This feature is in phased rollout
You will receive communication from Binti prior to receiving this update. If you have any questions, please contact your Customer Success Manager.
What is Caregiver Documents 2.0?
Caregiver Documents 2.0 is a significant overhaul of the Documents page within the Licensing module, enhancing its functionality and design. This transformation signifies a fundamental re-engineering of how Binti manages and stores application requirements.
If you've been a longtime Binti customer, you may recall the transition to Supporting Documents 2.0. Caregiver Documents 2.0 mirrors this upgrade, allowing us to implement valuable changes today, while also laying the groundwork for exciting new features in the future.
How will the Documents page change?
Caregiver Documents 2.0 introduces improved functionality and visual updates. Benefits include the following:
- Agency Forms moved to Documents page
- Transfer application tracks (contact CSM to enable)
- Update templates to latest version
- Customizable waive options
Agency Forms
| Current functionality | Agency forms are completed on a separate Agency Forms page. |
| New functionality | Agency forms are completed on a combined Documents page. |
Agency workers can now complete agency forms directly on a combined Documents page. This eliminates the need to navigate multiple pages and makes documentation easier to find and manage.
Transfer Application Templates*
| Current functionality | If an application was started on the incorrect template, the caregiver must be re-added and assigned to the correct template by Customer Support. |
| New functionality | If an application was started on the incorrect template, the caregiver can be moved to the correct template by an agency worker. |
Multiple templates offer the flexibility to customize the licensing process for various applicant types such as community families and kinship families. When an agency utilizes multiple templates, agency workers can now transfer caregivers to a different application template in a single click. If the new template utilizes the same forms, such as a standardized application, any information previously entered by caregivers is automatically transferred, eliminating the need for redundant data entry. Any completed forms that are not required in the new template are preserved in the "Other/Miscellaneous Documents" section located at the bottom of the Documents page.
*Important Note: Contact your Customer Success Manager to enable this feature.
Update Requirements for Existing Caregivers
| Current functionality | Caregivers must complete requirements on the template version they started on, select updates can be applied to existing caregivers. |
| New functionality | Caregivers can be migrated to the latest template version, all updates can be applied to existing caregivers. |
If your agency needs to update forms, supporting documents, instructional text or any other aspects of your template, our Technical Account Management (TAM) now offers the option to apply these changes to all existing caregivers. This creates a uniform licensing process across caregivers and ensures your agency remains in compliance by enabling rapid distribution of updated licensing requirements.
Waive Requirements for Caregivers
| Current functionality | If enabled, certain application forms and supporting documents can be marked Not Applicable. No additional information collected. |
| New functionality | If enabled, certain application forms and supporting documents can be Waived. Additional information collected includes: reason for waive, date of waive, and optional details. |
Building upon the current ability to mark a document as "Not Applicable," the new "Waive" feature allows agency workers to specify why a requirement is unnecessary for approval. This provides a robust tracking mechanism for supervisors and is useful during audits. Reason categories are customized per requirement and may include: not applicable, tracked externally to Binti, fulfilled through other means, or exception granted. An open-text box provides space for providing additional details and the date a waiver is granted is stored.