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8.9 Accepting/Rejecting Screens Submitted via Family Access

Once a caregiver submits a screening via a Family Access URL that you have created, you can choose to accept or reject the screening with several options.

Your accept/reject options are:

 

 

To view all screenings that have come in through Family Access, and begin the accepting/rejecting process:

  1. Select Family Access from the top navigation menu.
  2. Click the link that says, “You have [#] family access screenings to approve (or reject).”

 

You will be taken to a list of all screenings that have come in through Family Access. Each child has their own drop-down box that includes their name, the caregiver, the questionnaire, the screened date, and the completed date. If you click the Preview link, you can view the demographic data as well as the number of items that were answered for each area. Click the arrow icon to the left of the child’s name to bring up the accept/reject options.

 

8.9.1 Accept/Reject Options

 

If you choose “Accept and attach to an existing child profile,” a text box will appear, prompting you to start typing a child’s name to search. Begin to type the child’s name. You’ll see a drop-down menu of suggestions for the child you are looking for. Select the child and click the Process button. This screening will be added to the Child Profile you have selected.

If you choose “Accept as a new child profile and assign to provider,” a drop-down menu will appear with your name listed as a Provider. You are only able to assign this child to yourself, so select your name from the drop-down menu, and click the Process button. This child and his or her screening will now be a part of your program.

 

If you choose “Reject entirely,” the screening will not be included as part of your program and you will not have access to the data on that questionnaire.

 

The option to “Reject entirely and notify the caregiver via email” will only be available if that child’s caregiver chose to include an email when they submitted the Family Access screening. If you choose this option the screening will not be included as part of your program and you will not have access to the data on that questionnaire. The caregiver will be emailed a generic letter informing them that the screening was not accepted by your program.


See also

8.1 Family Access Landing Page
8.2 Family Access Passcode
8.3 A Caregiver's View of a Family Access Landing Page
8.4 Creating a Family Access Landing Page
8.5 Previewing, Editing, & Deleting a Family Access Landing Page
8.6 Copying & Pasting the Family Access URL
8.7 The Invitation Letter with URL
8.8 Family Access Child List