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Add Reason Codes
to No. Monthly Usage Maximum Lower Bound: Numeric field, default is 0. Number of occurrences of usage of this reason for this client which when reached … . Maximum monthly allowed number of occurrences of use of this reason code for this client in a calendar month which when reached will result in the end user seeingEntries Restriction - Day(s) of Week and Holidays
selecting the client and service code, and clicking continue, the employee will be prompted with an alert stating "This client is not allowed to receiveCreate Other Payment Entries - Employer - FI Mode Only
the details page Click Actions Select New Bonus Payment from the drop-down menu Complete the Add New Bonus Payment form wizard Client (required): Type … Actions Select New Reimbursement Entry from the drop-down menu Complete the Add New Reimbursement Entry form wizard Client (required): Type and select fromNews Posts - Admin
. Examples of news posts would include notifying employees that a mobile app update is required or notifying clients that the office is closed due to a holiday. News … functionality is available for news posts for employee profiles (without any added roles or permissions, also known as base users) and client profiles. UsersJune 2022 Release Notes
added the column Client ID to the Authorization Entries Report and the column Account Reference to the Service Accounts Report. The changes can be accessed … in the help center. This feature is only available for attachments on Client and Employee profiles. Payroll Dump File A new column called Base Rate will be addedFebruary 2023 Release Notes
for clients and employees (base users). All other users (with appropriate access) must navigate to the specific client or employee details page, click the Entries TabManage Attachments
Description: Documents can be attached to any object in DCI, including but not limited to funding sources, cost centers, programs, employees, clients … to download. Downloading multiple attachments is only available for employee and client profiles Click the blue Download Selected Attachments button WhenResidential Program - Employees
for employees who work at a residential program for individuals with disabilities, and record absences for the clients who live there. Typically, a worker at the residential program will log into the DCI residential program profile so that employees can enter their time, and client absences can be recorded. The programVoid a Punch
, client, employee, service code, cost center, etc.) Click Search Results will display in the table below the filters Scroll to the final column on the right … menu Enter desired criteria into the filters (i.e., time frame, client, employee, service code, cost center, etc.) Click Search Results will displayImport Module - Admin Guide
Module Overview The Import Module provides a way to mass upload data into DCI. Examples of data that can be uploaded include cost centers, funding sources, client … Authorization Download Process Approve Imported Authorization Balance Adjustments Refresh Billing Rate Approve Imported Client Fees (FI Only) Approve