ShiftCare

Get started with ShiftCare: learn to set up your account, manage price books, add staff and clients, and schedule your first shift!

Quick Start Guide

Getting started with ShiftCare? In this article, we’ll walk you through setting up your ShiftCare account for success.

Getting Started with your ShiftCare Account

Learn how to configure your Account > Settings page in this comprehensive guide, with links to relevant help center articles.

Account Settings Explained

Learn how to create, manage, and edit Pricebooks and Prices to streamline invoicing across programs and services.

Adding Price Books and Prices (AU)

Setting up Price Books and Prices (NA)

Learn how to create, edit, and manage client profiles in ShiftCare, including contacts, settings, and shared client details.

Adding and Managing Client Profiles

A quick guide on adding carers or office users — Admin, Coordinator, HR, Office Support, Ops, or Kiosk roles

Add a Carer or Office User to Your Account

Learn how to add new staff to ShiftCare, and ensure their profile is set up correctly

Staff Onboarding

Learn how to add a new shift to the Scheduler using the inline Quick Shift popover or the standard shift drawer.

Create a Shift in the Scheduler/Roster

Customise how your invoices appear and function by configuring tax rates, payment terms, due dates, and billing preferences.

Setting Up and Customising Your Invoice Settings

Learn how to verify shift data to prevent billing errors, generate bulk invoices, and email them directly to your clients.

Generating Invoices

Build custom digital forms using AI, templates, or from scratch. Learn how to use dynamic variables and assign forms to your team.

Creating and Assigning Custom Forms

Set up incident forms that automatically create incident tickets to streamline reporting, follow-up, and compliance for your team.

Incident Management — Forms and Tickets

Learn how to create, update, manage, and invoice tasks to track responsibilities, link tasks to clients, and improve coordination.

Task Management

ShiftCare makes it easy to create branded sales quotes, care plans, and service agreements - sent instantly when requested.

Quotes

ShiftCare's Dashboard collates real-time alerts and trends, helping you identify rostering gaps, attendance issues, and utilisation rates.

Navigating the Dashboard

Learn how to invite contacts and set access permissions for Family Portal users, allowing them to track shift activity and client information.

Managing Family Portal Access and Permissions

Manage team training with ShiftCare—track staff progress, assign NDIS & Aged Care courses, and issue badges on completion.

ShiftCare Certifications (Industry Specific Training Modules)

Deepen your understanding of the Medicaid technical ecosystem, and how tocollect Electronic Visit Verification (EVV) data with ShiftCare.

Understanding ShiftCare and the Medicaid Technical Ecosystem

Learn how to configure pay groups for managing smart pay within ShiftCare

Getting Started With Smart Pay Management in North America

Learn how to access ShiftCare support! Connect with us via chat or email and explore the Help Center, YouTube videos, and product updates.

Getting Support - AU

Getting Support - North America

Learn how to access, navigate, and manage shift requests, profiles, and updates through the ShiftCare Family Portal.

Navigating the Family Portal: Your Guide to Staying Connected

Paul Slater

Jas King

Dimas Triaji

Learn the essentials, set up your account, and start supporting clients with confidence.

Welcome to ShiftCare

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