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  1. Import Formats - Admin Guide.pdf

    ............................................................................................................................................................................................................... 26 Guardian Client Link … String Third-party reference number for the Profile Optional Min Length: 1 Max Length: 200 Guardian Client Link Field # Field Type Description
    Direct Care Innovations / … / Import Formats - Admin Guide • May 02, 2024

  2. Caregiver Ratings - Admin

    (optional): If checked the client and/or guardian will receive emails after each punch entry to rate their experience with their caregiver. If not checked, the client … tab: Enable Caregiver Rating Emails (optional): If checked the client and/or guardian will receive emails after each punch entry to rate their experience
    Direct Care Innovations • Feb 28, 2023

  3. June 2021 Release Notes

    Profiles New Pay Rate Name column on the Entries tables for both Client and Guardian Profiles High Priority Message Banner now available on Client and Caseworker … Monthly Max, Weekly Max, and Daily Max columns Added Monthly and Weekly Summations The Authorization widget is now visible to Guardian Profiles  Employee
    Direct Care Innovations • Oct 18, 2023

  4. February 2022 Release Notes

    . The Guardian profile will now contain the Total Hours widget on the dashboard to help guardians effectively manage the hours of service for clients that are linked … PORTAL-1910 Include Client Total Hours Per Week widget on guardian profiles and give them access to any client they are a guardian for PORTAL-1201 Employer
    Direct Care Innovations • Jul 28, 2023

  5. Mobile - Add/Change & Verify Mobile Number

    will update to Change Mobile, allowing users to update their own mobile number as needed. Role Required: Super User, Supervisor, Client, Employer, Guardian, Case Worker
    Direct Care Innovations • Dec 05, 2023

  6. Import Formats - Admin Guide

    Length: 1 Max Length: 200 Guardian Client Link Field # Field Type Description Required Comments 1 ClientId Integer Client Id Unique Id of Client with whom the Guardian Profile needs to be linked Yes Must use existing Id in DCI 2 GuardianId Integer Guardian
    Direct Care Innovations • May 02, 2024

  7. June 2020 Release Notes FI.pdf

    : • Clients • Case Workers • Employers • Guardians Proprietary and Confidential: Do Not Distribute Monthly Budget Summary 16  Selecting the authorization hyperlink … at a time Proprietary and Confidential: Do Not Distribute Client Sign Off 9  Current State: User can not sign off or reject entry from Entry ID line  Future State
    Direct Care Innovations / … / June 2020 Release Notes for Fiscal Intermediaries • Dec 22, 2020

  8. Custom Fields

    Permission Required: Custom Field Admin Custom Fields can be created for: Client Profile Employee Profile Funding Source Authorization Residential Program Day Program Case Worker Profile Group Service Parenting Program Guardian Cost Center Service Code
    Direct Care Innovations • Mar 17, 2023

  9. Guardian Dashboard 1.PNG

    Direct Care Innovations / … / Mobile App - Guardian - Dashboard & Menu Navigation • Jan 10, 2023

  10. Guardian Dashboard 2.png

    Direct Care Innovations / … / Mobile App - Guardian - Dashboard & Menu Navigation • Jan 10, 2023