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Guides for using CareComplete. Search for what you need, or browse by topic.
10 articles match “finalise”
Checking timesheets
Use the Timesheets page to see which shifts are ready to finalise and which need attention.
Finalising and unfinalising shifts
Sign off checked shifts for payroll and billing, and reopen one when it needs a correction.
Reviewing red flags
Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised.
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.
Red flags warn, they don't block
Why CareComplete lets you save a shift with a problem on it, and makes sure someone looks at the problem before the shift is paid or billed.
Approving times
Set the approved start and end, miles and expenses for shifts, one at a time or many at once.
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.
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.
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.