I like the dashboards, especially for financials and payments, and being able to email invoices directly to plan managers from ShiftCare. The built-in price book makes invoicing easy and helps us get accurate amounts; it also updates when the NDIS price guide changes. I like that I can roster staff and clients, add progress notes and report incidents, and that ShiftCare flags possible incidents in red before I read the case notes. It scans the notes, which streamlines the process and saves me time. Exporting case notes is easy, and ShiftCare has pretty much all the functions we need to run our business. It also keeps client records in one place, and its Xero integration helps us with timesheets and payroll. Setup was very easy. I found the guidelines, help, check-ins, webinar invitations and YouTube videos helpful, and I use the ShiftCare AI agent, Carrie, daily when I need support or don’t understand something. ShiftCare has really helped us streamline our business, and so far we’re very happy with it. Review collected by and hosted on G2.com.
I’m still finding form building a bit touch and go. I haven’t been able to get forms working properly or build in risk assessments, so we have to upload documents from OneDrive instead. I may need to ask ShiftCare for help or have someone walk us through it. Review collected by and hosted on G2.com.
