How can we help?

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. 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. 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. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. 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. 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. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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.