Note: This feature is only available on the Premium plan.
To help you manage clients through their entire lifecycle in ShiftCare, you can mark a client as being in one of these stages:
Referral
Prospect
Waitlist
Active
Inactive
Lost
Hospitalised (Start and End Dates required)
Deceased (Date of Passing required)
The status of a client in ShiftCare allows you to manage where a client can be viewed. In particular, you can now add prospective clients to ShiftCare without overwhelming your Scheduler view.
So, how does a client's status impact where they can be viewed?
Client List View
You can view all your clients, regardless of their status, in the Clients > List page.
To help you focus on clients in specific stages, the directory can be filtered to show only clients with a specific status (or all clients at once). This can be done through the client status dropdown menu.
The Client List also clearly labels the status of each client, so it's clear which category of clients you are looking at.
By default, the Client List is filtered to show only active clients.
Scheduler
To help keep the Scheduler neat and organised, only active clients will appear in the client view. When you create a shift from the Scheduler, you can only choose clients who are labelled active.
This does not mean you can't book shifts for clients in a different status.
Booking Shifts for Clients not Marked Active
For clients who are not marked as active, shifts can still be booked through their Details page. Click the blue 'Manage' button in the upper right corner, and select 'Add shift'.
If a staff member is included on a shift booked for a client, the shift will appear on that staff member's row in the Scheduler Staff View. This way, the Scheduler still provides you with a full overview of shifts from a staff member's perspective.
When assigning a deceased client to a shift using this method, a warning will appear. This is a soft alert designed to prevent accidental bookings, but you can still save and create the shift if necessary.
Updating a Client's Status
A client's status can easily be updated from their Details page. Click the status dropdown menu in the upper right corner and select the correct label.
For NA accounts, the Client Status dropdown can be found in the Demographic Detail section.
For further assistance with Client Statuses, please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.