Account

Edit & update account settings. Review and maintain account logistics.

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14 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 1 other

Customise progress note headings

Create a standard template for case notes. Add headings as prompts to complete progress notes

Written by Ian Deshays
Updated this week

Setting up check-in or Covid alert

Check-in alert can be used to remind frontline staff about covid safety

Written by Gaurav Cheema
Updated over a week ago

Change account owner

A guide on how to change the owner of a ShiftCare account.

Written by Cécile Caminade
Updated over a week ago

Prices

Import NDIS Price Guide

NDIS providers can import NDIA's price book, copying across the support item codes needed to submit a claim through PRODA

Written by Ian Deshays
Updated over a week ago

Adding price books and prices

Written by Andras Helyes
Updated over a week ago

Edit/archive price book

Written by Ian Deshays
Updated over a week ago

Update and delete price, archive pricebook

Learn how to update and delete prices in the current price book. How to archive a pricebook.

Written by Ian Deshays
Updated over a week ago

Export prices

Learn more on exporting all prices in csv format

Written by Andras Helyes
Updated over a week ago

Subscription

Upgrade subscription

A guide account admin to upgrade subscription so that additional carers can be invited.

Written by Cécile Caminade
Updated over a week ago

Upgrading your plan

Upgrading ShiftCare plan.

Written by Gaurav Cheema
Updated over a week ago

Downgrading your subscription

This article covers how to reduce your subscription and ShiftCare licence costs as well as cancel subscription.

Written by Andras Helyes
Updated over a week ago

Cancel ShiftCare subscription

Closing down ShiftCare account

Written by Andras Helyes
Updated over a week ago

Setting up reminders

Reminders

ShiftCare allows you to send automated reminders about expiring client and staff documents as well as invoices

Written by Gaurav Cheema
Updated over a week ago

Setting up Client Document Reminders

You can set-up automatic reminders which will email clients to let them know documents are nearing or past their expiry date.

Written by Andras Helyes
Updated over a week ago