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Account
Edit & update account settings. Review and maintain account logistics.
+1
15 articles in this collection
Written by
Gaurav Cheema,
Andras Helyes,
Ian Deshays
and 1 other
Delivery of emails from ShiftCare
Avoid spam folders and get emails into the inbox. How to fix emails not being delivered or going to spam box by whitelisting sending details
Written by
Ian Deshays
Updated today
Customise progress note headings
Create a standard template for case notes. Add headings as prompts to complete progress notes
Written by
Ian Deshays
Updated over a week ago
Setting up check-in or Covid alert
Check-in alert can be used to remind frontline staff about covid safety
Written by
Gaurav Cheema
Updated over a week ago
Change account owner
A guide on how to change the owner of a ShiftCare account.
Written by
Cécile Caminade
Updated over a week ago
Prices
Import NDIS Price Guide
NDIS providers can import NDIA's price book, copying across the support item codes needed to submit a claim through PRODA
Written by
Ian Deshays
Updated over a week ago
Adding price books and prices
Written by
Andras Helyes
Updated over a week ago
Edit/archive price book
Written by
Ian Deshays
Updated over a week ago
Update and delete price, archive pricebook
Learn how to update and delete prices in the current price book. How to archive a pricebook.
Written by
Ian Deshays
Updated over a week ago
Export prices
Learn more on exporting all prices in csv format
Written by
Andras Helyes
Updated over a week ago
Subscription
Upgrade subscription
A guide account admin to upgrade subscription so that additional carers can be invited.
Written by
Cécile Caminade
Updated over a week ago
Upgrading your plan
Upgrading ShiftCare plan.
Written by
Gaurav Cheema
Updated over a week ago
Downgrading your subscription
This article covers how to reduce your subscription and ShiftCare licence costs as well as cancel subscription.
Written by
Andras Helyes
Updated over a week ago
Cancel ShiftCare subscription
Closing down ShiftCare account
Written by
Andras Helyes
Updated over a week ago
Setting up reminders
Reminders - expired documents and overdue invoices
ShiftCare allows you to send automated reminders about expiring client and staff documents as well as invoices
Written by
Gaurav Cheema
Updated this week
Setting up Client Document Reminders
You can set-up automatic reminders which will email clients to let them know documents are nearing or past their expiry date.
Written by
Andras Helyes
Updated over a week ago