Online Portal User Guide
Downloading the Careview Advantage App
Download the ‘Careview Advantage’ mobile app from the Google Play Store for Android devices or the App Store for iOS devices.
Logging In for the 1st Time
Our team will need to give you access to login to the app. You will receive an email with you Username (which is the NDIS Number) as well as your password. You can use these login details to set a 4-digit PIN, which you use to log into the app, following the instructions under ‘Setting Your Pin’.
IMPORTANT: Please ensure if prompted that you give the app the required permissions as detailed below otherwise you will not be able to register your account.
Device Permissions
Careview Advantage needs access to your device for the following reasons:
To store your 4-digit PIN, which you set the first time that you log in.
To receive notifications if your Plan Manager is using the invoice feature. You will need to allow this access in order to Approve and Reject Invoices
Please Note: Careview Advantage does not access or manage the calls you make from your Phone.
The Invoice feature also enables you to enter a decline reason using speech-to-text. You can decline this request if you do not wish to use speech-to-text.
Setting Your PIN
Tap to open the Careview Advantage App on your phone
From the ‘Please Sign In’ screen, enter your NDIS Number, enter the Password provided in the email and tap on the ‘Set PIN’ button.
Click on the reveal password button to check before tapping on ‘Set PIN’
From the ‘Please enter your PIN’ screen, please enter a 4-Digit PIN of your choice twice to confirm and tap on the Save button. Click on the Reveal PIN button to check before tapping on ‘Save’
You will be automatically logged into the Careview Advantage App
Click on the reveal PIN button to check before tapping on ‘Save’
You will be automatically logged into the Careview Advantage App
If you register the same account on another device you must use the same PIN number.
Notifications
If you wish to receive notifications, please tap to select ‘Allow’ when prompted.
Register Multiple Users
You can register multiple accounts, such as if you have different children that have NDIS funding that is being managed by Cumberland.
Tap to open the Careview Advantage App on your phone
From the Home Screen, tap on ‘Register new client’ link at the bottom of the screen
Follow the steps covered under ‘Setting Your PIN’ (to set the 4-digit PIN for the account)
You will then see a new account added to the Home Screen.
PIN Reset
If you forget your PIN, please follow these steps to reset:
Tap ‘Forgot PIN’
Enter your NDIS number and password
Tap ‘Set PIN’ button
Enter your new 4-digit PIN and then re-enter to confirm
Tap ‘Save’ button
Use the password provided to you in the Welcome Email. If you no longer have access to the password, please either press ‘Forgot Password’ or contact Cumberland Care and ask us to reset your password.
Navigating Careview Advantage
Once you have logged into Careview Advantage the overview of your plan will display.
To view the exact breakdown of your category funding use the ‘Plan Budget’ tab.
To view the Services within your plan use the ‘Services’ tab.
If required you can also view an overview of monthly funding by selecting the ‘Summary’ tab
The Services Hours Delivered displayed for a month is the combined quantity among all delivered services (invoice lines) that are part of invoices which were created during that month and have been extracted / claimed.
Invoices
If you request for invoices to be sent to you for approval before being processed, you can use the Careview Advantage App for invoicing viewing and approval. You can use the ‘Invoices’ page to view past or pending invoices for approval.
On the ‘Pending’ tab of the ‘Invoices’ page, a list of invoices will be shown which are able to be approved.
On the ‘Approved’ tab of the ‘Invoices’ page, a list of invoices will be shown which have been previously approved and have an invoice date within the month shown at the top of the page. You can change which month is shown, using the arrows on each side.
On the ‘Declined’ tab of the ‘Invoices’ page, a list of invoices will be shown which you have previously declined.
Approving, Viewing or Declining Invoices
On the ‘Invoices’ > ‘Pending’ page, press the ‘Pending Approval’ button.
On the ‘Pending’ tab of the ‘Invoices’ page, a list of invoices will be shown which are able to be approved.
You will have the option to ‘Approve’, ‘View’ or ‘Decline’ an invoice.
Where no invoice attachment is available for the invoice, the ‘View’ button will be unavailable.
If you press ‘Decline’, you will be prompted to provide a reason for declining the invoice.
