How can we help?

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. Signing in to CareComplete Sign in with your username or email, choose an agency if you work for more than one, and know what to do if you are locked out. Your account, agencies and theme Open your user menu to manage your account, switch between agencies, change the light or dark theme, and log out. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Red flags warn, they don't block Why CareComplete lets you save a shift with a problem on it, and makes sure someone looks at the problem before the shift is paid or billed. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. Assignments: who looks after whom What an assignment is, why CareComplete keeps it as a timeline, and how it shapes the lists, dashboards and boards you work from. 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. Who changed what, and who viewed it Why CareComplete records every change and every look at a person's record, and where you can read that history. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. Scheduled, clocked and approved times Why CareComplete keeps what was planned, what the caregiver clocked and what the office approved as separate times, and when a clock is trusted on its own. 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. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Message templates Save messages you send often, and fill them in for one person with a click. 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. One shift feeds payroll and billing Why the same shift is the source of both a caregiver's pay and a client's bill, and why finalising is the step that signs it off. Versions keep the past as it was Why forms, living documents such as a plan of care, and a client's task list change by new versions instead of being edited in place. Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. 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. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. 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. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule.