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Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. 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. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. 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. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. 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. Finalising and unfinalising shifts Sign off checked shifts for payroll and billing, and reopen one when it needs a correction. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. 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. Creating a requirement and its rules Set up a new compliance requirement, or adopt one from a template, and write the rules that decide it. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Message templates Save messages you send often, and fill them in for one person with a click. 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. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. 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. 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. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Approving times Set the approved start and end, miles and expenses for shifts, one at a time or many at once. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. 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. Sending a job offer for an open shift Offer a shift to suggested caregivers, read their answers and put one on the schedule. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. Using the schedule board See many people's shifts side by side, narrow them with filters, read the day totals and save views as bookmarks. 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. 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. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. Checking a shift's pay and bill See how a shift's approved times become payroll and billing, record relieved time, and override the hours when needed. 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. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone.