How to manage Required (Electronic) Documents in iCare?

Posted on: 1/25/2019 3:50:45 AM
Replied by : support@icaresoftware.com

iCare provides an Electronic Document feature to handle digital documents. 

Steps to create Electronic documents:

1. On the Child Profile Page, under Electronic Document. Click the "Add a Document button" to add a new electronic document.

2. Enter the document name and click on the tick icon to save.

3. Select an option for parents to upload a scanned document, fill out a PDF form, or use Google forms to set up a survey.

Admin can enter the instruction for the documents. These instructions will be shown to parents, under Parent Login.
Click here to know about how to edit/delete the electronic document.
 

Flags in Electronic document:

Two flags are managed under the electronic document:

Required for enrollment: When the "Required for enrollment flag" is ON, then the parent needs to fill or upload the required document. Otherwise, the parent is not allowed to book a slot for their children.

Signature required: When the "Signature required flag" is ON under the Electronic Documents, it will ask for the Parent’s signature while the parent uploads documents or responses to a google form.

The uploaded parent signature can be viewed in the report “Electronic Document - Parent Signature”. Click here to know about reports for electronic document

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