Funds, budgets and forecasting. Sorted.

Now you can be sure your service delivery is always on track, and on budget.

Track spending

Stay in the know

Stay up to date with client plans by tracking spending in real-time. You can review forecasts at any time and make adjustments to future services based on current spending. You’ll also be alerted as soon as a clients’ fund runs out, giving you time to find a solution without running up unbillable hours.

Financial management system interface screen

Reports

See everything at a glance

View and download reports that consolidate all necessary information in one, easily accessible location. Monitor funds depletion, compare spending against budgets, and make informed decisions with everything displayed in a single view.

Track multiple funds

Track spending across funds

When a client has funds from multiple sources (such as the NDIS and a Home Care Package), you can easily track your spending for each type

Forecasting

Plan for what’s ahead

You can access a forecast at any time and make adjustments to future services based on current spending.

Any questions ?

What is Fund Management?

Funds management is the management of the cashflow of a client. This will help providers to plan services for the clients and forecast the availability of funds. ShiftCare provides regular reports and identified overspend or underspend of funds.

How Fund Management feature in ShiftCare is important for Support coordinators and Plan managers?

Plan manager should provide regular reports and statements of funds to participant directly. With the help of ShiftCare, a plan manager identifies overspend or underspend, and can advise participant with their funds status on the regular basis.

A Support Coordinator supports participants to understand and implement the funded supports in the plan and link participant to community, mainstream and other government services. With ShiftCare, support coordinator can not only keep the track of booked services but also invoice participants for their services.

Discover the difference ShiftCare can make to your business

Domiciliary Care

Manage home care visits, care notes, and EMAR in one place.
Aged Care

Simplifying the planning, delivery and invoicing of aged care services.
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.
Self-Managed Participants

Give private clients clear invoices and personalised care plans.