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Guardian Dashboard 3.PNG
Manage Client Diagnosis
Description: In this topic, the user will learn how to add a diagnosis code to a client profile. The diagnosis code is an ICD-10 or other code type that enables the client's eligibility for service, as required by some funding sources. The diagnosis code can be added: To an existing client profile as indicatedClient Fees
Description: In this topic, the user will learn about client fees. Client Fees allow a user to specify various fee types in the system and associate them … : Client fees only apply to dollar-based authorizations. Client Fees can be mass-imported and mass-approved. To learn how to import Client Fees, see the articleMobile App - Client Transportation
Description: In this topic, the user being reimbursed for mileage will learn how to create a client transportation punch. Client transportation is used … . Not all programs offer client transportation. This is an optional clock in process for programs who have enabled it. *Please note: For multiple stopsUnlock an Employee or Client Profile
Description: In this topic, the user will learn how to unlock an employee or client profile. The organization determines the number of times an employee or client can attempt to log in before their account is locked. A user within the organization with the appropriate role or permission must unlock the profile soTransportation, Client Transportation, Drive, and Mileage
Description: In this topic, the user will learn about the various transportation types including transportation, client transportation, drive, and mileage … , and a client. Specific to the day program A way for the funding source to pay the day program for transportation to and from the program TypicallyCaregiver Ratings - Client
Description: In this topic, the client will learn about caregiver ratings. DCI has a setting that allows clients to rate service received from caregivers. If the caregiver rating setting is enabled, clients have the ability and option to rate service received per caregiver punch entry. Caregiver rating is availableVendor Payment Entry - Client
Description: In this topic, the user will learn about vendor payments as a client. Vendor Payments provide the ability to submit payments to approved vendors, per a client’s authorization. Clients are unable to submit vendor payments using DCI. To submit a vendor payment, contact the employer or program. Clients mustClient Views Schedule - Video
Description: In this topic, the user will learn how to view their schedule. The client schedule is a convenient way to view all shifts for all associated employees, easily request services, and receive notifications when changes are made to the schedule. *Please note: The client schedule is visible afterClient Request for Services - Video
Description: In this topic, the user will learn how to request service. Role Required: Client Permission Required: N/A Request Service Log in to DCI Click Schedules on the submenu Click Actions Select Add New Client Request from the drop-down menu Complete the Client Requests form Day – Select date Time
