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Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. 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. 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. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. 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. 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. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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. Finalising and unfinalising shifts Sign off checked shifts for payroll and billing, and reopen one when it needs a correction. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. 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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. Message templates Save messages you send often, and fill them in for one person with a click. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone. 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 open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. 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. 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.