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Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. Checking a shift's pay and bill See how a shift's approved times become payroll and billing, record relieved time, and override the hours when needed. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Who can use a form, and My Forms Let caregivers and other staff fill in, view or acknowledge a form, and see what they must read on My Forms. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Build schedules first, share them after Why a shift is not shown to the caregiver or client until you share it, why confirming is separate, and a weekly rhythm that uses both. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Creating a requirement and its rules Set up a new compliance requirement, or adopt one from a template, and write the rules that decide it. A person's profile and tabs Read a person's header, move between their tabs, and update their name, photo, phone numbers, emails and addresses. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. Approving times Set the approved start and end, miles and expenses for shifts, one at a time or many at once. Organising your agency with assignments Practical ways to set up assignment types and use them so each person's day starts on their own clients and caregivers. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Filling in a form for a client or caregiver Start a form from a person's Forms tab, fill it in over time or walk through it with them, and submit it. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Using the schedule board See many people's shifts side by side, narrow them with filters, read the day totals and save views as bookmarks. Filing, stamps and document workflows Why documents pass through an inbox before they are filed, how stamps record each step a document goes through, and ways to divide the work.