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Managing Entries - Guide.pdf
. Roles Required: Super User, Supervisor, Employer Permissions Required: N/A Contents Available Actions by Entry Status … , by an employee (E) and by a user with a Supervisor role (S) for the cost center in which the entry was made. *Please note: In FI Mode, Employer is equivalentReimbursements - Create Entries - FI Mode Only
Description: In this topic, the user will learn how to create a new reimbursement entry. Reimbursement allows approved clients and employers to submit employee/employer reimbursements, per a client’s authorization. *Please note: Employers can edit or reject pending reimbursement entries. Approved entries canWhat is the difference between Service Provider (SP) mode and Fiscal Intermediary (FI) mode?
(commonly referred to as a participant), may choose their employer or employees. Participants may be their own employer Employers … Supervisor Role Available Available Employer Role Not Available Available Service Type All Service Types Available All Service TypesReimbursement - Client Creates Reimbursement Entry - FI Mode Only
a client’s authorization. *Please note: Employer reimbursements must be enabled on the client profile and the service code for the reimbursement entry option to be visible. Role Required: Client Profile with Employer Reimbursements Enabled Permission Required: N/A FI Mode Only Log in with personal profileAuthentication Guide.pdf
or employer for assistance who can send a reset password email that will allow the user to reset the security question. c. Click the blue Verify button dFebruary_2021_Release_Notes.pdf
functionality: • Employer Punch Entries Report PDF (run by users with ER role) • Residential Billing Absentee Report • Parenting Billing Absentee Report … 26 1. Can View Notes allows a caseworker to see notes linked to clients and punch entries created by a base employee or employer 2. Can View AttachmentsFebruary_2021_Release_Notes.pdf
functionality: • Employer Punch Entries Report PDF (run by users with ER role) • Residential Billing Absentee Report • Parenting Billing Absentee Report … 26 1. Can View Notes allows a caseworker to see notes linked to clients and punch entries created by a base employee or employer 2. Can View AttachmentsClient Guide
be linked to one guardian profile. Employer Profile The employer profile is for the employer of record who could be the client, parent, or other designated representative. It is the individual that hires and fires employees, who are those that render services to the client. A user with an employer role may manageScheduling Module - Employee
scheduling notifications *Please note: The DCI scheduling module is used by some organizations. Please contact a supervisor or employer regarding usage. Role Required: Employee (base user) Permission Required: N/A Contents: View Schedule - Web Portal The supervisor or employer will create the employee'sOffer and Claim Shifts - Video
organizations. Please contact a supervisor or employer to verify utilization. Role Required: Employee (base user) Permission Required: N/A Offer Shift Log … for the client or program to claim When another employee claims the offered shift, a supervisor or employer will review the schedule swap request and approve