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Signing in to CareComplete Sign in with your username or email, choose an agency if you work for more than one, and know what to do if you are locked out. Collecting signatures Have a submitted form signed in person on your device, or send a signature line by email. Finalising and unfinalising shifts Sign off checked shifts for payroll and billing, and reopen one when it needs a correction. Setting up signatures on a form Add signature lines to a form, choose who signs each one, and decide whether signatures are enforceable. 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. 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. 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. 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. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Building a form Create a form from scratch or a starter template, then lay out its sections and questions. 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. 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. 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. 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. 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. Publishing a form and its versions Put a form into use, change it safely in a draft, and understand living documents and many responses. Files and the file cabinet Find, open, stamp and download the documents filed under a person, or across the whole agency. 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. Filing documents from the inbox Upload scanned documents to an inbox, split or merge them, and file each one under the people it belongs to. How compliance works Understand requirements, rules, standings and when CareComplete works compliance out.