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Guides for using CareComplete. Search for what you need, or browse by topic.
15 articles match “calendar”
Adding a shift on a calendar
Add a new shift from a client's or employee's calendar and fill in the schedule editor.
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.
Filling open shifts with suggestions
Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule.
Recurring schedules
Set a shift to repeat every week, change the repeating pattern, and end it when care stops.
Confirming and sharing schedules
Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation.
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.
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.
Reviewing red flags
Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised.
How compliance works
Understand requirements, rules, standings and when CareComplete works compliance out.
Audit files
Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name.
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.
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.
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.
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.