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Case Workers Guide.pdf
into the mobile app, web portal, or mobile web, you may see one or more news posts, which display important information from the organization or programMobile App - Supervisor - Dashboard & Menu Navigation
the DCI messaging module. Message certain members of your program or receive system-generated messages and notifications. For more information on the messaging … for the program. Employees - List of employees in the instance Access employees associated with the user by clicking on the employee's name to open the detailsMobile App - Employer - Dashboard & Menu Navigation - FI Mode Only
to access the DCI messaging module. Message certain members of your program or receive system-generated messages and notifications. For more information … to access the user's schedule. Only active if the scheduling module is enabled for the program. Employees Access employees associated with the user by clickingEnter a Punch - Web Portal
: Residential and Day program punch entries must be entered through the program profile on the shared device for the location. Role Required: Employee (base user … . Statements/Tasks - Visible only if required by your program. The entry cannot be saved without selecting one or more. Click Save and Yes to confirmScheduling Module - Employee
Description: In this topic, the user will learn how to use the scheduling module as an employee for services provided for clients and programs. The schedule … for a shift. In the scheduling module employees can do the following: View their shifts, even if they work for multiple clients and programs. OfferWhat are rollups?
Rollups are a group of entries, similar to how an invoice would include a specific set of entries. Rollup functionality allows a quick view of every rollup in the system along with the current status. Included entries are determined by the rollup setting on the service code. This field is called Billing Rollup TypeRoles Overview
Multiple permissions can be selected Roles: Allow user to perform a group of tasks for specific cost center(s) Access to perform several tasksMessage Templates - Quick Reference
Day Program Out Of Ratio: The number of employees clocked in at a day program does not match the number of required employees based on the published Day Program … in for scheduled True Clock In/Out shift (Day Program, Residential Program) Schedule Entry Rejected: A schedule entry is rejected due to a profile certification expiringFOB EVV Punch
client’s home. FOB EVV is not available for all programs. There is a replacement cost for lost, missing, or broken FOBs. Speak with a supervisor for details. Role … Name Account Type: Hourly Follow the steps below to complete the required fields. Each program may have different requirements or additional fieldsJune 2021 Release Notes
Service Accounts (ESAs) New (optional) Day of Week Restriction New (optional) Holiday Restriction Pay Rate Effective Date is now editable Profiles Group