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Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker, Employee (base user) with setting enabled
Permission Required: N/A
- Log in to DCI
Navigate to the Dashboard
Click Home on the main menu
Click Dashboard on the submenu
View the Authorizations widget
Enter the Client Name in the filter (Required)
Select the client name from list generated
Enter the Date of Service in the filter (Optional) - past, present, or future service date
Click Search
The authorizations widget will display approved authorizations based on the following profile types:
Client - View all their approved authorizations
Guardian - View all approved authorizations for clients linked to the guardian, on the client profile.
Supervisor - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center for which the user has the supervisor role
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Employer - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center for which the user has the employer role
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Caseworker - View all approved authorizations for clients and service codes the caseworker is linked to by either the funding source or funding account.
Super User - View all approved authorizations for all clients.
Employee (base user) - View all approved authorizations for clients that have an active service account and the setting "display auth widget" is enabled. Only account types hourly and client transportation will be viewable.
The authorizations widget displays the following details from the authorization:
Service Code
Start Date
End Date
Initial Balance
Remaining Balance
Pre Authorizations Holds
Current Available Balance
Monthly Max
Weekly Max
Daily Max
Click Reset, to clear filters and the
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authorizations widget
Repeat steps for each client as needed