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Guides for using CareComplete. Search for what you need, or browse by topic.
7 articles match “reminders”
Working the Inquiries list
Find the inquiries that need you, follow them up, and keep status, reminders and close reasons up to date.
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.
Adding a shift on a calendar
Add a new shift from a client's or employee's calendar and fill in the schedule editor.
Messaging a caregiver
Write to a caregiver, see when they have read it, and mark their replies as dealt with.
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.
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.