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Import Formats - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 3/27/2024 Import Formats – Admin Guide Description: In this guide, the user will learn how to use each of the import formats in the import module. Roles Required: Super User Permissions Required: Import Admin Contents Creating a TemplateSystem Set-Up - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 1/16/2024 System Set-Up - Admin Guide Description: In this guide, users will learn how to complete hourly … - Admin Guide Overview The graphic below is for an hourly service set-up in DCI. After these steps are completed, the user can build any type of serviceBilling Module - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 2/28/2023 Billing Module – Admin Guide Guide Description: In this guide, the user will learn about … .................................................................................................................................................... 14 Proprietary: For DCI and Customer Use Only 2 rev. 2/28/2023 Billing Module – Admin Guide GuidePayroll Module - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 04/19/2023 Payroll Module - Admin Guide Description: In this guide, the user will learn about … . 04/19/2023 Payroll Module - Admin Guide Overview The payroll module allows users with the payroll role to review, batch, process, approve and reconcileTraining Module - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 6/13/2023 Training Module – Admin Guide Description: In this guide, the user will learn how to use … : Super User Permissions Required: Training Admin Contents Training Module OverviewImports - Static Data Reference File - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 1/11/2023 Imports – Static Data Reference File – Admin Guide Description: In this guide you will learn … of data points. These instances are represented in the Import Formats Admin Guide by the phrase “See ‘Static Data Reference File’ in the Help Center.” The dataCare Management - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 01/09/2024 Care Management - Admin Guide Description: In this guide, the user will learn about the Care … . Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client Admin Contents Setting Up Care Management for a ClientCase Workers - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 10/03/2023 Case Workers – Admin Guide Description: In this guide, the user will learn how to create, link, edit, and manage Case Worker profiles. Roles Required: Super User Permissions Required: Case Worker Admin Contents Case Worker OverviewImport Module - Admin Guide.pdf
Proprietary: For DCI and Customer Use Only 1 rev. 2/01/2023 Import Module – Admin Guide Description: In this guide, the user will learn about the import module in DCI. Roles Required: Super User Permissions Required: Import Admin Contents Import Module OverviewImport Formats - Admin Guide
Description: In this guide, the user will learn the import formats. Roles Required: Super User Permissions Required: Import Admin Creating a Template … 3 Letter Country Code Yes Should be USA 8 FundingSourceType Int Type of Funding Source (1, 2, 3) Yes See “Admin Guide: Static Data