How can we help?

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. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. 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. 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. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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 your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. 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.