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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. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Message templates Save messages you send often, and fill them in for one person with a click. 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. 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. 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. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. 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. 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. 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. Approving times Set the approved start and end, miles and expenses for shifts, one at a time or many at once. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. 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. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. 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. 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. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date.