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Description: In In this topic, the user will learn how to create, view, edit, and deactivate a day program profile.
Role Required: Super User
Permission Required: Day Program Admin
Create a Day Program Profile
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Log in to DCI
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Click Home on the main menu
Click Day Programs
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on the submenu
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Click Actions
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Select Add New Day
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Program from the drop-down
Complete the form wizard by completing each of the following four tabs
Basic Demographics tab:
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Name (required): Must be at least six characters
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Address (required): After entering, click the blue Search Location hyperlink to populate the GNIS Code
Time Zone (optional): Select from drop-down
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Phone (required)
Alternative Phone (optional)
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Email (required): The email
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address associated with the basic demographics section of the form will receive an email to activate the profile
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Holiday
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Schedule (required): Select the holiday schedule from the drop-down that applies to this program. Create as needed.
Cost
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Center (required)
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
Operations Hours (required): Hours the program is open and serving clients
EVV
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Required (required): Yes or no options, default is yes. Select no if not required.
Logo (optional): Attach logo if desired
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Click Next
EVV Location tab (optional): Can be added later
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
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 this for program log in
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Password (required): Employees will use this for program log in
Confirm Password (required): Enter the 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 the program is no longer valid.
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Click Next
Review Summary tab:
Confirm summary details
Click Save
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to continue
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and Yes
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to confirm
View, Edit, or Deactivate a Day Program Profile
Log in to DCI
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Click Home on the main menu
Click Day Programs
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on the submenu
Use the filter Type Day Program Name to search for the day program
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Click Search
Select the program from the table by clicking anywhere in the row
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Click Actions
Select Edit Day
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Program from the drop-down
To deactivate, update the Status field on the Authentication Information tab
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to Inactive.
Update or edit
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the form wizard as needed
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Click Save and Yes to confirm