Overview
Every agency in Binti has at least one initial approval template and one renewal approval template. Some agencies have additional templates, such as for community foster families, kin or child specific families, ICPC, adoption, respite, or emergency approvals.
The template must be selected from the template dropdown at the very top of the Intake Caregiver page, otherwise the default template will be selected.
If a family is created on the wrong template during intake, they can be moved to the correct template via the “Transfer Application” button. If you do not see this button, please contact Binti Support by typing Talk to a Human in the chat widget for further assistance in changing the template.
Steps to change a family's template
- From any family-specific page, select the “Transfer Application" button near the top right.
- Click the dropdown menu to scroll through your agency’s templates and select the correct template.
- Press “Transfer Application.”
Will all documents transfer when switching templates?
Yes, any completed documents or forms will transfer. If a document or form does not have a direct equivalent on the new template, it will be moved to the "Other/Miscellaneous" section for review.