Simple View for Bookings

Simple View for Bookings

I. Simple View Toggle

The Simple View toggle for bookings is a feature that allows you to switch between the standard  booking view and a simplified interface. The simple view is designed specifically for cases such as ad hoc or external purchases under Support at Home, showing only the most basic booking details and associated manual line items, with all other fields set to default values.


Special Use Cases: The simple view will not replace the standard view for all bookings. . In the Simple View for bookings, all non-essential fields are set to default values, allowing you to quickly enter only the basic booking details and manual line items. You do not need to fill out additional fields (these are automatically populated with standard defaults by the system) streamlining the process for quick or ad hoc entries.

How to Use

  1. Look for the “Simple View” toggle located upper left corner of the bookings interface. The toggle is also available in the following areas where users can view booking details:

    1. Quick Actions> Adhoc Booking
    2. Client Calendar
    3. Client Service Orders
    4. Staff Calendar
    5. Service Requests Board
    6. Service Review Board

    Notes
    Note: Simple View is not supported for shift bookings or for ad hoc bookings linked to social group events.

  2. Click the toggle to open the booking in simple view. Only essential fields will be displayed, with most options set to default values. The required fields shown are: Client, Service/Product, Date, Start Time, and Duration.

  3. Enter Required Information: Fill in the required details (basic booking info, manual line items, attachments if needed).

  4. Switch Back if Needed: If you need to access more fields or details, use the toggle to return to the standard view. The system does not record which view you use, so you can switch between views as needed.

II. Externally Delivered Bookings

When you tick the "Externally delivered?" checkbox in Simple View, all fields relevant to externally delivered bookings such as External Contact Name, External Contact Email, and External Contact Phone will be displayed. This allows you to view all important information required for managing externally delivered bookings.

III. Manage Manual Line Items

In Simple View, you can add and view only manual line items. Line items linked to services remain in the background and appear if you switch back to Normal View.  

IV. Purchase Method 

The Purchase Method dropdown is now displayed when creating or editing manual line items in Simple View, making it easier to capture and manage details for both Purchased and Loaned items.

When you click the Purchase Method dropdown, two options appear: Purchased and Loaned.

If you select Purchased, the relevant fields will appear and populate automatically based on the line item template you select.

If you select Loaned, the corresponding fields will also appear and populate based on your chosen template, with optional fields for Loaned Organisation Name and Invoice Number.

V. Mark Line Items as "Prescribed"

You can tick the "Is Prescribed?" checkbox to mark a line item as "prescribed," making it easy to clearly identify prescribed items and ensure compliance with Support at Home documentation requirements for claims.











VI. Attach Evidence 

In the Evidence section, you can quickly add evidence such as quotes, prescriptions, and invoices using the buttons, making it easier to attach required documentation and streamline the claims process for SAH. Several file types are supported, such as JPG, PNG, and PDF, allowing you to upload various evidence formats as needed.

When you add a file, you can specify a title, the type field auto-populates, and you can link a manual line item to the evidence. This ensures all supporting evidence are clearly organized and connected to relevant items.


For more information about the Simple View for Bookings, contact the CareVision Support Team.

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