ShiftCare

Steps to print out the participant client schedule or calendar

Print client calendar

How to add, view and give permission to access private notes

Private Notes on Shifts or Client Communications

How to add information to a client's profile that is visible to staff through their mobile app

Public Information

Segment clients into prospects, active and non-active

Client Statuses

Option for adding notes which are not shared with staff or carers or care workers assigned to the client

Private notes for client

How to add a client and what information to populate for that participant

Add client

Archive/unarchive Client

How to print, share, download, add, and edit progress notes, messages, and communication history.

Client progress notes, communications and events - read, print, share, email

Sharing care or progress notes allow carers to view & share notes with others visiting the same client via the app

Share Care Notes among Carers

This article will show you how to change the default price allocated to a client.

Add default price book to the client

Filter clients

Client goals can be added along with strategies to reach them so workers can score progress on the strategies

Add client's goals and strategies to reach the goals

You can update support category or price book for a particular shift through client billing report.

Update price books from client billing report

Clients can have documents uploaded to their profiles. Set whether staff can access these documents and their expiry dates

Uploading client documents and setting expiry dates as well as staff access to documents

Billing report

This feature helps provider to plan services for the clients and forecast the availability of funds.

Adding Client's Funds in Shiftcare

Funds management

Attaching team to clients

Learn how to edit client's family member's

Update connect customer Email

Invite connect customer

Edit Connect Customer

Unlink Connect Customer

View Client Assigned to Shift

Ian Deshays

Manage client plans, goals, progress notes and NDIS claims - all in one place.

Clients

Need more help? Email us at support@shiftcare.com

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Track the progress of all tickets related to your company

Tickets portal

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