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1. Admin Guide - Case Workers

   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 Case Worker Overview In DCI, a case worker is a person who works for the funding source that may need specific access to a client’s
   Direct Care Innovations • Oct 03, 2023

2. Billing Module - Admin Guide

   Description: In this guide, the user will learn about the billing module. Roles Required: Super User, Billing Team Permissions Required: N/A Contents: Overview  The billing module allows users with the billing role to review, batch, process, approve and reconcile entries for billing purposes. The system will g
   Direct Care Innovations • Feb 05, 2024

3. Payroll Module - Admin Guide

   Description: In this guide, the user will learn about the Payroll Module. Roles Required: Super User, Payroll Team Permissions Required:  N/A Contents: Overview  The payroll module allows users with the payroll role to review, batch, process, approve and reconcile entries for payroll purposes. The system will
   Direct Care Innovations • Feb 05, 2024

4. Message Templates - Admin Guide

   Description: In this topic, the user will learn about message templates. Message Templates are automated messages and notifications that are sent to DCI users based on specific events or triggers in DCI. Message Templates can only be edited by a Super User. Message Templates are split into two categories, messages and
   Direct Care Innovations • Jul 31, 2023

5. Caregiver Ratings - Admin

   Description: In this topic, the user will learn how to enable caregiver rating emails on client profiles and view caregiver ratings. If the caregiver rating setting is enabled, all clients who receive hourly services can rate the service received for every punch entry, however, it is not a requirement. If caregiver rat
   Direct Care Innovations • Feb 28, 2023

6. February_2021_Release_Notes.pdf

   and Confidential: Do Not Distribute 9 • New Post Admin permission has been created to grant user access to New Post functions • Currently only a Super User can create a News Post and only the Super User who created a News Post can edit it • This permission allows both Super User and user with News Post Admin
   Direct Care Innovations / … / February 2021 Release Notes • May 19, 2022

7. February_2021_Release_Notes.pdf

   and Confidential: Do Not Distribute 9 • New Post Admin permission has been created to grant user access to New Post functions • Currently only a Super User can create a News Post and only the Super User who created a News Post can edit it • This permission allows both Super User and user with News Post Admin
   Direct Care Innovations / … / May 2021 Release Notes • May 19, 2022

8. Permissions Overview

   of tasks. Role Required: Super User Permission Required: Permissions Admin Fiscal Intermediaries (FI) For FIs, permissions fall into 3 categories: Global … configurations. This permission type can be issued on its own or in addition to roles. Global Permissions (FI) Authorizations Admin Access (Authorizations
   Direct Care Innovations • Sep 26, 2023

9. January 2024 Release Notes

   Management Module) This feature will be avaliable on Wednesday, January 31, 2024! This new setting allows admin users to determine if employees are required … = Yes - Care note required on import Resources: System Set-Up - Admin Guide https://dciconfluenceprod.dcisoftware.com/display/DCI/System+Set-Up+-+Admin
   Direct Care Innovations • Feb 07, 2024

10. April 2023 Release Notes

    Automation https://dciconfluenceprod.dcisoftware.com/display/DCI/Payroll+Batch+Automation Payroll Module - Admin Guide https://dciconfluenceprod.dcisoftware.com/display/DCI/Payroll+Module+-+Admin+Guide Validate.PNGProcess.PNG Require EVV Locations Do you work with a state or program that requires you to collect
    Direct Care Innovations • Oct 18, 2023