ShiftCare

Manage clients through their entire lifecycle in ShiftCare. Learn how client statuses affect the Scheduler and how to book shifts for them.

Client Statuses

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

Public Information

Easily archive inactive clients to keep your records organised, with the option to restore them when needed.

Archive and Unarchive Clients

Filter clients

Learn how to upload client documents, set app visibility for carers, manage document categories, and track expired records.

Managing Client Documents

Review and edit shift details, assign rates and funds, and prepare for invoicing, all from the Billing Report or Shifts Breakdown page.

Client Billing Report / Shifts Breakdown

This feature helps providers plan services for their clients and forecast the availability of funds.

Funds Management

It is now possible to alert your carers with a pop-up showing Need To Know information on clock in

Client Need to Know Pop-up

Manage your facilities and view your scheduler in a "Facilities" view with this tool, designed to help with SILs and much more

Facilities

Send SMS and email messages to clients, track replies, and manage communications.

Client Communications: Send SMS and Email Messages to Clients

Create, manage, and review individualised Care Plans (with focus areas, goals, and tasks) to avoid overlaps and keep care organised.

Managing Care Plans

Use Smart Match to group client requirements into Support Needs and automatically find the most qualified carer for every shift.

Carer Client Qualification Matching (Smart Match)

Learn how to use the Client Health Dashboard to quickly spot and resolve billing, care needs, and profile health issues at a glance

Managing the Client Health Dashboard

Learn how to track client progress, view goal statistics, and export detailed Care Plan reports as PDFs or CSVs for audits and reviews.

Tracking and Exporting Care Plan Progress

Learn how the Risk Insights dashboard automatically flags missing or expired care documents based on a client's recorded risk scores.

Using the Risk Insights Dashboard

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

Clients

Learn how to enable, manage, and review medications and client medication plans to ensure safe and accurate care delivery.

Medication Management in ShiftCare

Learn how to track Webster pack and pill box medication by creating a reusable medication entry and client-specific plans.

Managing Webster Packs and Pill Boxes in ShiftCare

Learn how to use ShiftCare’s Medication Management feature to safely and efficiently manage client medications.

eMAR Medication Management

Learn how to set up and manage Support at Home clients, price books, accounts, and care management in ShiftCare.

Support at Home (SaH): Setting Up QuickClaim and Management Guide

Learn how to use our QuickClaim integration to batch, validate, and submit Support at Home claims directly to Services Australia.

Support at Home (SaH): Generating and Managing Claims + Bulk Transaction Download

Learn how to invoice Support at Home (SaH) co-contributions, understand claim status rules, and export invoices to Xero or MYOB.

Support at Home (SaH): Invoicing

Your complete guide to setting up, managing, and claiming Support at Home (SaH) services in ShiftCare.

Support at Home (SaH)

2:1 ratio invoicing. Assign double the staff to a shift and charge the participant for both of the staff

How do I put two staff on a shift and charge the client for both staff members?

Common issues and frequently asked questions to help you resolve client-related problems

Troubleshooting and FAQs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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