General Configurations
Public Holidays in Scheduling Page
This setting will simply remove the visibility of Public Holidays being shown on the Teams Schedule Board. This can be configured through: Settings > General Config > Public Holidays in Scheduling. Let's illustrate this with an example using Anzac ...
Organisation Public Holdays & Suspend Careplans on Public Holiday
Organisation Public Holidays This setting allows the organisation to select the time category that adheres to public holiday rules. This functionality grants users the flexibility to designate periods as public holidays according to their preferences ...
Autoschedule Preferences
This option allows administrators to use the Autoschedule button on the Scheduling page, to automatically and strictly allocate bookings that only have Preferred Staff assigned. Settings > General Config > Autoschedule Preference "Skip Skills and ...
Goals, Conditions and Treatment Settings Toggle
The system allows administrators to view or hide Goals, Conditions, and Treatment Plans on a Field Staff view when they are looking at Client details from their Mobile App. When switched on, field staff can access this information, and when switched ...
Unanswered Fields in Forms
This toggle will allow administrators to decide what will display in Form format printouts if a client or staff did not select or answer any Form fields. Settings > General Configuration > Unanswered fields in Forms "No Answer" Display as Blank
Enable Linking of Funding Sources and Regions
The same functionality and logic as Funding Source and Department Linking, but instead of Departments, we use Regions Reference Codes. Settings > General Configuration > List of Regions - Open or create any Region Enable Linking of Funding Sources ...
Billing Options
Overview Giving you control over your organisations' configurations relating to Billing Contacts. Billing Contacts allow you to send client invoices and statements to different people, and will default to the client main details if you do not specify ...
Contract Hours Pay Settings
For your permanent and part time staff members it can be challenging to manage their minimum contract hours and ensure their leave is taken and paid out at the appropriate times. CareVision introduced some settings that allow you to choose your ...
Communications Module - How it works
Overview There is a Communications module in CareVision that gathers and keeps inbound and outbound communications between care organisation staff and clients. This module is accessible in 3 different places. On Client Profile and Staff Profile, you ...
Feature Overview: Cancellation Reasons
Overview When working with the Consumer Directed Care industry, some clients will inevitably decide to cancel or postpone their bookings due to a crisis, an emergency or personal matters. And there are times this will affect your internal workflow ...
Funding Rules Explained
Background Funding Sources in CareVision and for each Client CareVision allows your organisation to setup preconfigured templates containing fees, services and billing categories that relate to a particular funding type. Configuring Funding Source ...
Media Categories
What are Media Categories? A Media Category may represent a type of content you publish. It may differentiate team updates for your staff and community updates for you clients. They serve two purposes: To organize your content such as articles & ...
What does the 'Auto Generate Customer Service Tasks for Booking Changes' do?
Overview Sudden changes to the publishing of the shifts can create trouble for the organisation and its customers especially if the clients are not informed ahead of time regarding these. In order to prevent that, automatic generation of customer ...
Task Types and Task Categories
What are Task Types? Task types are customizable items that you can create to request for and manage tasks that are not included in the list of service offerings. In creating these task types, it is helpful to assess how your teams use the tasks ...
Task Types and How To Use Them
When to Use Task Types Task types are used to create, track and manage tasks that you want to request outside of the existing list of service offerings that can be booked. These tasks are separate items like: A reminder to call a client A task that ...
What is Leave Eligibility and what happens when I turn it on?
What is Leave Eligibility? This setting, if turned on, checks if the staff who wants to apply for leave is entitled or allowed to have a specific type leave or not and only displays to them the types of leave they are eligible for. Why is this ...
Setting Staff Acceptance Required for Bookings Published to Them
What is this setting? The staff acceptance of booking setting is found in the General Configurations and allows an organisations to set a rule that then requires their field carer professionals to accept or reject all bookings that are assigned to ...