Topics covered in this guide are:
Next guide:
Onboarding - Session 2 Guide: Rostering and SCHADs.
Key topics
1. Staff profiles and management
Staff can be added manually or bulk upload (see pro tip below).
Review any tick boxes and the function they serve.
Staff can be archived and restored.
ShiftCare invites to carers can be resent.
Teams
Staff can be grouped for easier roster filtering.
You can associate teams to a client.
Staff Roles
Setup reminders for expiring documentation including reminder text.
First reminder to add documents.
Second ~5 days prior to document upload deadline.
Third (and potentially final) after the document upload deadline has passed.
Compliance documentation can be viewed in reports for easier tracking.
Other information:
Pro tip:
Staff can be imported via .csv files. See template below:
2. Client profiles and management
Client's Billing Contact - this contact is key as this contact would indicate the billing contact.
Client type:
Select the relevant client type.
Teams:
Select the appropriate team for the client.
Ensure to go over our Client Tick Boxes and what they cover by hovering on the information icon.
Additional Information / Public Information
Helpful when adding in key notes for a customer e.g. allergies/medication.
Custom fields can be added for the public information section via the Account Settings.
Custom headings and Note types:
Document upload including the respective category.
Staff visibility is something to consider with respect to the document.
Set an expiration for the document as needed. (Useful if service agreements are applicable for the client).
Helpful for future planning / invoicing with respect to funding availability.
A challenge is identifying the funds the client has access to.
Not useful if there is a lack of insight on client funds.
Funds could be added once a new service agreement is added.
Pro tips:
Clients can be imported via .csv files. See template below:
3. Price Books
Check if customers provide NDIS services.
If yes - Import NDIS Price Guide
Import the specific price books for the services they provide.
Search for the respective services with relation to the price books and add them all.
For a new account, remove any demo price books.
For any custom client pricing - Create custom Client pricing
Next steps for your onboarding:
These are key steps prior to onboarding session 2:
Client and Staff upload / creation (including any documentation and custom information).
Add all Price Books (including custom).
In the next session we will cover Rostering.