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Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. A person's Compliance tab See where one client or employee stands, exempt them or move a due date, and print their compliance history. Message templates Save messages you send often, and fill them in for one person with a click. 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. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. 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. 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. 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. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. 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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. 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. Documentation notes Write notes about the people you care for, add follow-ups, find notes again, and pick up drafts you have not saved. 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. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. 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. 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. 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. 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. 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. 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. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged 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. 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. Recurring schedules Set a shift to repeat every week, change the repeating pattern, and end it when care stops. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. 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. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone.