service. You can select or remove other forms when creating a service for a client.
    5. Instructions to Staff - Typical instructions given to staff members when delivering the service. This can be modified for individual client requirements.)
  3. BILLING
    1. Primary Billing Category - Contains your TIME CATEGORIES set with pricing based on time of day and day of the week, and Public Holidays. This is the base charge applied.
    2. Special Billing Categories - Contains your Travel with clients, Call out Distance, Sleepover rates. These are conditional based on certain things occurring on the bookingshift that will trigger them being charged.
  4. LINE ITEMS 
    1. Manual Line item - Used for any additional charge/consumable used during the service. Note that this can be added after every booking.
    2. Distance Travelled with Client - Determines how you are billing and paying based on the distanced covered during a service that requires transport with a client.
    3. Callout Distance - Determines how you are billing and paying based on the distanced covered when traveling in between services from a set location or based on distance between locations of bookings.
    4. Sleepovers - Determines how you are billing for sleepovers
  5. RELATED CONTENT
    1. Related Articles and Related Videos - Allows the organisation to set Compliance, Best Practice Standards, Policies and Training content to appear as related media whenever a staff member has a booking with a particular service.

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