Add A Shift Note

What details do I require?

Prior to adding a shift note, you need to have added the client you wish to add a shift note for - Learn How.

To add a shift note, you will need:

• The client
• The date of the shift
• The start and end times

How do I add a Shift Note?

To add a shift note, go to New Shift Note.

1. Select the client
2. Select the date of the shift
3. Select the start and end times
4. (Optional) Add any line items to the shift note
5. Add the notes for the shift
6. Press "Save Shift Note"

What are line items?

Line items are the services you performed during the shift and intend to invoice for. You can add as many line items as necessary, and when you invoice the shift note later, these line items will automatically carry over to the invoice.

How do I add a line item?

To add a line item, use the "Add line" button, or enter the information on the blank line item that appears by default.

Start by selecting the service you performed. This requires that you have added a service already - Learn How. Selecting a service will populate other line item fields, including the rate field.

The rate field will be populated with either, the custom rate you have set for this client and service, or the "National" rate for the support item number as per the NDIS Pricing Arrangements if there is no custom rate for this client/service combination.

You will need to set the quantity field to the number of hours, kms or units necessary for each line item.

The GST field will be set to "GST Free" by default, you will need to change this to "GST" if the service you performed requires it.

You will see the subtotal, gst and grand total fields populate as you add line items.

How do I remove a line item?

To remove a line item, use the trash icon next to the line item you wish to remove. This cannot be undone and you will need to recreate the line item if done by mistake.

You can also use the "Clear lines" button to delete all line items.