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Reports Guide.pdf
........................................................................................................................................................................................ 18 Client Approval Bypassed Punch Entry Report … Only 3 rev. 05/30/2024 Reports Guide Clients ReportFebruary_2021_Release_Notes.pdf
is the default tab and will display permissions that exist in DCI today including: • Authorization Admin • Case Worker Admin • Client Admin • Cost Center Admin • Day … with this privilege can see • The new permission detail is listed below: • Client Admin - Least Privilege: This is essentially the same as the existing Client AdminFebruary_2021_Release_Notes.pdf
is the default tab and will display permissions that exist in DCI today including: • Authorization Admin • Case Worker Admin • Client Admin • Cost Center Admin • Day … with this privilege can see • The new permission detail is listed below: • Client Admin - Least Privilege: This is essentially the same as the existing Client AdminWhat is the difference between Service Provider (SP) mode and Fiscal Intermediary (FI) mode?
(or their guardians) who are eligible for services and choose to self-direct their care For example, the individual (or their guardian) receiving services … Available Ability to select different OT rates based on the relationship between the employee and client Not Available Available Dollar BasedReports Guide
reports. Select the report to run from the flyout menu Enter desired criteria into the filters (i.e., filter by time frame, specific client, employee, service … all results up to the current date. Select Account Type: Filter results to one type of service account. Depending on the report type, choices include: ClientHow can I find a list of FOBs linked to clients in my DCI instance?
Locate FOBs Log in to DCI Click Settings on the main menu Click EVV on the submenu Click EVV FOBS on the flyout menu A read-only table with all FOBs in the instance will populate. Use the search/filter option to quickly locate FOBs. Related articles Related articles appear here based on the labels yoDCI Glossary
, parenting program, guardian, vendor, cost center, service code, regions, client funding account, employee service account, client service account, and vendor … entries based on criteria the agency can set. Examples of criteria include, "Does it put the employee into overtime?", "Does it put the client overWhat Are Custom Fields?
Guardian Vendor Cost Center Service Code Regions Client Funding Account Employee Service Account Client Service Account … on the Custom Field Values Report to the ProfileID column on the Employees Report Customer Fields can be created for the following items: Client ProfileBilling Quick Reference.pdf
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 at a timeBusiness Rules - Quick Reference.pdf
will outline the business rule name, descriptions, phases, and parameters. Currently, business rules can be set for hourly service codes, client transportation … Restrict adding a punch for a date of service where no pay rate is defined 1 None Client Discharge Punch Entry Business Rule Restrict adding a punch for a date