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Client Guide.pdf
profile and oversees services for more than one client, they will have login credentials for each client profile. Guardian Profile The guardian profile … and to view and track authorization information. A user with the guardian profile may have access to one or more clients. While the guardian profile can be linkedClient Guide
client, they will have login credentials for each client profile. Guardian Profile The guardian profile is for parents, family members, guardians, or other … with the guardian profile may have access to one or more clients. While the guardian profile can be linked to multiple clients, the client profile can onlyAuthorizations Widget
setting is only available for the account types hourly and client transportation. Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker … authorizations based on the following profile types: Client - View all their approved authorizations Guardian - View all approved authorizations for clients linkedAttestation (*EVV) Workflow for Employers and Supervisors
Phone The client/guardian will be required to log in to the portal and perform manual Portal Sign Off in the following situations: Portal Signoff … is entered after the shift rather than using real-time clock in and out via mobile app, the client or guardian will need to review the punch and provide signClient Profile - Create, View, Edit, or Deactivate
) *Region (optional): The region in which the client receives services, as designated by the funding source. *Guardian (optional): Client’s guardian name if the client is not his or her guardian *Fee (optional): The fee charged to the program for serving the client *Primary Diagnosis (optional): The ICD-10 codeJanuary 2023 Release Notes
by using the client filter search function. The user profiles - client, guardian, supervisor, employer, caseworker, and super user had the authorizations widget … , or future, and will return approved authorizations. The user profiles client, guardian, supervisor, employer, caseworker, and super user profiles will maintainDCI Help Center
https://dciconfluenceprod.dcisoftware.com/dosearchsite.action?queryString=base_user&where=DCI&additional=none&labels=&contentType=page Client & Guardian https://dciconfluenceprod.dcisoftware.com/dosearchsite.action?cql=siteSearch+~+%22client+guardian%22+and+space+%3D+%22DCI%22&queryString=client+guardian Click here to view all Client & Guardian related articlesOctober 2023 Release Notes
12, 2023. Client Total Hours Widget Enhancement *Now available for Guardian profiles in the mobile app.* The widget allows the user to view and verify … in both the web portal and mobile app for the following profiles: Super User, Supervisor, Employer, Client, Guardian Resources: Client Total HoursPermissions Overview
: Add, view, and edit client and guardian profiles across the system Cost Center Admin: Add, view, and edit cost center across the system Day Program Admin … across the system. Least Privilege Permissions (FI) Client Admin: Add client and guardian profiles across the system. View and edit client and guardianMessage Templates - Quick Reference
. Applicable to employee, client, guardian, and case worker profiles. Admin Changed Email: The owner of the email address receives a notification that the email … Refreshed: The PayRate refresh process on a payroll batch has completed Portal Signoff: Client signoff is completed on a punch Signoff Rejected: Client