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  1. Authorization - Manage Remaining Balances

    Permission Required: Authorization Admin, Import Admin Search, View, Edit, and Export Authorization Balance Adjustment Reasons Log in to profile Select … or the red R to reject the adjustment.  Import Authorizations Authorizations, including initial balance, updates to the remaining balance
    Direct Care InnovationsOct 18, 2023
  2. Client Fees

    : Client fees only apply to dollar-based authorizations. Client Fees can be mass-imported and mass-approved. To learn how to import Client Fees, see the article Admin Guide - Import Module in the Help Center.  Role Required: Super User, Billing Team  Permission Required: Import Admin FI Mode Only  Add Client Fee Type
    Direct Care InnovationsSep 26, 2023
  3. October 2023 Release Notes

    https://dciconfluenceprod.dcisoftware.com/display/DCI/Case+Workers+Guide System Set-up - Admin Guide https://dciconfluenceprod.dcisoftware.com/display/DCI/System+Set-Up+-+Admin+Guide Import Formats … https://dciconfluenceprod.dcisoftware.com/display/DCI/Authorization+Remaining+Balances+as+Time+in+the+Mobile+App Import Enhancement - Service Codes - Added four new
    Direct Care InnovationsOct 18, 2023
  4. Billing Quick Reference

    , and billing roll-ups. Role Required: Superuser, Billing Team Permission Required: N/A Account Type Name Id (for imports) Description … Services Account. Similarly, just because a billing unit is Daily, does not mean that it has to be tied to a Day Program Account. Name Id (for imports
    Direct Care InnovationsApr 04, 2024
  5. Residential and Parenting Programs - Absence Entries

    Optional - Click the Save as Report Download Preference checkbox to save the report preference Click Download Import Residential Program Attendance Entries If absence entries are entered into the system, attendance entries will not be generated for that day. Use the Residential Program Entries Import
    Direct Care InnovationsMay 08, 2023
  6. March_2021_Release_Notes.pdf

    • Current state – Currently the Auto Approval (AA)/Import Mass Approve is skipping entries that fail the Max Hours Per Week Per Employee entirely and there is nothing
  7. March_2021_Release_Notes.pdf

    • Current state – Currently the Auto Approval (AA)/Import Mass Approve is skipping entries that fail the Max Hours Per Week Per Employee entirely and there is nothing
  8. Managing Entries - Guide.pdf

    for the employee and funding account 8. Use the Accrued Time Adjustment Entries import to add a balance to the employee service account created above a. Import
  9. July 2023 Release Notes

    +Balances+as+Time+in+the+Mobile+App Import Enhancement - Service Codes - Added four new columns: ShowRemainingBalance, ShowMonthlyBalance, ShowWeeklyBalance, ShowDailyBalance Import>Settings>Service Codes Resources: Import Formats - Admin Guide https://dciconfluenceprod.dcisoftware.com/display/DCI/Import
    Direct Care InnovationsOct 18, 2023
  10. EVV FOB - Admin

    . EVV Fob Imports Fobs can be imported into DCI. To learn about how to do imports, see the “Admin Guide - Import Module” in the DCI Help Center. Related
    Direct Care InnovationsAug 11, 2023