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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