Care Control has many actions located at the top bar for quick access. These actions are repeated tasks that a case worker might want at any point in time when accessing a family file.

I. Using the Review Function

The Review function allows you to run a Review from anywhere in your family file, most often after you have made corrections to known errors in the family file. After clicking the Review Button located at the top right of the screen, a new window will appear to generate the review.

1. Select the Review Month that you want the review to look at. The system will default to the current month that you are operating in.

2. Select the Case that you want the review to check for errors.

3. Click Done.

This will generate a new review and redirect you to the Review tab. For more information on Reviews, please reference the page Generating a Family’s Review.

II. Using the New Drop Down

Using the New drop down feature on CareControl allows for quick access to our communication features. Whether it be to communicate to the family via Documents or Messages or communicating within your agency with Notes and Tasks

1. Note - You are able to create a note on the family record for yourself or for other users who may access the family record.

2. Task - You have the ability to create tasks for yourself or assign it to another user or users.

3. Document - You will be able to quickly start the sending document process.

4. Message - Access the messaging feature to quickly send messages to the family.

III. Using the Action Drop Down

Using the Action drop down, you will have access to start the process for the parents to join CareConnect. You will also have the option to Void the family.

1. Invite Parent A/B - You will be able to invite the parents to join CareConnect so that they will be able to send and receive documents, communicate with your agency, all digitally and with ease.

2. Void Family - Voiding a family will not permanently delete the family. The family record will still be available to access however; and you will be able to restore the family if necessary.

3. Lock - Restricts access of Viewing and Editing a Family File to only the Case Worker assigned to the file. Generally this will be done for information security reasons.

IV. Using the Hamburger Menu

The icon on the top right is usually referred to as the Hamburger Menu. Selecting the Hamburger Menu, will provide you with some more actions for you to perform.

1. Notes - As previously seen with the notes feature, you will be able to assign a note to the family case. Using the feature under the Hamburger Menu, allows for a quick add of a note to the family’s record.

2. Tasks - Using this feature we will be able to quickly add a task for the family record by selecting “Add”. This will bring up a popup window where you will be able fill out the details of the task as well as assign to a user or users.

3. Logs - Using the Logs tab we will be able to view all actions that have been performed on the family record by any user.

V. Break in Service Tab

Separate from the 4 actions located in this section, Care Control also has the capability of noting any sort of break in service for the family. This can be accessed by clicking the Break in Service tab.

 

From this window you will notice three subtabs: Drop in Care, Leave of Absence, and Nine Data Elements

i. Drop in Care

When a child is using services outside of the scheduled times under Care Schedules, Drop in Care can be used to denote when those services occur.

 

After clicking add in the Drop in Care subtab, you can then enter the information for the leave of absence as follows:

1. Add the Request Date for Drop in Care

2. Enter the Drop in Care Date

3. Enter the Start Time

4. Enter the End Time

5. State the Reason for Care

6. Select which Care this is related toward

7. Save the Drop in Care

ii. Leave of Absence

When a Family is going to not be using services for a period of time of their own volition, that can be denoted in the Leave of Absence subtab.

 

After clicking add in the Leave of Absence subtab, you can then enter the information for the leave of absence as follows:

1. Absent Type, which denotes what kind of leave of absence is being taken, including:

   1. Materinity

   2. Medical

   3. Not Scheduled

   4. Personal

   5. Student

2. Start Date of the absence

3. End Date of the absence

4. Case that the absence involves

5. Child involved in the absence

6. Date the request was made

7. Date Supporting Documents were completed

8. Date approved

9. Reason and Details for Leave of Absence

10. Once all this information has been completed, click the Save button to complete the Leave of Absence entry.

iii. Nine Data Elements

For recording important elements for Inter-Agency transfers, enter this information into the Nine Data Elements subtab.

 

After clicking add in the Nine Data Elements subtab, you can then enter the information for the leave of absence as follows:

1. Enter the Start Date of Stage 1 Case

2. Enter the End Date of Stage 1 Case

3. Select Yes or No on Is Changed

4. Enter Request Date

5. Enter Case the Transfer is relevant to

6. Save