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What are the definitions of the Client, Guardian, and Employer profile types?
the client profile and oversees services for more than one client, they will have login credentials for each client profile. Guardian Profile The guardian … on services provided and to view and track authorization information. A user with the guardian profile may have access to one or more clients. WhileAttestation (*EVV) Workflow for Clients and Guardians
for services to be paid. There are multiple methods to complete EVV. Role Required: Client, Guardian Permission Required: N/A Key Points for Punches … are not EVV compliant. Mobile App Portal/Mobile Web Phone The client/guardian will be required to log in to the portal and perform manual portalGuardian Profile - Create & Link to Client, View, Edit, or Deactivate
Description: In this topic, the user will learn how to create a guardian profile and link it to a client, or view, edit, or deactivate the guardian profile. Guardian profiles allow a user to be linked to multiple clients to perform client sign-off and view client schedules. Role Required: Super User PermissionGuardian Views Client Schedule - Video
Description: In this topic, the user will learn how to use the scheduling system as a guardian. View all shifts for all clients, for multiple employees … is used by some organizations. Role Required: Guardian Permission Required: N/A View Client Schedules Client schedules can be viewed after the supervisor hasGuardian Request for Client Services - Video
Description: In this topic, the user will learn how to request services on behalf of their client. Role Required: Guardian Permission Required: N/A Request Service Click Clients on the submenu Select the client from the table Click the Schedule tab Click Actions Select Add New Request from the drop-down menuGuardian Guide.pdf
client, they will have login credentials for each client profile. Guardian Guide Guardian The guardian profile is for parents, family members, guardians … information. A user with the guardian profile may have access to one or more clients. While the guardian profile can be linked to multiple clients, the clientGuardian Guide
the client profile and oversees services for more than one client, they will have login credentials for each client profile. Guardian The guardian profile … and to view and track authorization information. A user with the guardian profile may have access to one or more clients. While the guardian profile can be linkedMobile App - Guardian - Dashboard & Menu Navigation
- Click to view guardian image or signature. Select the Action button to add an image or signature. Home – Click to return to the dashboard Clients – Click … ) Guardian Dashboard 2.png Additional Information - Clients tab Client - Select a client to open details Photo– Client photo will display if one is on fileClient - FOB Attestation (*EVV)
. There is no action needed on the part of the client to use the DCI FOB device. Role Required: Client, Guardian Permission Required: N/A large-Key Fob.png Use FOB … client_attestation punch_entry client guardianMobile App - Client - Pin or Password Attestation (*EVV)
, Guardian Permission Required: N/A Client Pin or Password Attestation (*EVV) The employee clicks Client PIN or Password and hands the mobile device to the client … pin_number password evv client_attestation attestation client guardian