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Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. 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. 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. 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. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. 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. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. 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. 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. 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. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. 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. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. 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. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. 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. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. 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. 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. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. 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. 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.