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Watch the video walkthrough, then follow the steps below.
1

Navigate to the client profiles

Go to the Clients section and open the Profile tab. This displays your full list of clients in Visualcare.
2

Add a new client

In the top-left corner, click Add Client. Enter the client’s first and last name, then click Create to open their new profile.
3

Enter basic client details

In the top section of the profile, fill in key information such as:
  • Funding type
  • Case manager
  • Any other basic client details
Click Save after entering or updating information.
4

Add additional client details

Scroll to the bottom section and add further details under Details:
  • Client home address
  • Any other relevant personal information
Click Save whenever you make changes.
5

Complete the worker-visible notes

On the right-hand side of the profile under the details tab, enter any information that should be visible to support workers during their shifts with this client. Click Save after adding details.
6

Upload client documents

Navigate to the Documents tab. Upload relevant files such as:
  • Care plans
  • Assessments
  • Support information
7

Add client compliance items

Go to the Compliance tab and add any compliance items this client requires - such as a service agreement.You can add items by selecting:
  • Add Single Compliance, or
  • Add Compliance by Funding Type
To complete each item, click Edit and enter:
  • Start and end dates
  • Alerts
  • Uploaded evidence or documentation
8

Add client preferences

Open the Preferences tab and enter:
  • Preferred workers - workers the client likes to work with
  • Non-preferred workers - workers the client should not be rostered with
9

Add required worker compliances (optional)

You can also specify required worker compliances, which help filter suitable workers when rostering.