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Message templates Save messages you send often, and fill them in for one person with a click. 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. 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. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. 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. Skills and skill suggestions Keep people's skills in step with their compliance requirements by applying the skill changes CareComplete suggests. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. 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. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Reviewing red flags Find shifts with red flags, see what each flag means, and mark them reviewed so the shift can be finalised. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out. 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. 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. 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. 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.