Clients

Manage client Plans, Packages and NDIS claims whilst scheduling rosters and communications between clients and carers.

Gaurav Cheema avatar Andras Helyes avatar Ian Deshays avatar +1
23 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 1 other

Cancel shift due to client absent

How to cancel a shift with reason client absent. Carer will still get paid for a late cancellation.
Alexander Clare avatar
Written by Alexander Clare
Updated over a week ago

Add client

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Archive/unarchive Client

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Client progress notes, communications and events

All client events including shift progress notes, communications and messages can be found under Communications menu
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Share care notes among carers

Sharing care notes allow carers to view & share notes with others visiting same client
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Add default price book to the client

This article will show you how to change the default price that is allocated to a client & how this can be changed on a shift-by-shift basis
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Filter clients

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Add client's goals

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Update price books from client billing report

You can update support category or price book for a particular shift through client billing report.
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Uploading client documents and setting expiry dates

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Billing report

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Hours management

This feature will help service providers to plan services for the clients and forecast availability of hours.
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Funds management

This feature helps provider to plan services for the clients and forecast the availability of funds. Adding Client's Funds in Shiftcare
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Adjust client's attendance while scheduling recurring shifts

Deprecated
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Adjust client attendance at shift level

Deprecated
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Attaching team to clients

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Update connect customer Email

Learn how to edit client's family member's
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Split client ratios in a schedule

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Provider travel and participant transport

NDIS claim for travel and transport costs. What reference number to use. Add support item code Km to price books. 2020 Update.
Alexander Clare avatar
Written by Alexander Clare
Updated over a week ago

NDIS Support item number in price books

NDIS support item number location. price book reference number and format. edit price book name to display support code. Invoice display.
Alexander Clare avatar
Written by Alexander Clare
Updated over a week ago

Invite connect customer

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Edit Connect Customer

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Unlink Connect Customer

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago