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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. What caregivers see in the portal How your messages, job offers and announcements look to a caregiver on their phone. 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. 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. 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. 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. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Working the Inquiries list Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date. 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. 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. 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. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. Approving times Set the approved start and end, miles and expenses for shifts, one at a time or many at once. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. 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. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. 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. 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.