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Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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. 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. 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 Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. 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. 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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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.