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System Set-Up - Admin Guide
program, parenting program, residential program, and group services Granting roles, i.e., supervisor or employer, or permissions to a user account (employee profile … . Roles Required: Super User, Supervisor Permissions Required: Employee Admin Required Entities Before Creation: Cost Center Employee Profile For HourlyMessage Templates - Admin Guide
to the creator of the object that triggered the message. For example, the creator of the punch entry for the Punch Created message template. Supervisor - Sends to users with the supervisor role for the cost center in which the event occurred Manual - Manually enter the names of the DCI users. Enter a specific userCreate Hourly Services Schedule - Video
of authorization dates, and over the daily or weekly max. Role Required: Super User, Supervisor Permission Required: N/A Create New Hourly Services Schedule … labels. Related issues video scheduling super_user supervisor create_schedule create_hourly_services_schedule scheduling_moduleNovember 2023 Release Notes
on the message template configurations. The Message Recipients field options include: All, Creator, Supervisor, Manual, Billing, or Payroll. *New: When a user … on the message template configurations. The Message Recipients field options include: All, Creator, Supervisor, Manual, Billing, or Payroll. When an admin changesService Accounts - Employee - Create, View, Edit, or Deactivate
User, Supervisor Permission Required: N/A Create an Employee Service Account Log into DCI Click Home on the main menu Click Employees on the submenu … deactivate_employee_service_account super_user supervisor system_set_up system_setupWhat is the "Needs Review" column on my employees' pending entries?
will appear. The red eye icon means the supervisor/employer must review or take action on the punch entry Examples of this include: VerificationTraining Module - Admin Guide
(required): Number of days before expiration that reminders will be sent to the employee and/or supervisor The system can generate reminder notifications … to be sent to the employee and/or supervisor. Final reminder will be indicated. The system can generate reminder notifications if the “certification reached reminderCare Management - Admin Guide
Management tab will be visible on the main menu in DCI. Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client Admin … add_plan_of_care add_goals add_tasks goals tasks plan_of_care task_question reports admin_guide super_user supervisor plan_of_care_admin client_admin care_management_moduleResidential and Parenting Programs - Absence Entries
Required: Super User, Supervisor Permission Required: Residential Program Admin, Parenting Program Admin Create an Absence Entry Log in to personal profile … residential_programs parenting_programs absence_entry attendance_entry absence attendance import_residential_program_attendance_entries super_user supervisorAttestation (*EVV) Workflow for Employees
required by most funding sources for services to be paid. There are multiple methods to complete EVV. Please contact a supervisor for specifics. Role Required … options may be enabled. Please contact a supervisor for specifics. Pin/Password Hand mobile device to client or authorized representative who enters