- CARE MANAGEMENT
- /
- Document Management
Record-keeping just got painless
All your important team and client documents online and accessible anywhere.
Client Document Management
Eliminate client record chaos
Store care plans, agreements, and progress 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.
Staff Document Management
Stay in the know
Organise 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.
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.
Automated reminders
Don’t miss a thing
Setup automated email notifications to remind clients or staff when important documents are about to expire, to ensure you and your team stay compliant.
Stay compliant
We’ve got your back
With reminders helping keep you and your team on top of the latest regulatory requirements and document validity, we’ help make audits less stressful.
Any questions ?
Why staff and client’s documents management are important?
Keeping client documents up-to-date is an integral part of maintaining efficiency for clients, as the carer can view these documents during shifts to ensure that all activities are completed and clients are looked after in accordance to their individual requirements.
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.
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.
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
Discover the difference ShiftCare can make to your business
Allied Health
Access all you need to more effectively manage the delivery of quality patient care.
Support Coordination
Help families access the best possible care, and keep billing simple for them.
