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Guides for using CareComplete. Search for what you need, or browse by topic.
12 articles match “scheduling”
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.
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.
Confirming and sharing schedules
Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation.
Adding a shift on a calendar
Add a new shift from a client's or employee's calendar and fill in the schedule editor.
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.
Moving, copying and cancelling shifts
Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver.
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.
Filling open shifts with suggestions
Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule.
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.
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.
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.