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

The CareConnect Documents module helps CA state funded program (CCTR, CSPP) administrators better manage the documentation process to collect required certification documents from parents and meet program's compliance and audit requirements. Certification documents such as the 9600 / CCD 26, Notice of Action, and the Income Worksheet can now be generated, sent, signed and collected electronically.

• Generating 9600 / CCD 26
• Receiving 9600 / CCD 26
• Sending Notice of Action Electronically
• Sending an Income Worksheet Electronically 
• Parent Support 

Generating 9600 / CCD 26

In order to generate a Certification Document, navigate to the Eligibility tab in the Family Profile.

Once in the Eligibility tab, navigate to the bottom of your screen and locate the Print button.

 

Choose the Application option, which brings you to the Print Application window.

In order to send the document electronically, follow the steps below:

1. Select the Site that will be associated with the Application.

NOTE: This field will only be required if the application is being sent electronically.

 

2. After selecting a Site, you will need to enter a date in the Due field. This date will inform parents of when this document will need to be submitted back to your agency.

NOTE: This field will only be required if the application is being sent electronically.

 

3. Once the Site and Due field have been set, proceed to select appropriate options for Template, Language, Type of Application, Date, and Students

4. Locate and select the Save & Draft button.

5. You will be brought to the Document Detail page, where you may annotate and edit Document details as needed such as the Document Name and Due Date. Select the Save button once done.

• To annotate, right click on the form which will present you with various annotation options

7. Locate and select the Save & Send button which will send the Document to the Parent's CareConnect Account. They will be able to fill out and submit the application back to your organization via the CareConnect mobile application.

 

Receiving 9600 / CCD 26

After an 9600 / CCD 26 has been sent to a family, it will appear in the Pending tab. It will appear in this tab with the status as Pending until the document has been completed and submitted by the parent. To learn how to receive document(s), see CareConnect Provider - Managing the Document Process.

 

Sending Notice of Action Electronically

To learn how to generate a Notice of Action document, please refer to our article Here.

If you wish to send a Notice of Action electronically, you will be required to select a Site for the document.

NOTE: This field will only be required if the application is being sent electronically.

1. Once all necessary information has been added, select Save & Draft at the bottom of the window.

2. You will be brought to the Document Detail page, where you may annotate and edit Document details as needed such as the Document Name and Due Date. Select the Save button once done.

• To annotate, right click on the form which will present you with various annotation options

3. Locate and select the Save & Send button which will send the Document to the Parent's CareConnect Account. 

After the document has been sent, you may view a copy of the document from the All tab.

NOTE: For more information on the Document Module read our article Here

Sending an Income Worksheet Electronically 

Sending an Income Worksheet electronically will follow the same process as the Application and NOA documents.

To learn how to generate an Income Worksheet refer to our article on this topic.

To send this document electronically you will need to do the following:

1. Select the Site associated with the document

NOTE: This field will only be required if the application is being sent electronically.

2. Enter a date in the Due field. This date will be the expected date the document should be completed and returned by the family.

NOTE: This field will only be required if the application is being sent electronically.

3. After entering the required fields select Save & Draft

4. You will be brought to the Document Detail page, where you may annotate and edit Document details as needed such as the Document Name and Due Date. Select the Save button once done.

5. Locate and select the Save & Send button which will send the Document to the Parent's CareConnect Account. 

 

After the Income Worksheet has been sent to a family, it will appear in the Pending tab. It will appear in this tab with the status as Pending until the document has been completed and submitted by the parent.

 

Parent Support 

For parent account access setup and how to complete documents and forms online, please see:

• Invite Parents
• Parent Account Management
• CareConnect Family (Mobile) - Receiving and Completing Documents
• CareConnect Family (Web) - Receiving and Completing Documents