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Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. 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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. 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. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. 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. 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. 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. 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. 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. 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. 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. 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. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. 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 Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Message templates Save messages you send often, and fill them in for one person with a click. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. One shift feeds payroll and billing Why the same shift is the source of both a caregiver's pay and a client's bill, and why finalising is the step that signs it off. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests.