There are five application management buttons on the top right corner of the application details page.

 

1. Video Tutorial: Clicking here will take you to a short video tutorial on how to manage the application and its functions.

2. Change Status: This button allows you to change the status of the application to one of 5 statuses.

• Active - The family is eligible and actively waiting for enrollment
• Update - The family application needs to be updated *when changing to Update this triggers an automatic message to the family asking them to update their application on CareConnect Family*
• Under Review - The family is in the process of enrollment and cannot edit their application on CareConnect Family
• Closed - Not enrolled and no longer actively waiting for enrollment
• Enrolled - All children have been enrolled

 

 

3. Assign To: This button allows you to assign applications to users. It is suggested to always assign an application to a user because the user will get notifications for any updates to that application. This way no edits or document uploads go unnoticed.

 

 

4. Actions: 

• Invite- Invite a family to CareConnect Family (if you don't see Invite you will either see Reinvite or Unlink.
  • Reinvite- The invite link has already been sent, but the invite has not been accepted.
  • Unlink- The account is already linked to an application, you can unlink if the user would like to change their username (email or phone number). 
• Copy Invite Link- Copy the invitation link for the family to link their application to their CareConnect Family account.
• Merge- Merge identical existing applications together (enter the Application ID you want to merge from)
• Copy To New- Copy application info into a new application
• Check History- Checks the application history
• Print - Prints application into PDF 

 

 

5. Manual Push: This button will manually push the application directly into an enrollment queue.