Before being able to assign shifts or generate schedules, you must have staff and client data entered into ShiftCare.
- Navigate to the main menu on the left-hand side.
- Select the Clients tab.
- This will open a drop-down menu, in the menu select the tab labelled New.
Then, the below page will open up for you.
From here, you can fill in the clients demographic information into the form.
Their name is the only mandatory field, which means you can add client names and fill in the rest of their information later.
Once you hit the "update" button, you will be taken to the client detail page below.
In order to add additional details of the client, you go to each category and click on Edit/Add.
- Demographic Details
- Add Photo
- Additional Contact
- Additional Information
Mandatory information refers to the minimal data required for ShiftCare to be able to generate a new profile.
It's up to office-staff/administrator to enter any other information required by your protocol for every staff and client in your database.