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Guardian Request for Client Services - Video
Service Click Clients on the submenu Select the client from the table Click the Schedule tab Click Actions Select Add New Request from the drop-down menu … may schedule a different employee. Add notes for the request, if needed. The request will appear on the schedule as pending and has been sentDCI Glossary
to approve the entry. DCI would auto-approve the entry instead. Base User Basic profile used to make punches, view accounts, entries, schedules … their schedule and provider entries, and to request services. Clients can also sign off on entries (EVV) via the web portal using their client profileMobile App - Client - Dashboard & Menu Navigation
sign off Entries – Click to access all of the time entries for services received Add Client Request– Click to request service. Only active if the scheduling module is enabled for the program. Schedules – Click to access client schedule. Only active if the scheduling module is enabled for the program. Message – ClickWhat is the "Needs Review" column on my employees' pending entries?
of the client's signature is required for EVV Geofencing failed (the employee was not clocking in from an approved location) Schedule variation (actual time worked is outside the acceptable deviation from the schedule) Client facial recognition failed (the picture taken at the time of service didImports - Static Data Reference File - Admin Guide
Admin 4 Funding Source Admin 2 Group Service Admin 13 Holiday Schedule Admin 8 Import Admin 16 Notes Sub Type Admin 26 … Center 7 Region 8 Holiday Schedule 9 Rollup 10 Message 11 Message Template 12 Certification Template 13Day Program Profile Overview
the day program. Click on other submenu options to check in or out, or view the schedule. DP2.PNG Clients From this submenu tab, a client can be checked … this page. DP5.PNG Schedule View the program schedule. All edits are made from the super user or supervisor profile. DP6.PNG Related articles Related articlesHow does DCI handle Daylight Savings Time?
When employees are working an overnight shift, it is important to understand how DCI will accommodate the scheduled time versus the actual time worked. DCI … the scheduled time because the clocks are set ahead one hour at 2:00 AM. When employees are working that same overnight shift while Daylight Savings Time endsCreate Availability Template - Video
Click the checkbox of the template to send to the supervisor for approval Click Publish and Save to confirm The schedule status has changed to Published. After … Publish. Click the checkbox of the template to send to the supervisor for approval Click Publish and Save to confirm The schedule status has changed to PublishedMobile App - Employee - Dashboard & Menu Navigation
for services provided Schedules – Click to access the schedule. Only active if the scheduling module is enabled. Care Management – Click to access care managementMobile App - Guardian - Dashboard & Menu Navigation
or guardian signature Schedules – If the scheduling module is enabled, click to access. Add New Client Request– If the scheduling module is enabled, click to request