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June 2021 Release Notes .pdf
to Guardian Profiles. Proprietary: For DCI and Customer Use Only Profiles 1 4 Proprietary: For DCI and Customer Use Only Client & Guardian Profiles: Pay Rate Name 15 • Client and Guardian Profiles now have a Pay Rate Name column and search filter on the Entries Requiring Sign Off page. • If the punch does not have a Pay RateDecember 2023 Release Notes
customer! Mobile Numbers on Employee, Client, Guardian, Case Worker Profiles Now available - users can change their own mobile number when needed! *Previously … https://dciconfluenceprod.dcisoftware.com/display/DCI/Reports+Guide Client Diagnosis Enhancement Client Diagnosis is now easier to manage! Additionally, the associated import has beenAdd Notes - Web Portal
: Client, Guardian, Supervisor, Employer, Super User, Caseworker, Employee (base user) Permission Required: N/A Log in with personal profile NavigateSystem Set-Up - Admin Guide.pdf
. **Code (optional) xvi. *Region (optional): The region in which the client receives services, as designated by the funding source. xvii. *Guardian (optional): Client’s guardian name if the client is not his or her guardian xviii. *Fee (optional): The fee charged to the program for serving the client xix. *PrimaryMobile App - Portal Signoff Attestation (*EVV) at Punch
process is not complete until the client, guardian, or employer logs in and approves the punch in the web portal. *Please note: EVV is determined by each state … Description: In this topic, users will learn how to enter a punch with portal signoff client attestation (*EVV) in the mobile app for web portal signoffSystem Set-Up - Admin Guide
): 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 code that enables the client’sAttestation (*EVV) Workflow for Employees
entries are not EVV compliant. Mobile App Portal/Mobile Web Phone If EVV is not obtained during the shift via mobile app, the client/guardian … and is specific to the employee, client, and service provided. Options include: Clock Out Only - Requires EVV completion at the end of a shift ClockScheduling Module - Supervisor
or the employee Click R to reject the request The client/guardian will be notified when the review is complete if the message template is enabled Review … for each client View employee shifts Prevent scheduling of overtime and over authorization Prevent double scheduling of employees and clientsScheduling Module - Guardian
: N/A Contents: View Client Schedule - Web Portal Client schedules can be viewed when your coordinator has published them. Log in to the guardian profile … be viewed when published. Log in to the guardian profile Click the Menu icon (hamburger menu) in the upper left corner Click Clients on the menu SelectFebruary 2020 Release Notes.pdf
on the New Client Service Account wizard shall be present on the import file. Proprietary: For DCI and Customer Use Only Guardian 11 Current State: • Users cannot import guardian profiles or client links Future State: Users will be able to import Guardian Profiles Users will be able to import Guardian