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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 serviceBilling Module - Admin Guide.pdf
punch entries • Billing Entries - View and search for billing entries • CPT/HCPCS Codes - Search by client name and service code to view • Unbillable Entries … Employees, Clients, Residential Programs, Day Programs, Group Services, and Parenting Programs - Search and view details • Funding Sources - Search and viewResidential Program - Supervisors.pdf
Clients … ................................................................................................................................................................................................................. 5 Create Client Service AccountEmployee - Group Service Enter a Punch - Mobile App.pdf
the employee has active service accounts. b. Click the Clients drop-down to select the clients that are attending the group service i. Some programs require a minimum of two clients to be selected 1. If there is only one client attending, complete the hourly clock in process instead. c. Click Confirm 5. Click the blueEmployee - Group Services Enter a Punch - Mobile App.pdf
the employee has active service accounts. b. Click the Clients drop-down to select the clients that are attending the group service i. Some programs require a minimum of two clients to be selected 1. If there is only one client attending, complete the hourly clock in process instead. c. Click Confirm 5. ClickImports - Static Data Reference File - Admin Guide.pdf
Target Profile Type Type Integer Employee 1 Client 2 Proprietary: For DCI and Customer Use Only 3 rev. 1/11/2023 Imports – Static Data Reference … Imports – Static Data Reference File – Admin Guide Client Transportation 15 Vendor 16 Funding Source Type Type Integer Government 1 Private 2 NonImport Module - Admin Guide.pdf
, client profile information, and much more. Import Process 1. Use the Import Formats article to enter the correct column headers on the top row of an Excel … . Refresh Billing Rate f. Approve Imported Client Fees (FI Only) g. Approve Imported Vendor Payment Entries (FI Only) h. Approve Imported Accrued TimeRoles Overview
Only All abilities of Base User role View accounts and account details View employees and employee details View clients and client details View punches … employee/client profile details Add employee/client service account Add/edit/approve/reject employee punch and client absentee/attendance punches AddWho can I send a message to in the messaging module?
message the following: Active employees and clients that have at least one active account (service or funding) linked to a cost center for which the user has a Supervisor role Active employees and clients that have their default cost center set to a cost center for which the user has a Supervisor roleBusiness Rule List
service codes, client transportation, vendor service codes, and group service codes. There are many different hard-coded business rules in the system that can … for a date of service where no pay rate is defined 1 None Client Discharge Punch Entry Business Rule Restrict adding a punch for a date of service