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Manage client plans, goals, progress notes and NDIS claims - all in one place.
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22 articles in this collection
Written by
Gaurav Cheema,
Andras Helyes,
Ian Deshays
and 1 other
Cancel shift due to client absent
How to cancel a shift with reason client absent. Carer will still get paid for a late cancellation.
Written by
Cécile Caminade
Updated over a week ago
Add client
Written by
Andras Helyes
Updated over a week ago
Archive/unarchive Client
Written by
Andras Helyes
Updated over a week ago
Client progress notes, communications and events
All client events including shift progress notes, communications and messages can be found under Communications menu
Written by
Gaurav Cheema
Updated over a week ago
Share care notes among carers
Sharing care notes allow carers to view & share notes with others visiting same client
Written by
Ian Deshays
Updated over a week ago
Add default price book to the client
This article will show you how to change the default price that is allocated to a client & how this can be changed on a shift-by-shift basis
Written by
Ian Deshays
Updated over a week ago
Filter clients
Written by
Gaurav Cheema
Updated over a week ago
Add client's goals and strategies to reach the goals
Client goals can be added along with strategies to reach them so workers can score progress on the strategies
Written by
Gaurav Cheema
Updated over a week ago
Update price books from client billing report
You can update support category or price book for a particular shift through client billing report.
Written by
Andras Helyes
Updated over a week ago
Uploading client documents and setting expiry dates as well as staff access to documents
Clients can have documents uploaded to their profiles. Set whether staff can access these documents and their expiry dates
Written by
Andras Helyes
Updated over a week ago
Billing report
Written by
Gaurav Cheema
Updated over a week ago
Hours management
This feature will help service providers to plan services for the clients and forecast availability of hours.
Written by
Gaurav Cheema
Updated over a week ago
Funds management
This feature helps provider to plan services for the clients and forecast the availability of funds. Adding Client's Funds in Shiftcare
Written by
Andras Helyes
Updated over a week ago
Adjust client's attendance while scheduling recurring shifts
Deprecated
Written by
Gaurav Cheema
Updated over a week ago
Adjust client attendance at shift level
Deprecated
Written by
Gaurav Cheema
Updated over a week ago
Attaching team to clients
Written by
Gaurav Cheema
Updated over a week ago
Update connect customer Email
Learn how to edit client's family member's
Written by
Gaurav Cheema
Updated over a week ago
Provider travel and participant transport
NDIS claim for travel and transport costs. What reference number to use. Add support item code Km to price books. 2020 Update.
Written by
Cécile Caminade
Updated over a week ago
NDIS Support item number in price books
NDIS support item number location. price book reference number and format. edit price book name to display support code. Invoice display.
Written by
Cécile Caminade
Updated over a week ago
Invite connect customer
Written by
Gaurav Cheema
Updated over a week ago
Edit Connect Customer
Written by
Andras Helyes
Updated over a week ago
Unlink Connect Customer
Written by
Gaurav Cheema
Updated over a week ago