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

Paul Slater

Andrew

Jas King

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

Generate monthly activity statements for Support at Home clients to summarise services and ensure regulatory compliance.

Support at Home (SaH): Monthly Client Activity Statements

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

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.