Editing an application

• I’m doing an intake and it won’t let me move forward because it says the applicant’s email is already taken. How can I move forward and make sure their email address is in the system?
• How do I assign/unassign a worker to an application?
• How do I make changes to Co-applicant, Other Adults or Significant Contacts?
• How do I add an email address for an applicant?
• How do I add or edit the phone number for an applicant?
• Do applicants/reference users/other adults receive an email to complete their forms? How can I re-send an email to a user?
• How do I change the status of an application?
• I'm trying to close a case and can't because it says there is a child in the home.  What do I do?
• There is more than one application for a family.  How do I fix that?
• Editing applications overview (Video)
• What can I do if I have questions that weren't addressed in this help article?
  

I’m doing an intake and it won’t let me move forward because it says the applicant’s email is already taken. How can I move forward and make sure their email address is in the system?

When you receive an error message that says that the email address is already taken, this means that the applicant’s email address already exists within Binti.

An error message will populate if the email address you’re attempting to add to a new intake is already in use. You’ll either need to use a different email address; proceed to the next step without adding an email address, or you can chat in to Binti Support to see if it’s possible for us to remove the email address from the existing record.

There are a few ways to move forward with the intake: you can use a different email address for the applicant (if possible), you can check the box "Applicant does not have an email address" (but the applicant will be unable to log in and work on their application until they have an email address on file), or you can chat in to Support for further assistance.

Binti Customer Support has the ability to remove the email address from the existing record for your use. Please note, however, that if the applicant has an active application with a different county or agency, Support will be unable to remove the email address for use in the new intake. Support will only remove the email address if it is clear that the existing record is no longer active.

Please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail]. 

How do I assign/unassign a worker to an application?

First, locate the application you want to assign a caseworker to. You can filter by “Family name” on the right side under filters.

Once the application has been located in the Applications dashboard, hover over <<Actions>> and click on <<Edit Application>>. From there, scroll down to the sections for "Worker Assigned" section of the application.

To assign:
Begin typing the name of the worker who you'd like to assign to the case.
Please note that you can only assign workers who already have an existing Binti account to applications.

To unassign:
Click on the (x) next to their name to remove the worker from the application.

Once you're done assigning, or unassigning, scroll down to the bottom of the page, and click on "Update Application" to ensure your changes save.

Your assignment sections may look slightly different because of settings that can be unique to different agencies.

How do I make changes to Co-applicant, Other Adults or Significant Contacts?

If you need to add a co-applicant or other adult to an application, you can do so by locating the application that needs to be updated in the Applications dashboard.

Once it's been located in the dashboard, hover over the Actions hyperlink in the right-most column, and click on <<Edit Application>>.

From here you can add a co-applicant or any other adults in the home.

Significant contacts/other adults regularly present (who do NOT live in the home) are found within the Agency Forms page. You'll need to edit the corresponding form where your agency houses this information to add/remove any contacts.

If you need to remove an other adult in the home from an application,

you can do so by locating the application that needs to be updated in the Applications dashboard.

Once it's been located in the dashboard, hover over the Actions hyperlink in the right-most column, and click on <<Edit Application>>.

From there, scroll down to the other adult that you need to remove and click on the "Delete Other Adult" hyperlink just under their information.

If you need to remove co-applicant, currently only Binti Customer Support can make these changes. Please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail].

If you request this via chat, please expect a delay (but still same day service) in completing this task because Customer Support has to manually move items over when this is needed.

How do I add an email address for an applicant?

As a security measure, Binti was originally set-up to only permit Binti staff to edit email addresses. Binti currently only allows workers to enter email addresses if they don't already exist.  If an email address doesn't exist, that field is open for you to add to under Edit Application.  If an email address does exist, you can view it under Applicant Data but it will not be an editable field.  

How do I add or edit the phone number for an applicant?

First, locate the family in Binti.

From the dashboard for the family's application, go to <<Actions>> (last column) > Edit Application.

The phone number fields are found under each applicant's name, and each other adults' names. Once you've edited this information, scroll down to the bottom of the page and click on <Update Application>.

The change will then show on the Applicant Data page. This is the only page where phone numbers can be changed. 

Do applicants/reference users/other adults receive an email to complete their forms? How can I re-send an email to a user?

As soon as an email address is added into the system, the user will automatically receive an email from Binti letting them know they have documents to complete.

If you need to re-send a welcome email for an applicant, you can do so by going into <<Edit Application>> and clicking on the checkbox that says "Send link to online application":

If you need to resend a welcome email for another adult in the home, you can remove their email from the application, then scroll down to <<Update Application>> to save the change. Then go back into <<Edit Application>> and re-add the email, and a new welcome email will be sent out.

If you need to re-send a welcome email for a reference user, you'll need to go into <<Edit References>>, and click on the <<Send Reminder>> hyperlink to re-send the invitation to the reference.

How do I change the status of an application?

In order to change the status of an application, your Binti account will need to have been set-up with permission to change status.  If you follow the steps below and the area is grayed out, you don't have the permission assigned to your account and we (Binti Support) will need permission from your Supervisor in order to change your permission.

To change status:

From the application dashboard, go to Actions (last column on application dashboard) > Edit Application > In first box, Application Data:  change status from drop down > Add Date and Any other mandatory explanation fields > Update Status.

If you are trying to approve an application, all items showing on the application dashboard need to be showing 100% completed.

If you need to approve an application without all required items, you'll need to contact the staff at your Agency that has approval override permission.  (If you don't know who this is, Binti Support can look that up for you.)

I'm trying to close a case and can't because it says there is a child in the home.  What do I do?

This error occurs because the Child Info section under <<Edit Application>> hasn't been answered. Generally, you'll see this error on renewal applications.

Please make sure that you go into <<Edit Application>> scroll down to the Child Info section, and make sure that all questions in that field are answered.

This is an example of the Child Info section (including one of the potential questions you may find in the section). Make sure that any questions in this section are answered before attempting to approve the application.

Once that question/those questions have been answered, go back into <<Edit Application>> and update the status of the case with no issue.

If you're still having trouble updating the status of the application, please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail]. 

There is more than one application for a family.  How do I fix that?

Currently Binti Customer Support needs to make these changes.  Please contact Binti Customer Support by using the chat icon (bottom right hand corner) or [e-mail].

Customer Support will merge the applications.  Unless otherwise directed by the Agency, Customer Support will default to the primary merged application being the application with the most information. All information from both applications will remain, including case notes and completed documents.

Editing applications overview (Video)

What can I do if I have questions that weren't addressed in this help article?

If you have any other questions, please feel free to email us at [e-mail], send us a chat using the chat icon (bottom right hand corner), or give us a call at 1-844-424-6844.