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Guides for using CareComplete. Search for what you need, or browse by topic.
7 articles match “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.
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.
Documentation notes
Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved.
Checking timesheets
Use the Timesheets page to see which shifts are ready to finalise and which need attention.
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.
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.
Recurring schedules
Set a shift to repeat every week, change the repeating pattern, and end it when care stops.