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CARE MANAGEMENT/Care Documentation

Record-keeping just got painless

All your important team and client documents online and accessible anywhere.

Try Document Management For Free
ShiftCare dashboard tracking client documents like Care and Emergency Plans with expiry dates and status.

Client Document Management

Eliminate client record chaos

Store care plans, agreements, and care notes securely with unlimited capacity. A visual dashboard tracks document statuses while automated reminders keep clients updated on expiring records. Export reports easily for compliance or audits.

ShiftCare interface for uploading client files, showing a diet requirements PDF with a 2025 expiry date.

Staff Document Management

Stay in the know

Organize staff contracts, certifications, and IDs in one system with automated reminders for expiring documents. Bulk upload tools simplify onboarding, and quick exports ensure you’re audit-ready.

ShiftCare interface for uploading staff files, showing a Disability IV Certificate updated 1 minute ago.

All in one place

Cut overheads

With plans uploaded in seconds, and team and client information all in one place, available anywhere, you’ll save hours of admin time a month.

ShiftCare app view of a client profile showing accessible Asthma and Support & Respite Plan documents.

Automated reminders

Don’t miss a thing

Set up automated email notifications to remind clients or caregivers when important documents are about to expire, to ensure you and your team stay compliant.

ShiftCare mobile notification alert for a caregiver showing a care plan document expiring in two weeks.

Stay compliant

We’ve got your back

With reminders helping keep your agency and your back office on top of the latest regulatory requirements and document validity, we help make audits less stressful.

ShiftCare dashboard tracking expired staff documents like First Aid and Police Checks with status alerts.

HIPAA compliant

Ensure security

All sensitive information is securely stored, giving agencies peace of mind that their information is safe and compliant with HIPAA regulations.
HIPAA compliant logo used on ShiftCare platform.

Any questions ?

What kind of documents can I upload to ShiftCare?

You can upload the below documents with their expiry days.

  • Staff: e.g. working with children check, first aid etc.
    Staff can view their own documents from the ShiftCare app. This will enable them to keep track of their certifications.

  • Clients: e.g. Behaviour plan, Daily routine, epilepsy plan etc.
    Carer and support workers can view their client’s documents before their shift starts.

  • Organisations: e.g. Policies etc.
    You can give staff access to organisational documents if you wish. 

Which formats can I use to upload documents to ShiftCare?

ShiftCare support a wide array of document types. This means you can bring all your clients email communication into ShiftCare, and everything is stored in one place. New file types include: 

  • Word

  • Excel

  • Pdf

  • Txt

  • Msg (Outlook emails)

  • Emails

Can I set Documents expiry date?

Automated reminders can be set-up to be applied to:

  • Documents nearing expiration

  • Expired documents

  • Overdue Invoices

Note: Reminders will only be applicable to documents with an expiration date.

Why caregivers and client’s documents management are important?

Keeping client documents up-to-date is an integral part of maintaining efficiency for clients, as the caregiver can view these documents during shifts to ensure that all activities are completed and clients are looked after in accordance with their individual requirements.

Home Care Software

Designed for Home Care Agencies just like yours.

Shift scheduling made easy, streamlined caregiver communication and improved care documentation. Discover the difference ShiftCare can make to your agency.

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