CareVision Streamlines Funding Exports with Easy Outlet ID Updates

CareVision Streamlines Funding Exports with Easy Outlet ID Updates.

Accurate financial operations are critical in aged care, where compliance and precision directly impact both providers and clients. CareVision makes this process seamless by enabling providers to easily update Outlet IDs within its platform, ensuring funding exports remain reliable and compliant.

An Outlet ID is a unique code that links transactions to a specific outlet location. Regular updates help maintain data integrity across funding sources and client records. With CareVision, updating Outlet IDs is a straightforward process that strengthens financial reporting accuracy.

Updating Outlet IDs in CareVision:

Navigate to Settings in the left-hand menu.
Select Funding Sources.
Choose the relevant funding source from the Funding Source Templates list.
Enter the new value in the Outlet Activity ID field.
Click Save to confirm your changes.
Contact the CareVision Support Team to ensure the new values are pushed down to the client level.

By keeping Outlet IDs current, providers can maintain smooth financial operations while reducing the risk of errors in funding exports. For further assistance or information about managing Outlet IDs, please reach out to the CareVision Support Team at carevision.com.

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