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Clients

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
20 articles in this collection
Written by Gaurav Cheema, Andras Helyes, and Ian Deshays

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

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 in client billing report

You can update support category or price book for a particular shift through client billing report.
Gaurav Cheema avatar
Written by Gaurav Cheema
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 sheduling reoccuring shifts

Adjusting client attendance in reoccuring shifts
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Adjust client attendance at shift level

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

Split client ratios in a schedule

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

Charging transport under NDIS

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

Display NDIS price code

Ian Deshays avatar
Written by Ian Deshays
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