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View and Create Employee Schedules - Video
. Supervisors can view the employee schedule to see all scheduled shifts for the employee’s active service accounts, which is helpful when creating programs or client … -client shifts (e.g., PTO, sick, administration) Click Publish Review exceptions and make changes as needed Click Publish on the review exceptions windowApril 2023 Release Notes
will be available starting on Wednesday, May 3, 2023. *Previously: EVV locations are available to add to profiles (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs) Optionally, a location can be marked as primary to default on punch entries. If the client/group/program has oneFunding Source - Create, View, Edit, or Deactivate
EVV (optional – client attestation): Click the blue plus (+) icon to enable EVV options. These options all have a yes or no option. Selecting yes will turn … Verification Allow Mobile App Client Signoff Verification Approve Unverified EVV (optional): Yes or no options. If yes is selected, auto approvalResidential Program - Create, View, Edit, or Deactivate
Description: In this topic, the user will learn how to create, view, edit, and deactivate a residential program profile. A residential program profile is specific to a program in which a client receives services. A program profile links to one specific cost center and may serve multiple clients. Except for GroupParenting Program - Create, View, Edit, or Deactivate
Description: In this topic, the user will learn how to create, view, edit, and deactivate a parenting program profile. A parenting program profile is specific to a program in which a client receives services. A program profile links to one specific cost center and may serve multiple clients. Except for Group ServicesEVV Electronic Visit Verification Alternate Vendor Aggregation
service Punch Type - status of the punch i.e., new, update Client Profile ID - An unique id # for the client profile in DCI Employee Profile ID - An unique idSupervisor Profile - Create, View, Edit, or Deactivate
that has been assigned the supervisor role for a cost center. This role can manage employees, clients, service accounts, profile certifications, punch entries … Click Next EVV Location tab (not used for employees – specific to the client, where they are receiving service): Copy from Profile Address (optionalEmployer Profile - Create, View, Edit, or Deactivate - FI Mode Only
for associated cost center(s). An employer may have multiple clients. Roles Required: Super User Permissions Required: Employee Admin, Role Admin Mode: FI … is English Click Next EVV Location tab (not used for employees – specific to the client, where they are receiving service):Copy from Profile AddressWhere does the cost center on a payroll entry come from?
The cost center on a payroll entry comes from the service account. To enter time in DCI, the employee must have a service account linking them to the client or program. When the employee enters time, payroll and billing entries are created which are linked to the cost center information in the service accountMobile App - Base User Video
Description: In this topic, the user will learn about the DCI mobile app. Users will learn how to download the application, navigate, and utilize the app to clock in and out of a shift with client visit verification. Role Required: Employee (base user) Permission Required: N/A Click the video below to launch