Leads and Onboarding
How to Intake HACC Clients
This topic describes how to set up and manage HACC client profiles, including the required fields for personal details. Completing all relevant data supports accurate reporting and streamlines future billing and claiming processes. Keywords: hacc ...People
In CareVision, People refers to users who interact with or have access to the CareVision portal or CareVision Plus mobile app. In the portal, the People section in the left navigation organizes users into several categories: Clients, Teams, ...Converting Clients from Leads to Active
Managing the transition from lead to active client helps your organisation track and convert potential individuals into engaged clients who can benefit from your services. Leads are prospective clients who may come to your organisation through ...Client Status and Stages
In CareVision, Client Status indicates the current phase of a client’s journey with your organisation, from initial contact through active service and subsequent exit. Keeping client status up to date is important for ensuring that records reflect ...Clients
The specific definition and role of a client can differ across industries and systems. In care sector, a client is an individual or entity that receives services, support, or care from an organisation. This document provides a definition of client as ...Complete Client Exit
What it means for Clients to be "Exit Initiated", "Exit Processing", and "Exit Completed" In contrast to the Commence Exit Process article, this article highlights frequently asked questions regarding each of the Client Status pertaining to ...How to create a client
When do you add a client A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision ...Notifications for Lead Management and Client Onboarding
Lead to Onboarding Workflow Organisations regularly receive new client leads and it is important that the proper team is notified at the appropriate stage of the lead nurture and client onboarding process so they can follow up on and complete the ...Onboarding Checklist - CHSP Clients
Onboarding Checklist - CHSP ClientsOnboarding Checklist - NDIS Clients
Onboarding Checklist - NDIS ClientsOnboarding Checklist - HCP
Onboarding Checklist - HCP
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