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Description: In In this topic, the user will learn how to create, view, edit, and deactivate a residential program profile. A residential program profile is specific program profile is specific to a program in which a client receives services. A program profile links to one specific cost center and may serve multiple clients. Except for Group Services, employees log into program profiles to add punches, view entries, and view the program schedule.
Role Required: Super User
Permission Required: Residential Program Admin
Create a Residential Program Profile
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Log in to DCI
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Click Home on the main menu
Click Residential Programs
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on the submenu
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Click Actions
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Select Add New Residential
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Program from the drop-down
Complete the form wizard
Basic Demographics tab:
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Name (required): Must be at least six
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characters
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Address (required): After entering, click the blue Search Location hyperlink to populate GNIS Code.
Time Zone (optional): Select from drop-down
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Phone (required)
Alternative Phone (optional)
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Email (required): Will receive an email to activate the profile
Cost
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Center (required)
Weekly Default Hours (optional): Enter only if the program does not operate 24x7
Provider Service Location (optional): Unique location identifier such as program license number
Profile Reference (optional)
On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift
Allow Sleep Shift: Yes or no options, default is yes. Select no if sleep shifts will not be permitted.
EVV Required: Yes or no options, default is yes. Select no if not required.
Sleep Shift Start and End: Visible and required if yes was selected in Allow Sleep
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Shift field.
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Click Next
EVV Location tab (optional): Can be added at a later date
Copy from Profile Address (optional): Copies address from the Basic Demographics tab
EVV Location
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Name (required): Name of the location
EVV Location
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Type (required): Select from drop-down
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Address (required): Location address. Prefills if Copy from Profile Address box was checked.
Phone Number (optional)
Phone
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Verified (required): Select yes or no, has the phone number been verified for Phone EVV?
Phone Type (optional)
Phone Carrier (optional)
Begin
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Date (required): First date the location is approved for use
End Date (optional): If applicable, the last date the location is approved for use.
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Status (required): Defaults to active. Change to inactive when the program is no longer valid.
Primary (optional): Select if this is the primary location to provide services
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Click Next
Authentication Information tab:
IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
Username (optional to change): Employees will use for program log in
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Password (required): Employees will use for program log in
Confirm
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Password (required): Enter same password to confirm
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Pin (required): Used to log in to the program from a mobile device
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Status (required): Defaults to active. Change to inactive when program is no longer valid.
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Click Next
Confirm summary details
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Click Save to continue
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and Yes
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to confirm
View, Edit, or Deactivate a Residential Program Profile
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Log in to DCI
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Click Home on the main menu
Click Residential Programs
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on the submenu
Use filters to find residential program and
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click Search
Click anywhere on the row to open the residential program details page
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Click Actions
Select Edit Residential
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Program from the drop-down
To deactivate, update the status
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to Inactive
Edit as needed
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Click Save and Yes to confirm