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  1. Group Service - Supervisor Guide.pdf

    ................................................................................................................................................................................................................. 3 Create Client Service … .................................................................................................................................................. 8 Client Attendance Entries – Search, View, or Export
  2. Case Workers Guide.pdf

    ............................................................................................................................................................................................................ 4 Clients … ......................................................................................................................................................................................................... 10 Client Summary
  3. Care Management - Admin Guide.pdf

    Management Module. The DCI Care Management Module is designed to track the Individual Support Plan (ISP) of a client. An Individual Support Plan (ISP … . Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client Admin Contents Setting Up Care Management for a Client
  4. Status - Quick Reference.pdf

    ........................................................................................................................................................................................................................ 3 Client Status … Client Authentication Status
  5. Day Program - Supervisors.pdf

    Clients … ................................................................................................................................................................................................................. 5 Create Client Service Account
  6. Training Module - Admin Guide.pdf

    the Training Module, which is designed to help organizations track certification requirements and the status of employee and/or client compliance. Roles Required … Add Profile Certifications to Employee or Client
  7. EVV Electronic Visit Verification Quick Reference.pdf

    and is specific to the employee, client and service provided. o Clock Out Only - Requires EVV completion at the commencement of a shift. o Clock In and Out … (Optionally - Facial Recognition) • The employee captures a real-time photo of client during a shift • The images are stored in the cloud only and is NEVER stored
  8. Managing Entries - Guide.pdf

    that require attention. 4. Use the filters to search for a pending entry. Search by any of the following: a. Date Range b. Punch ID c. Service Code d. Client Name … page c. Service Date d. Start Time e. End Time f. Cost Center g. Client/Program Name – Name that is hyperlinked to the client or program details page h
  9. Case Workers - Admin Guide.pdf

    only see the clients that are linked to their profile. There are two types of case workers in DCI. They are linked based on the level of access required: 1. Funding Account Case Worker - An employee at the funding source who requires access to client information for the linked funding account 2. Funding Source
  10. March_2021_Release_Notes.pdf

    /View Only role for one or more Cost Centers will only see information in the Care Management > Overview • Client Name filter is restricted to only Clients … of any filter values the results listed in the Overview table are restricted to only Clients they are related to via profile default cost center or service