CareWait's document module allows parents to upload additional supporting documents from their web or mobile device. Users can review received documents, mark ask accepted, notify parents when a document has been returned, and void unnecessary documents. In addition, users who have CareConnect Pro or CareControl 4 will have the ability to automatically attach these documents to their cases when families are added from the waitlist. CareWait will have a few default forms available in your environment. If you wish to add or remove forms from the form list, please submit a ticket to firstname.lastname@example.org.
To view documents, users can either access the individual application or manage documents in batch with the Document Module.
How to manage documents in an application
Locate the documents tab to the far right of the application view.
By default, Received documents pending review will appear in the documents section. To change document views, click the dropdown button to change the filtered view.
|Download one or multiple documents by marking the checkbox in the Document row and clicking Download Selected Rows from the Download dropdown.|
|To refresh the document list, locate the arrow wheel icon in the document management ribbon.|
|To export document details in an Excel file, locate the Excel icon in the document management ribbon.|
|The search bar can be used to search for documents by name or date.|
|To view Voided documents, check the Include Voided checkbox in the document management ribbon.|
To upload files received externally, access the Accepted tab filter and locate the '+' icon to upload additional documents. All user-uploaded documents will automatically be marked as Accepted.
To view a document's contents, click on the document name.
A window will appear that will allow you to manage the document further.
To view details about the submitted document, click the View Details hyperlink to reveal information on the Document's Name, Case Owner, Application ID and Parent Name, the date the document was submitted, and the current document status.
To accept the document, click the Accept button on the top right Action row of the document view window.
To return the document, click the Return button in the top right Action row of the document view window.
Returning a document will prompt the user to create a Return Document Message for the parent.
TIP: The return message will be emailed to parent A, so take a moment to ensure the parent has filled out the email field. Applications, where parent A does not have an email address, will NOT have a message sent to them.
Clicking on the Actions dropdown button will reveal additional actions you can take on this application.
To save the document to your files, click the Download button from the Actions dropdown.
Clicking Void will remove the document from view. Documents that were Returned and pending completion will be removed from the parent's To Complete list if the document is Voided prior to parent completion.
How to manage documents in the Document Module
To view and manage all documents received, locate the Documents module in the top navigation bar. Follow similar steps as above to Accept, Return, and Void documents received.
The ALL tab will list documents of all status'. In this tab, users can filter their views by Case Owner, Received Date ranges, and Application Status.
The RECEIVED tab will list all documents sent in by parents and pending further review.
The ACCEPTED tab will list all documents accepted by your organization.
To download one or multiple documents, click the checkbox located to the left of the document row and click DOWNLOAD.