Access CareConnect Provider mobile app (iOS and Android) or CareConnect Provider Web.

A. Program

The Programs tab allows administrative users to configure programs. To add a new program:

1. Start by opening to Admin Module → Enrollment → Program

2. Select New

   

3. Enter Program Name as it will appear on schedules, invoices, documents

4. Enter a Funding Source if desired

5. Select a Subsidy Rate Type if applicable
6. Populate an Account Number if desired
7. Populate Child Age Min and Max if desired
8. Toggle the Care Schedule Data Check ON if desired to force users to populate schedule calendar fields

9. Select Save when finished

10. To modify existing programs including setting the status to active/inactive, select the program name.

B. Schedule Template

Administrative users can set up commonly used schedules as templates for use in (re)enrollment.  New schedules can be added, and existing ones can be modified and set to active/inactive. Existing schedules can be searched according to name and status. To add a schedule template:

1. Start by opening to Admin Module → Enrollment → Schedule Template

2. Select New to add a schedule template

   

3. Fill out the fields:

   1. Name: name the schedule template

   2. Comment

      

4. Select  to add a line of sign-in/out times for non school-age enrollments

5. Select Add School Time to add sign-in/out times for before/after school-age time enrollments

6. Select Save once done

To modify schedules, including setting status to active/inactive, select the schedule to be modified. The option to change between active/inactive will be available. Select Save when complete.

C. School Calendar

Set up a School Calendar configuration for a School District(s) where the children are attending schools (for school-aged children). Once set up, the school calendar will remain and will have to be updated each fiscal year. To update an existing School Calendar for adding the new fiscal year dates:

1. Start by opening to Admin Module → Enrollment → School Calendar

   

2. Selecting your existing School Calendar to open its detail

3. By default, the current fiscal year will be displayed but can be adjusted to show past or future dates

   

4. Click on the date to specify if it is a School day, Holiday, or Short day

   

5. Marking as a school day will open a multi-day selection tool so that marking multiple days is made easily

Note: Adding a new “School Calendar” will follow the same steps except for selecting “New” instead of selecting an existing one. Adding a new calendar will only be used if the agency will be expanding the service area that includes different school districts.

D. Care Calendar

Set up the Care Calendar configuration to reflect their Site(s) Days of Operations. Once set up, the care calendar will remain and will have to be updated each fiscal year. To update an existing Care Calendar for the new fiscal year:

1. Start by opening Admin Module → Enrollment → Care Calendar

   

2. Select the Care Calendar to open its detail

3. By default, the current fiscal year will be displayed but can be adjusted to show past or future dates

   

4. Click on the date to specify if it is your Open day, Holiday, or Closed Day.

5. Marking as a school day will open a multi-day selection tool so that marking multiple days is made easily

   

Note: Adding a new “Care Calendar” will follow the same steps except for selecting “New” instead of selecting to edit an existing one. Adding a new care calendar will only be used if sites do not follow one single operational calendar.