Frequently Asked Questions
How to Use the “Approve & Apply External Details” Button
The Approve & Apply External Details button in the Service Review Board simplifies how you manage details for external services. This button allows you to approve multiple service items and apply the same invoice details without the need to enter the ...FAQ: What happens if a sleepover shift has the same start and end time — or no active time at all?
Question: What happens if a sleepover shift has the same start and end time — or no active time at all? Answer: The system handles both scenarios correctly: 1. Sleepover with active time before and after sleep: The leave application shows two active ...FAQ: How does leave work for sleepover shifts that include active time?
Question: How does leave work for sleepover shifts that include active time? Answer: When a sleepover shift includes active work before and/or after the sleep period, the system automatically separates these active portions and excludes the standard ...How to Create Quotes with Call-Out Distance Fee
Prerequisites Set up a Callout Fee Billing Category Set up a Callout Fee Billing Category 1. In the left navigation pane, go to Settings > Billing Categories. 2. Make sure you have a billing category with the Type set to Callout Distance. In this ...FAQ: What does the "Alert" filter mean on the Service Review Board?
Question: What does it mean when I filter for "Alert" on the Service Review Board? Some bookings show up as alerts, but they don't have any service warnings. What should I do? Answer: The "Alert" filter identifies bookings where an approved version ...FAQ: Validate button in Scheduling page, how does it work?
Overview The Validate button calculates the total working hours of a Field Care Professional based on their Pay Period. This allow administrators to see how many hours a staff member has worked and will work for a certain pay period, enabling them to ...FAQ: New Rates are coming, how to update Billing Categories?
On the left-side navigation panel, go to Settings > Billing Categories Look for the Billing Category that you need to update. Open it by clicking the Billing Category Name. Highlighted would be the Active Rates, which is what is being used by the ...FAQ: How to Install CareVision Mobile App?
Apple (iOS) Click the Apple store Search for the ‘CareVision Plus' and click ‘Install/Get’ Open the app and input your credentials Android Open ‘Playstore’ Search for ‘Care Vision Plus’ and Click the Install button Open the app and log-in using your ...Missing or Unable to Select Billing Categories on Care Plan
Things to check if there are missing or unable to Select Billing Categories when creating a Care Plan In this scenario we used a different Service, Funding Source and Billing Category. This basic troubleshooting guide is also applicable to Billing ...FAQ: How to Setup Social Groups in CareVision?
OVERVIEW Organisations that offer group programs to promote social and community participation will reap the benefits of CareVision's Social Groups module. CareVision allows the organisations to create social groups to cater to the care recipients' ...FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision?
FAQ: How to Setup Care Domain, Goals, Condition and Treatment Plans in CareVision? OVERVIEW It's important to have a conversation with your clients about their goals, what they would like to achieve, and how they would like to achieve their goals. ...FAQ: How to setup Notifications in CareVision
FAQ: How to setup Notifications in CareVision Answer: Go to https://newportal.carevision.com/ Username and Password is the same as what you use in CareVision Management Portal Click Settings Click Notifications Settings Type in the notification you ...FAQ: Adding Medicare Details on the Client's Profile
When adding the Medicare details, make sure to complete the three fields associated with it. Medicare Card ID Medicare IRN Medicare Card Expiry If one of these fields is left blank, you will receieve an error for "Invalid Input"FAQ: Can I change a Staff Member's Check-in or Check-out
Answer: The Visit Duration Line Item on Services allows you to pick how you are billing the client and paying the staff based on the time spent during a service. Although you cannot change what was already logged as check-in and check-out, you can ...FAQ: What can I do if my Field Care Staff need constant access to the client information?
Scenario 2: What can I do if I am a Field Care Staff that needs constant access to the client information? You are able to have constant access to the client information as long as your client-related security role is set as 'Active Carer' .FAQ: How to Access CareVision Sandbox Environment
Access Sandbox URL SANDBOX URL here - https://sandbox.portal.carevision.com/ Sandbox username and password is the same as the live/production one if CareVision did not execute resync. Production URL - https://webportal.carevision.com/clients Sandbox ...FAQ: Can the Site Admin manually checks in for the field care staff?
Question: Can the Site Admin manually checks in for the field care staff that forgets to check in on the CareVision application? The system does not enable the Site Administrators to check in on behalf of the field care staff, however there are other ...FAQ: How do I add in the system if the amount being billed and paid are different?
Question: I have a 6 hour service booking that has been provided. However, part of the amount will be waived as the client does not have sufficient amount in the funding; whereas the staff member will be paid for the entire shift (6 hours). How can I ...FAQ: How do I set up and manage clients that are brokered to our organisation, and where I bill another organisation who manages that client? [Broker In]
Question: What settings should I use and how should I add the funding source, billing details if my client is a HCP or NDIS client managed by another organisation but which they contract the service delivery to my organisation? Answer There are a ...FAQ: Would Field Care Staff be able to log in onto the Web portal? Can Coordinators access the Mobile App?
The Field Care Staff Members will only have access to the CareVision Plus Application Staff members with Coordinator Admin access will have access to both the CareVision Plus Application as well as the Web portal. Scenario: What should I do if I ...Recovering username or password
Overview When to reset password Password reset comes in handy when it is required. It might be requested when clients/staff forgot their password password is no longer safe and secure it's time for a regular reset to prevent constant access If you ...Project Commencement & Governance
Project Scope and Planning Once the scoping document and agreement have been signed both project managers will work to schedule in the required resources and formalise the project plan and timeline. Project Team The project team should be made up of ...Managing password resets for staff or clients as a coordinator
Overview When to reset password Password reset comes in handy when it is required. It might be requested when clients/staff forgot their password password is no longer safe and secure it's time for a regular reset to prevent constant access If people ...
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