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  1. Funding Source - Create, View, Edit, or Deactivate

    or change labels. Related issues funding_source system_setup create_funding_source view_funding_source edit_funding_source
    Direct Care Innovations • Apr 17, 2023

  2. Service Accounts - Client Service Accounts - Create, View, Edit, or Deactivate

    view_client_service_account edit_client_service_account deactivate_client_service_account super_user supervisor system_setup system_set_up
    Direct Care Innovations • May 01, 2023

  3. Day Program - Create, View, Edit, or Deactivate

    day_programs programs super_user day_program_admin system_set_up system_setup
    Direct Care Innovations • May 01, 2023

  4. Client Profile - Create, View, Edit, or Deactivate

    system_setup client_profile edit_client create_client_profile view_client_profile deactivate_client_profile super_user client_admin system_set_up
    Direct Care Innovations • Apr 10, 2023

  5. Employee Profile - Create, View, Edit, or Deactivate

    employee_admin system_setup system_set_up
    Direct Care Innovations • Apr 10, 2023

  6. Create Employee Service Accounts - Video

    . Related issues video service_accounts employee_service_accounts create_employee_service_account super_user supervisor system_setup
    Direct Care Innovations • Jul 31, 2023

  7. Case Worker Profile - Create & Link to Funding Source or Funding Account, View, Edit, or Deactivate

    link_case_worker_profile_to_funding_source funding_account funding_source system_setup system_set_up
    Direct Care Innovations • Oct 18, 2023

  8. Supervisor Profile - Create, View, Edit, or Deactivate

    . system_set_up system_setup supervisor_profile create_supervisor_profile view_supervisor_profile edit_employer_profile deactivate_employer_profile super_user
    Direct Care Innovations • Oct 18, 2023

  9. Employer Profile - Create, View, Edit, or Deactivate - FI Mode Only

    role_admin system_set_up system_setup fiscal_intermediary
    Direct Care Innovations • Oct 18, 2023

  10. System Set-Up - Admin Guide

    Description: In this guide, users will learn how to complete hourly system set-up, along with all profile types. Roles Required: Super User, Varies by object Permissions Required: Varies by object Contents Overview The information below is for an hourly service set-up in DCI. After these steps are completed, th
    Direct Care Innovations • Mar 05, 2024