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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 TimeWho 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 serviceMessage - Send a Message
Supervisors can 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