Case Management
CHSP Reporting (DEX)
Guide for setting up Care Vision for DEX reports Element Source Within CareVision Client ID Organisation Global Reference ID for Client Slk System Generated based on First Name, Last Name, Date of Birth and Gender This is generated automatically by ...
Designing Client Group Set and Client Group Structures
The client group set and client group meta data engine in CareVision allows you to easily identify clients for various business processes. Your organisation can set up any combination of meta data groups that you need for reporting, or business ...
Client Groups and Group Sets for CHSP Reporting
The Data Exchange, also known as DEX, is a program provided by the government to help manage the block funding arrangements and ensure streamlined reporting about required outcomes from funding. It is used by a wide range of programs offered by the ...
Creating Case Note Types & Adding Case Note Security
Case Note Types Managing Case Notes across the organisation is a key quality and compliance process. Case Notes and other important notes are vital in keeping track of the client's medical history, wellbeing and ensuring that a continuity of ...
Managing Lead Sources and Reporting For Lead Sources
What are Lead Sources? A Lead Sources is, in the simplest of terms, the first channel through which a lead visited your website or came to your business. It is a great way to track where you get clients from and how you got them so that over time you ...