BENEFITS
- Reduces administrator actions by automatically syncing compliance documentation from myCB to CB Bridges™, such as background checks, drug tests, summary reports, and other tracker requirements.
- Automatically syncs individual immunization record evidence documents and displays the date an immunization was administered along with other tracker requirements such as CPR Cards, etc.
- Allows administrators to pull attestation reports that display all compliance documents and associated data.
NOTES
- The auto-syncing process must be set up by the Engineering Team. During the CB Bridges™ account setup process, the Bridges Operations Team will work with clients to determine what compliance documents/requirements must be synced between myCB and CB Bridges™.
- All current CB Bridges™ Checklist Items that require document syncing will need to be adjusted by the Engineering Team to accommodate the new automated workflow, and administrators will still need to manually link compliance documents for all current CB Bridges™ Checklist Items. Moving forward, all new published groups that contain Checklist Items for compliance documents will sync automatically.
STEP 1:
During the CB Bridges™ account setup process, clients that currently utilize trackers, background checks, and drugs tests in myCB will be able to set up corresponding checklist items to be automatically synced in CB Bridges™.
STEP 2:
When a clinical experience has been published, group members have been added, and checklist items have been populated in CB Bridges™, the system will automatically sync all compliance documentation from myCB to associated Checklist Items in CB Bridges™. The most recent version of each document type will be synced. As changes are made to documents in myCB, changes will automatically be reflected in CB Bridges™ due to the new syncing process.
STEP 3:
If an administrator wishes to un-sync a compliance document and choose another document in its place, they can revert back to using the manual linking process. This screen can be accessed from the Pro Advantage Tracker Group Status page. From the “Link Compliance Document” screen, an administrator can preview all linked items, unlink items, and link new items.
STEP 4:
Once the linking process is complete, administrators can generate Attestation Reports that will display all compliance documentation along with any data associated to the document (i.e. immunization administration dates). Users can pick an individual student or a group of students on which to pull a report, and they can also choose the specific compliance document requirements they would like to include.
STEP 5:
A sample Attestation Report exported through Excel can be viewed below.
