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Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. 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. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. 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. 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. 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. 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. Finalising and unfinalising shifts Sign off checked shifts for payroll and billing, and reopen one when it needs a correction. 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. 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.