The process of batch downloading Digital Attendance in CC4 is split into 2 processes.
A daily process of generating Digital Attendance files using the Batch Digital Attendance tab.
It is recommended to batch Digital Attendance from the previous day, to assure that all submission from providers are captured in a single batch time, to aid in identification
A monthly process of merging the previous months Digital Attendance files into a single PDF, using the Files Module.
Generating Digital Attendance Files in Payment Module
The Batch Digital Attendance tab allows you to generate Attendance Records or Digital Attendance files from multiple providers that submit digitally through Careconnect. To begin the process, navigate to the Payment Module and click on the Batch Digital Attendance subtab.
From here, Filter the list by the specific submit range you are looking for, as well as program if needed. Then click the Batch Digital Attendance button, and select either Batch All Payment or Batch Selected Payment.
The system will then prompt you to either generate the Attendance Record & Certification or the Digital Attendance as it has been generated from Careconnect. Make your selection as needed and then press done.
The system will then generate these digital attendance documents and store them under the File category and File tag listed in the result.
This process will be completed daily, capturing all the submission from the previous day, to assure that all submitted digital documents are captured successfully.
Batch Downloading Files in Files Module
Once you are ready to merge these generated files together, navigate to the File Module, then to the Payments subtab.
Click the arrow in the top right corner to open the filter slide out menu. This is where you will specify what months attendance you will merge to a single file.
Since all Batch documents were generated the day after they were submitted, it is recommended to filter by:
Update Date From: The second day of the month you are searching
Update Date To: The first day of the month after you are searching.
In this case, since we want to grab all Digital Timesheets batched for September, we provide a filter of 09/02/2023-10/01/2023.
After that, click the Batch Download button, and select either All or Selected. You will then be taken to the separate batch entry as the system prepares your file.
The Merged files can now be downloaded. If you would like to redo this merge, select Re-Generate.