How CareComplete thinks

The ideas behind CareComplete - assignments, sharing, approving and finalising, versions and more - and why it is designed the way it is.

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. 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. 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. Scheduled, clocked and approved times Why CareComplete keeps what was planned, what the caregiver clocked and what the office approved as separate times, and when a clock is trusted on its own. 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. 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. 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. 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. 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.