Account

Edit & update account settings. Review and maintain account logistics.

13 articles in this collection
Written by Ian Deshays and Andrew

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 over a week ago

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 Ian Deshays
Updated over a week ago

Change account owner

A guide on how to change the owner of a ShiftCare account.

Written by Ian Deshays
Updated over a week ago

Prices

What are the differences between Prices and Pay Items?

Here we take a look at the differences between Prices and Pay Items

Written by Andrew
Updated over a week ago

Import NDIS Price Guide

NDIS providers can import NDIA's pricing arrangement, 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 Ian Deshays
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 Ian Deshays
Updated over a week ago

Setting up reminders

Client shift reminder via SMS

Setup up recurring reminder for client to notify them of upcoming shift via SMS

Written by Ian Deshays
Updated over a week ago

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 Ian Deshays
Updated over a week ago

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 Ian Deshays
Updated over a week ago