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Authorization - Monthly Budget
Description: In this topic, the user will learn how to add monthly budgets to authorizations. A monthly budget is derived from an authorization, but it is not the same as the Monthly Max. Monthly budgets are based on an algorithm and may allow a client to exceed 100% of their monthly budget. To enable Monthly BudgetsWhy is the "No Active Authorization Error" alert showing on my punch entry?
If you are attempting to save a punch entry and receive the error message, "There is no active authorization for this account. Please contact your supervisor." The service has expired OR No authorization has been created for the client for the particular service Please contact yourEmployee Views Personal Schedule - Video
are scheduled for the day Each shift will display the start and end time, total hours, and the client or program name, if applicable. Scheduled ShiftsApril 2021 Release Notes
Locations Employee Service Accounts Supervisor Dashboard Client Diagnosis Custom Fields Payroll and Billing Authorizations ReportsMobile App - Employee - Manage Unverified Entries
and is available to be verified in the approval process by the client, employer, or supervisor. Once approved, the status will change to Approved and the entryHow to view the details page by changing the URL?
In this topic, the user will learn how to manipulate a URL to view the details pages for a particular employee, client, authorization, punch, etc. This process saves time when trying to investigate entries, follow up on authorizations from reports, etc. Navigate to any page of the same object type you are tryingOffer and Claim Shifts - Video
for the client or program to claim When another employee claims the offered shift, a supervisor or employer will review the schedule swap request and approveJuly 2022 Release Notes
https://dcisoftware.us19.list-manage.com/track/click?u=6fbd946ee996acce9052496fd&id=5475114f02&e=7596c211cb and Preferred Language - Setting for Client or EmployeeReimbursements - Create and Update Service Codes to Allow Reimbursements - FI Mode Only
Description: In this topic, the user will learn how to create and update service codes to allow reimbursements. Reimbursements allow approved clients and employers to submit payments for reimbursement, per a client’s authorization. Reimbursements can only be created for dollar-based hourly service codes that allowWeb Portal Navigation
Dashboard Widgets The main dashboard has widgets which provide a quick view of employee time, client authorizations, care management, certification information