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Accessing Client Information via ShiftCare App
Accessing Client Information via ShiftCare App

Help care-workers or staff access client care plans, goals or other information via ShiftCare app

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

You can share care plan documents, goals and client related information with your care-workers instantly via ShiftCare app. A staff member must be rostered with a client to be able to see the client information.

In this article we cover:

Accessing the shift details

Staff and carers will be able to see this information when they are rostered on a shift for a given client. Via the ShiftCare app, simply click on shift:

This will direct them to the shift information page on their app. Here, click the client's name on the shift information page. This will take them to the client's detailed information.

If a shift has multiple clients, click the arrow next to the client's name to check the information:

This will open up the client's profile, where staff will see three tabs: Detail, Documents & Goal.

Details - public client information

Any client-related information that you wish to be available for the care team is displayed here under the Detail tab.

πŸ›‘ Client contact and demographic details are not visible via the app due to privacy reasons. To share these details, they should be entered into the Public Information by the admin team via the scheduler

Adding public client information

As an Admin, you can use Clients Public Information to provide relevant information to your staff. This way, you can choose the information that you want to make public, e.g. phone number, allergy, email, etc. - learn more


Under the documents tab, it will show all client-related documents, e.g., care plans, assessments, etc.

πŸ‘€ You should set Staff visibility to Yes for documents to be listed here - learn more

Staff can click on the arrow to view the file contents.


Any goal strategies setup for a client will be visible in this section, along with the latest ratings.

Learn more about goals here:

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