Frequently Asked Questions
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 ...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: 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: I have just reset my password on Sandbox. Why is not working anymore?
There may be situations where you had reset you password directly on Sandbox recently but it is no longer working. This is due to system re-sync from Production. CareVision re-syncs the data in the Production environment to Sandbox periodically, ...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 ...Action Board: Notifications
Overview Unlike all the other Action Boards in the Actions section, Notifications Action Board only shows customised notification feed for the current user rather than all notifications to everyone. This is because notifications are highly ...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 ...Configuration Workbook
What is the workbook The CareVision Workbook is a shared resource used to collect and document all of the data elements required to configure the CareVision system. While technology continues to advance we have found that collecting this data in a ...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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