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Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. 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. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. Finalising and unfinalising shifts Sign off checked shifts for payroll and billing, and reopen one when it needs a correction. 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. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. 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. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. 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. Sending a job offer for an open shift Offer a shift to suggested caregivers, read their answers and put one on the schedule. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone. 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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. 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. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. 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. 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. 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. 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.