Clients

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

Gaurav Cheema avatar Andras Helyes avatar Ian Deshays avatar +2
20 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 2 others

Private notes for client

Option for adding notes which are not shared with staff or carers or care workers assigned to the client
Ian Deshays avatar
Written by Ian Deshays
Updated this week

Add client

How to add a client and what information to populate for that participant
Andras Helyes avatar
Written by Andras Helyes
Updated this week

Archive/unarchive Client

Andras Helyes avatar
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
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Share care notes among carers

Sharing care or progress notes allow carers to view & share notes with others visiting the same client via the app
Ian Deshays avatar
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
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Filter clients

Gaurav Cheema avatar
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
Gaurav Cheema avatar
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.
Andras Helyes avatar
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
Andras Helyes avatar
Written by Andras Helyes
Updated this week

Billing report

Gaurav Cheema avatar
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.
Gaurav Cheema avatar
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
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Attaching team to clients

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Update connect customer Email

Learn how to edit client's family member's
Gaurav Cheema avatar
Written by Gaurav Cheema
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.
Cécile Caminade avatar
Written by Cécile Caminade
Updated over a week ago

Invite connect customer

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Edit Connect Customer

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Unlink Connect Customer

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Provider Travel and Participant Transport

How to assign provider travel (labour & non-labour) to a shift. Use the Price Book copy to create a travel or transport labour component
Andrew Lee avatar
Written by Andrew Lee
Updated this week