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  1. Billing Quick Reference

    Key Characteristics Examples Hourly Services 1 Used for any type of individualized service where an employee is working with one client at a time in any capacity. Funding source pays based on service provided (hourly, daily, milestone, etc.). ·       Not site-based ·       Employee works with 1 client
    Direct Care InnovationsApr 04, 2024
  2. Authentication Guide.pdf

    . Employee PINs can be used to log in to the mobile app and to clock in and out of the phone EVV system. Client PINs can be used to log into the mobile app
  3. Roles 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 Add
    Direct Care InnovationsMay 17, 2024
  4. Group Service - Supervisor Guide

    , default is no. Select yes to enable geofencing for this program. Requires Multiple Clients Per Punch (required): Yes or no options, default is no. Select yes to require employees to select more than one client upon punch creation. Minimum # of Attendees (required if selected yes on Requires Multiple Client Per Punch
    Direct Care InnovationsMay 02, 2024
  5. Care Management - Admin Guide

    Plan (ISP) of a client. An Individual Support Plan (ISP) is defined as documentation of the activities, resources, and supports that an individual, Personal Agent … Management tab will be visible on the main menu in DCI. Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client Admin
    Direct Care InnovationsJan 09, 2024
  6. Case Workers Guide

    of clients and run reports. Profile Activation After the case worker profile has been created, DCI will send a system-generated email (sender email address … organizations may use the care management module which includes client overview and summary, care notes, and plan of care information. See the Care Management
    Direct Care InnovationsMar 13, 2024
  7. Status - Quick Reference

    ● Pending ● Active ● Extended Leave   Client Status Description: Identifies the status of the client. All system tasks can be done for the client regardless of client status. However, no new entries can be entered past the specified discharge date or when a client is in suspended status. Edit: Client Details
    Direct Care InnovationsJan 05, 2024
  8. Enter a Punch - Mobile App

    process before clocking in again. The Clock In button will not display if the user has an open shift Complete the Clock In page Client - If there is only one client the field will auto-populate. If the user provides service to more than one client, click on the field and then select the client from the list
    Direct Care InnovationsJul 17, 2023
  9. Time Entry - Account Type Hourly

    with one client. The hourly account type may be entered using the following methods: Mobile app Phone EVV FOB Web portal Allowing web portal punch … Complete the Clock In page Client - If there is only one client the field will auto-populate. If the user provides service to more than one client, click
    Direct Care InnovationsOct 18, 2023
  10. Scheduling Module - Day Program Supervisor

    Schedules tab View clients' schedules via the Clients Schedules tab View all employees and clients with an active service account for the program Prevent scheduling of overtime and over authorization Prevent double scheduling of employees and clients Manage shift swapping Manage client requests for services Manage
    Direct Care InnovationsAug 01, 2023