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  1. Add Notes - Web Portal

    Description: In this topic, the user will learn how to add notes to an object (per user access). Entry types include, but are not limited to: Punch/Attendance Entries Accounts Profiles Payroll/Billing Entries Authorizations *Please note: Notes have no character limit except for notes added directly to a punch
    Direct Care InnovationsSep 05, 2023
  2. June 2021 Release Notes

    of Week Restriction New Import for Employee Service Accounts Holiday Restriction New Refresh Billing Rate task on Import-Module Actions Menu Additional
    Direct Care InnovationsOct 18, 2023
  3. Time Entry - Account Type Drive

    Description: In this topic, the user will learn about the drive account type. The drive account type is not associated with a service code, authorization, or client. This account type is used when the employee gets reimbursed for the travel time (hours) spent driving. This account type is not billable and the unit
    Direct Care InnovationsOct 18, 2023
  4. Reimbursements - Manage Entries - FI Mode Only

    through Payroll and Billing batches just as punch entries are. Related articles Related articles appear here based on the labels you select. Click to edit
    Direct Care InnovationsOct 18, 2023
  5. Authorization - Monthly Budget

    authorization, see the article Authorizations - Create, Approve, Reject, Edit, View, or Deactivate. Role Required: Super User, Billing Team, Authorization OR Permission
    Direct Care InnovationsSep 12, 2023
  6. Mobile App - Client Transportation

    Description: In this topic, the user being reimbursed for mileage will learn how to create a client transportation punch. Client transportation is used to track the billable service called mileage If mileage is included in the individual service plan, employees are required to track it to be reimbursed for miles
    Direct Care InnovationsNov 06, 2023
  7. Renew Authorization

    also requires a new client funding account. Role Required: Super User, Authorization, Billing Team Permission Required: Authorizations Admin Access Renew
    Direct Care InnovationsMay 30, 2023
  8. Time Entry - Account Type Mileage (Drive button in Mobile App)

    Description: In this topic, the user will learn about the mileage account type. The mileage account type is not associated with a service code, authorization, or client. It is used to track mileage (unit type) and is not billable. This account type is used when the employee is driving for work but not while clocked
    Direct Care InnovationsOct 18, 2023
  9. Roles - Manage Roles Add or Remove

    Supervisor Payroll Team Billing Team Authorization Employer (FI mode only) Add Roles Log in to DCI with personal profile Click Home on the main menu
    Direct Care InnovationsMar 30, 2023
  10. Residential Program - Supervisors

    the drop-down menu Cost Center – Auto populates Date – Click in the field to add start and end dates for the service account Billing Unit – Auto populates Rate … employee pay rate Effective Date - Click in the field to open the calendar and select a date Min Units Per Punch (optional) – Enter if a minimum number of billing
    Direct Care InnovationsOct 18, 2023