Within CareControl 4, there are 10 different modules, with each dedicated to a specific purpose. The 5th Module is the Documents Module, which houses all of the electronic documents in your Program.

Under the Documents Module, you can manage all functionalities relating to sending or receiving documents to your families or providers.

Accessing the Documents Module

1. Module

When first opening CareControl, at the very top menu are the different Modules. The Documents Module is the 5th icon on the list; click on this icon to enter the main Documents Module window.

❗️TIP: When hovering your mouse cursor over each Module’s icon, CareControl will display the name of the Module.

2. Navigation Bar

Here is where you can navigate between the different functions within this module. As soon as you enter this module, you will be in the Document section, where you can view all of the electronic documents from your different families and providers. For the other two sections, you can find more information on Batch NOA/COE & Batch Send .

3. Document Tabs

You will notice that there are different tabs to distinguish between the document types, including All, Draft, Received, Received Without Owner, and Pending. See Types of Documents for more information on each tab.

4. Send Reminder/Download

The Send Reminder button will open this popup for you to send a reminder email to the receiving party. Note that this option can only be performed for pending documents. In the Drafts tab, this button will be replaced by a Send button instead.

 

The Download button will download any documents you have selected as a pdf file. To the left of these buttons is also an arrow icon that will open a Search Filter slide menu to assist in finding certain documents.

❗️NOTE: Some browsers block the action to download multiple files at a time, so you may need to click Allow in a popup that appears or configure this in your settings.

5. Documents List

After factoring in the tab selected and the filters in place, CareControl will display all applicable documents here, where you will notice identifying columns like Owner, Status, Type, Due Date, etc. By default, this list will be sorted by newest to oldest documents. You can click the arrow icon next to the Created Time column heading to rearrange it as oldest to newest.

6. List Buttons

There are 2 action buttons to give you more control over the data. The first one refreshes the list with the most updated information on what documents are in the system. The second one allows you to export the list information into a spreadsheet. There is also an option to include voided documents in the documents list.