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Account
Account
Edit & update account settings. Review and maintain account logistics.
+1
14 articles in this collection
Written by
Gaurav Cheema,
Andras Helyes,
Ian Deshays
and 1 other
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
ShiftCare allows you to send automated reminders about expiring client and staff documents as well as invoices
Written by
Gaurav Cheema
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
Andras Helyes
Updated over a week ago