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Guides for using CareComplete. Search for what you need, or browse by topic.

5 articles match “inbox”

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. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. 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.