Clients

Manage client plans, goals, progress notes and NDIS claims - all in one place.

23 articles in this collection
Written by Ian Deshays and Andrew

Public Information

How to add information to a client's profile that is visible to staff through their mobile app

Written by Ian Deshays
Updated over a week ago

Private Notes

How to add, view and give permission to access private notes

Written by Ian Deshays
Updated over a week ago

Print client calendar

Steps to print out the participant client schedule or calendar

Written by Ian Deshays
Updated over a week ago

Client Statuses

Segment clients into prospects, active and non-active

Written by Ian Deshays
Updated over a week ago

Private notes for client

Option for adding notes which are not shared with staff or carers or care workers assigned to the client

Written by Ian Deshays
Updated over a week ago

Add client

How to add a client and what information to populate for that participant

Written by Ian Deshays
Updated over a week ago

Archive/unarchive Client

Written by Ian Deshays
Updated over a week ago

Client progress notes, communications and events - read, print, share, email

How to print, share, download, add, and edit progress notes, messages, and communication history.

Written by Ian Deshays
Updated over a week ago

Share Care Notes among Carers

Sharing care or progress notes allow carers to view & share notes with others visiting the same client via the app

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 allocated to a client.

Written by Ian Deshays
Updated over a week ago

Filter clients

Written by Ian Deshays
Updated over a week ago

Add client's goals and strategies to reach the goals

Client goals can be added along with strategies to reach them so workers can score progress on the strategies

Written by Ian Deshays
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.

Written by Ian Deshays
Updated over a week ago

Uploading client documents and setting expiry dates as well as staff access to documents

Clients can have documents uploaded to their profiles. Set whether staff can access these documents and their expiry dates

Written by Ian Deshays
Updated over a week ago

Billing report

Written by Ian Deshays
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

Written by Ian Deshays
Updated over a week ago

Attaching team to clients

Written by Ian Deshays
Updated over a week ago

Update connect customer Email

Learn how to edit client's family member's

Written by Ian Deshays
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.

Written by Ian Deshays
Updated over a week ago

Invite connect customer

Written by Ian Deshays
Updated over a week ago

Edit Connect Customer

Written by Ian Deshays
Updated over a week ago

Unlink Connect Customer

Written by Ian Deshays
Updated over a week ago

Provider Travel and Participant Transport

How to assign provider travel (labour & non-labour) to a shift. Use the Price Book copy to create a travel or transport labour component

Written by Andrew
Updated over a week ago