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  1. 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. While
    Direct Care InnovationsApr 25, 2023
  2. Attestation (*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 portal
    Direct Care InnovationsDec 15, 2023
  3. Guardian 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 Permission
    Direct Care InnovationsJul 27, 2023
  4. Guardian 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 has
    Direct Care InnovationsJul 31, 2023
  5. Guardian 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 menu
    Direct Care InnovationsJul 31, 2023
  6. Guardian 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 client
    Direct Care Innovations / … / Guardian GuideNov 06, 2023
  7. Guardian 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 linked
    Direct Care InnovationsJun 23, 2023
  8. Mobile 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 file
    Direct Care InnovationsOct 03, 2023
  9. Client - 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 guardian
    Direct Care InnovationsNov 06, 2023
  10. Mobile 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
    Direct Care InnovationsOct 18, 2023