The agreements tab is an optional step that serves as internal tracking for what families and subsidy program(s) a Provider is eligible to provide care under.

Adding a new Agreement

1. Once you are prepared to create care with a Family, click Add to create a new agreement.
2. In the Agreement section, choose the Agreement Type, Start Date, and all applicable Programs.
   1. An entry for family can be added to keep track of what families are assigned to the provider.
      1. Select an existing Family record to associate with the agreement and add the Provider’s relationship to that family.
   2. The two optional checkboxes are:
      1. Relative: Specify if the Provider is a relative to the Family they will be providing care for.
      2. In-Home: Specify if the location, where the care will take place, is in the Provider's or Family’s home.
3. Click Save once done to save the new record. This will put the Agreement record in Pending status.

Updating or Ending an Active Agreement

1. After receiving all relevant details for the Provider, click on the hyperlinked Agreement ID to modify its details.

   1. If you have received all the necessary details and are ready to approve the Agreement, click Approve to update the Agreement to Active status.
   2. If you have received all relevant details but will not be approving the Agreement, click Deny to update the Agreement to Denied status.
   3. Click Edit to make changes to the Agreement as needed.
      1. To end an agreement, you will need to enter an End Date.
      2. If the Agreement record is added by mistake, click Void.