Within ShiftCare, you can cancel shifts as long as they have not been (timesheet) approved or invoiced. Further, when a shift is cancelled you can choose whether you want to cancel the shift and charge the client, or cancel the shift and not charge the client. These workflows, along with rebooking a cancelled shift, are explained in this article. We cover:
Cancelling a shift
If you need to cancel a shift in the scheduler, click the shift to display the details. Now click More Options. Click Cancel to cancel the shift.
A window will prompt you to choose to cancel the reason. There are 2 options:
You will be provided with 2 options:
Cancelled by client - used when charging the client - this also means the staff member is paid. Generally useful when enough notice period was given.
Cancelled by us, without charge - for use when the client is not charged, the staff member will not be paid. Generally used for last minute or late notice cancellations.
Let's discuss each option in further details:
Cancelled by us, without charge
the client will not be billed for this.
the staff member will not be paid for this.
the app will show the shift as being cancelled.
On Scheduler, Cancelled by us, without charge, will be shown in orange with the shift type crossed out.
Cancelled by client
the client will be billed for this.
the staff member will be paid for this.
on the app, if all clients on the shift are cancelled, the app will show the shift as cancelled. If there is one or more clients not cancelled the app will list the shift as booked (or pending if there is an issue with the shift).
On Scheduler, the cancelled shift will be displayed with a yellow background. Shift history will capture the reason provided.
Click Confirm when done.
Before you can complete the cancellation, you are required to provide a cancel reason.
Cancel reason - NDIS cancellation reason
The selection here will feed through to the NDIS bulk claim file for submission to the PRODA portal.
If you do not provide NDIS services please provide a reason regardless.
The options to select are:
No show due to health reasons
No show due to family issues
No show due to unavailability of transport
General cancel reason
Providing additional information is useful for 2 reasons - keeping history for office use as well as providing info to staff who were assigned to this shift.
The shift history will display the reason provided.
Notify carer (staff)
Notify option will send the staff member assigned an email and an in-app notification of the cancellation. In the app, shift will have following states
Cancelled when Cancelled by us, without charge
Cancelled when Cancelled by client and it was one-on-one shift
Cancelled when Cancelled by client and it was group shift but all clients are cancelled
Booked when Cancelled by client and it was a group shift with some clients still attending
Rebook a shift - one-off
Cancelled shifts can be re-booked. To rebook a shift, simply follow the same process as above. Click More options and now click Rebook instead.
If the shift is cancelled by client, the Rebook button will also appear next to the client's name. Click the Rebook button.