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System Set-Up - Admin Guide.pdf
Type (required): Entries will be reported by billing rollup ID by the client 1. None – Each entry has a unique billing rollup id 2. Daily – Entries … or no options, defaults to no. x. Display Monthly Budget Link (instance level setting): Monthly budget report will be linked to the authorizationsMarch 2022 Release Notes
of this release happen behind the scenes, we are pleased to inform you of enhancements to our reports. We have added columns and/or filters to the reports listed below. In addition, we have reordered the columns in these reports where necessary. Billing>Rollups Detail Report Group Service Profile Report Group ServiceJune 2022 Release Notes
of the features of this release happen behind the scenes, we are pleased to inform you of the following new features and enhancements. Report Enhancements We have added the column Client ID to the Authorization Entries Report and the column Account Reference to the Service Accounts Report. The changes can be accessedMarch_2021_Release_Notes.pdf
recorded on the Punch Details > Auto Approval tab or on the Auto Approval Report • Future State – The system shall be enhanced so that the AA functionality … , but AA it will now record that it did not approve the entry on both the Punch Details > Auto Approval tab and on the Auto Approval Report ProprietaryMarch_2021_Release_Notes.pdf
recorded on the Punch Details > Auto Approval tab or on the Auto Approval Report • Future State – The system shall be enhanced so that the AA functionality … , but AA it will now record that it did not approve the entry on both the Punch Details > Auto Approval tab and on the Auto Approval Report ProprietaryApril 2023 Release Notes
+Intermediary+Admin+Guide%3A+Import+Formats Report Enhancement - Service Codes Report - Require EVV Location column added Reports>Settings Reports>Service Codes Report Resource: Reports Guide https://dciconfluenceprod.dcisoftware.com/display/DCI/Reports+Guide Require EVV Location.PNG Report EnhancementMay 2024 Release Notes
%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C80000%7C%7C%7C&sdata=21qdiIup1fPO0NwBRvxNwgAavYyRVPpvMhRryPlEI0w%3D&reserved=0 Report Enhancement Service Accounts Report - Added columns Client ID, Start Date, and End Date Reports > COA Reports > Service Accounts Report Resource: ReportsGroup Service - Supervisor Guide
to the Availability Templates page at any time to view an employee’s availability Reports Description: There are several scheduling reports regarding group services available to supervisors: Employee Schedule Report Client Schedule Report Group Service Schedule Report Missed Shift Report Click ReportsEVV FOB - Admin
the search box EVV Reports The following are the EVV report options. The Fob Report is going to have information about Fob EVV. EVV Entries Report Geofence Report EVV Phone Report FOB Report Portal Sign Off Report Access EVV Phone Report Log in to a profile with the appropriate role and/or permissionWhat are rollups?
and pertains to the ID number listed per client per service code on the billing file and report. They include: None - Each entry has a unique billing rollup ID … billing rollup ID number There are two rollup reports available. To access: Select Reports from the main menu Select Billing Reports from the submenu