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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. 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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. 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.