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 Additional Requirements?
The Additional Requirements feature lets agency staff assign extra paperwork, called “requirements”, to caregivers or applicants when needed. These can be unique to the caregiver’s situation or the agency’s policies.
For example, staff may need to add paperwork when:
- A caregiver moves to a new home
- A corrective action plan is needed
- A license is closing
- Well Water Results are needed
Why does this matter?
This feature helps agencies stay flexible and responsive to unique needs. Whether it’s meeting state regulations, accommodating special living situations, or addressing agency-specific policies, staff can ensure all necessary documentation is collected without overcomplicating the standard process.
How it works for agency staff
Agency staff can now add Additional Requirements from the Documents page of a caregiver’s application.
Steps to Add an Additional Requirement:
- Click the "Add Additional Requirements" button on the Documents page.
- A popup will appear. Choose the requirement you want to add.
- Assign the requirement to the correct person:
- If the requirement is a form that staff must complete, the system will only allow assigning it to a caseworker.
If it's a document caregivers need to upload, staff can assign it to the primary caregiver or both the primary and secondary caregiver.
Note: Currently, forms can only be assigned to agency workers, the primary caregiver or both the primary and secondary caregiver.
Once added, the requirement:
- Will appear in the correct section of the Documents page
- Will need to be completed before the application can be approved
- Will also show up in the Application History (with an audit trail)
- Can be waived or deleted by staff if no longer needed
What Caregivers will see?
When a caseworker adds an Additional Requirement, a new stage will appear in the caregiver’s portal. This is called a Conditional Stage.
How Conditional Stages Work:
- They stay hidden until staff add an Additional Requirement
- Once visible, caregivers must finish all earlier stages before they can begin the Conditional Stage
- All requirements inside the Conditional Stage must be completed before moving forward
This ensures the caregiver knows exactly what’s needed and when.