County Boards and ICFs can write OhioISPs within their Brittco system and submit them to DODD's Salesforce system automatically. Several steps need to be completed before you are able to start submitting plans: turning on the integration and linking your providers and staff.
Getting Started
Turning on the Integration
Navigate to the Integrations tab within the Account Settings area of the system and find the "OhioISP Integration with DODD" dropdown.
Once you change this to "On", there will be 2 changes in your system. First, administrators will now have access to the OhioISP Integration Dashboard page, a tool to help you manage the integration between Brittco and DODD. Second, all users with the "Submit OhioISPs" permission will now see a "Start Submission" option on the Edit OhioISP page instead of a "Publish" option.
Linking Providers and Staff
In order for Brittco and DODD's Salesforce system to share information, "links" need to be created between several datasets. The following article will show you the steps needed to create links between providers and staff in your system with the corresponding records in the DODD system: https://brittcosoftware.zendesk.com/hc/en-us/articles/10133603957011-Setting-Up-Providers-and-Staff-for-OhioISP
Submitting OhioISPs to Salesforce
Once the integration has been turned on and providers and staff have been successfully linked, users will now be able to begin submitting OhioISPs from Brittco into Salesforce.
Within an OhioISP, the Actions menu will now contain a "Start Submission" option. When users are ready to publish, they will click Actions -> Start Submission which will display the following pop-up:
All of the steps in the screenshot above will need to complete successfully in order for the plan to be submitted to Salesforce. If any errors occur in the steps following validation, the submission will fail and the user will be presented with the ability to publish the plan without submitting. Administrators can keep track of any unsuccessful submissions from the Integration Dashboard page (https://brittcosoftware.zendesk.com/hc/en-us/articles/29185007079443-OhioISP-Updates-5-9-24#h_01HXD2Q70E8SQ197DAK12QXYXA).