To help you proactively manage client safety and compliance, ShiftCare offers the Risk Insights dashboard.
Located at the very top of a client's Risks tab, this dashboard acts as an automated safety net. It continuously cross-references the risk scores you've recorded on the client's profile against the documents you currently hold on file.
If the system detects a severe risk but sees that the required mitigation plan (like a Behaviour Support Plan) is missing or expired, it will immediately flag the gap so you can take action.
How the Dashboard Works
The Risk Insights engine reads three specific data sources on your client's profile:
Risk Scores: The 1 to 5 severity scores you assign to the various risk fields.
BMI: The client's recorded Body Mass Index.
Documents: The actual files uploaded to the client's 'Documents' tab.
When a client's score in a specific risk field reaches a high severity level (4 or 5), the system checks whether you have uploaded the appropriate document category to mitigate it. If the required document is missing, the system will instantly generate an alert on the dashboard.
The dashboard recalculates every time the page loads or when a risk card is edited, ensuring you are always looking at the most up-to-date compliance snapshot.
Understanding the Risk Buckets
When the system detects a missing document or unanswered question, it places the alert into one of three prioritised buckets based on severity:
Top Priorities (Highest severity; Act now): Appears when a risk is rated 5/5 (or the client's BMI is severely under/overweight) AND all of the required documents to manage it are missing or expired.
Emerging Risks (Trending up; Monitor before they escalate): Appears when a risk is rated 5/5, but you only have some (not all) of the required documents on file. It will also appear here if a risk is rated 4/5 and the required documents are missing.
Profile Gaps (Important information not yet captured): Appears when a risk field has been left completely blank or the client's BMI has not been recorded.
Uploading Missing Documents
For the Risk Insights dashboard to recognise that a risk has been mitigated, the required document must be uploaded to the client's profile, and its expiry date must be valid.
A document is considered "Missing" and will trigger an alert if:
You have not uploaded a file under that specific category.
The document has passed its Expiry Date.
You uploaded the document but forgot to set an Expiry Date (and did not tick 'No Expiration').
To upload the necessary documents, navigate to Client > List > Client Name > Documents.
Click 'Upload Files' and make sure to select the correct document category from the dropdown menu.
Please read this guide for more in-depth instructions.
If a document is flagged as "Expiring Soon" (e.g., expiring within the next 90 days), the system still counts it as a valid, present document and will not trigger a missing alert.
Required Document Mapping Rules
The table below outlines which risk scores trigger an alert and which specific Document Category you must upload to the client's profile to clear the alert from your dashboard.
Field Group | Risk Field (triggers at risk score 5) | Required Documents |
Risk Areas | Risk of physical aggression to staff | Behaviour Management Plan |
Risk Areas | Risk of falls | Falls Risk Assessment AND Home Safety Checklist |
Risk Areas | Risk of wandering | Home Risk Assessment AND Individual Risk Assessment |
Risk Areas | Safeguarding issues | Individual Risk Assessment |
Risk Areas | Medication risk | Medication Plan |
Psychological | General psychological health | Psychologist Report |
Psychological | Knowledge of when to take medication | Medication Plan |
Psychological | Motivation level / Sleep quality | Psychologist Report |
Medical Support | Can take own medicine independently | Medication Plan |
Medical Support | Can feed themselves | Nutrition & Swallowing Plan AND Personal Care Plan |
Medical Support | Can wash / dress / toilet independently | Personal Care Plan |
Nutrition & Hydration | Swallowing ability | Nutrition & Swallowing Plan AND Personal Care Plan |
Sensory | Mobility status | Occupational Therapy Report AND Personal Care Plan |
Sensory | Vision / Hearing / Speech status | Sensory Report (or Speech Pathologist Report) |
Environmental | Security around windows and doors | Home Risk Assessment AND Home Safety Checklist |
Environmental | Smoke exposure (triggers with 4 or 5 score) | Home Risk Assessment |
Environmental | Domestic support requirements (triggers with 4 or 5 score) | Domestic Assistance AND Personal Care Plan |
Breathing | Difficulties breathing | RN Assessment AND Personal Care Plan |
Skin | Skin condition | RN Assessment AND Personal Care Plan |
BMI | BMI is calculated at < 18.5 or ≥ 40 | Nutrition & Swallowing Plan AND Personal Care Plan |
For further assistance with Using the Risk Insights Dashboard, please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.