Before assigning carers, areas and generating schedules for clients, you must have client data entered into ShiftCare.

Navigate to the main menu on the left-hand side. Select the Clients tab. This will open a drop-down menu, in the menu select the tab labelled New. The below page will open.

Now fill in the client's demographic information in the form. Please enter the client's name and date of birth as this is required information for the system to create the profile. If you want to protect your client's privacy, or if the information isn't required for your organisation, you can replace the birth of date with today's date. The rest of the information can be added later.

This will take you to the client's detail page as below page.

In order to add additional details of the client, you go to each category and click on Edit/Add.

Click on Edit in order to add or change information in this section.

Clicking on edit will take you to the page where you can add or change the demographic details of the client. Once you are done press Update.

You can also add your clients photo on this page. Click on the camera icon in the photo section.

That will take you to the below page. Now press Click to upload and start adding photos of the client. There is no limit to add photos.

Once you are done uploading a photo, tick the one you want to make a profile photo. And if you want to delete any photo then you can also do so at this stage by clicking on the bin icon on the photo.

Now your profile photo is added.

In order to add additional contacts to your client click on the Add button in front of the Additional contact field.

This will open the below form. Add all the relevant fields. If you click on the Primary Contact checkbox then this contact will become the primary contact. This means it will be visible on the top of the page (with the Primary contact label) among all other additional contacts.

In most cases, clients may have a primary carer (next of kin or emergency contact). If good to have that emergency contact always visible on top of the screen. This is how Primary contact is visible. You can view or edit this information as well.

When you select that a client's contact is their Billing Contact, this means they will have any invoices for the client sent to them.

Fund management is the most vital process in the organisation. The first step to managing clients' funds is to add the funds to the client detail page. In order to add funds, click on Add Fund option in the fund's section.

This will open the below form. Fill in the information. Along with funds, you can also tick on the default box to set this fund as the client's default fund. But you can choose to leave this field empty if it is not relevant to you. Click on save once all fields are filled.

You can add as many funds as you want. Click on Add Fund option on the top right of this section to add an additional line.

*please note that NDIS Number, Aged Care Recipient ID, Reference Number and PO Number will appear on invoices created for the client