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Guides for using CareComplete. Search for what you need, or browse by topic.
16 articles match “home”
Your dashboard
Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day.
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.
Scheduled, clocked and approved times
Why CareComplete keeps what was planned, what the caregiver clocked and what the office approved as separate times, and when a clock is trusted on its own.
Who changed what, and who viewed it
Why CareComplete records every change and every look at a person's record, and where you can read that history.
Announcements at clock-in
Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it.
What caregivers see in the portal
How your messages, job offers and announcements look to a caregiver on their phone.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.