Within CareConnect, you can streamline enrollment, register new families, collect and maintain required documentation for each family with your program.
To learn how to manage the document process, see Managing the Document Process. See below for a quick introduction of each tabs under Family Documents module
Documents - All
Shows history of all documents sent to and received from this family. From the All tab you may Draft a document to send to a family.
Documents - Draft
The Draft tab will serve as the primary location to Send documents. It lists any documents that have been generated but not yet sent to family. A document will remain in the Draft status until you are ready to send the document to a parent.
Documents - Pending
The Pending will list any documents that have been sent to the family and are required to be completed and returned to your program.
A document will appear here if it is in the Pending or Returned status. Once a family has submitted a Pending document it will be removed from the Pending tab and moved into the Received tab.
Documents - Received
Once a family has completed their document, the submitted document will appear in the Received tab for your review. You may choose to Accept or Return a document.
If a document has been Accepted it will be removed from the Received tab and placed into the Accepted tab.
If a document has been returned, it will be removed from the Accepted tab and moved back into the Pending tab.
Documents - Accepted
The Accepted tab will list any documents that your organization has reviewed and accepted.
If a parent has submitted document(s) through email or paper copy, you may use the Add Document feature to add any documents (in doc, docx, jpg, jpeg, pdf, png formats) to the Family record under Accepted tab.