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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 note headings
Create a standard template for case notes. Add headings as prompts to complete progress, feedback, incident and enquiry 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
How to add prices for services provided to participants
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