Page History

Employee Profile:

SSN & Verify SSN > needs to be entered

Allow SSN Retrieval > Select Yes

• Short version (4 digits) of SSN is being aggregated - full SSN required
• Employee SSN is not entered into DCI

1. Log in to DCI
2. Click Home on the main menu
3. Click Employees on the sub menu
4. Use the filter to search for the employee, select the employee by clicking anywhere on the line in the table
5. Click the Actions button
6. Click Edit Employee in the Actions dropdown
7. The Edit Employee form wizard will open
8. On the Basic Demographics tab verify/update the following fields
   1. SSN and Verify SSN - enter SSN for employee
   2. Allow SSN Retrieval - select Yes
9. Click Save
10. Click Yes in the confirmation alert window

Service Code:

Default HCPCS Code 

• Missing default HCPCS code
• Default HCPCS code incorrect

1. Log in to DCI
2. Click Settings on the main menu
3. Click Funding on the sub menu
4. Use the filter to search for the funding source, select it by clicking anywhere on the line in the table
5. Scroll down and select the Service Code tab
6. Select the Service Code with the error from the table
7. Click the Actions button
8. Click Edit Service Code in the Actions dropdown
9. The Edit Service Code form wizard will open
10. Update the Default HCPCS Code field
11. Click Save
12. Click Yes in the confirmation alert window

Client Profile:

Address

• Client address value incorrect (length should be between 1-30)
• Client address format incorrect (can not contain special characters)

1. Log in to DCI
2. Click Home on the main menu
3. Click Clients on the sub menu
4. Use the filter to search for the client, select the client by clicking anywhere on the line in the table
5. Click the Actions button
6. Click Edit Client in the Actions dropdown
7. The Edit Client form wizard will open
8. On the Basic Demographics tab verify/update the following fields
   1. Address
9. Click Save
10. Click Yes in the confirmation alert window

Funding Source:

Require Reason Code for Manual Entries > Select Yes

• Reason code required for manual entries setting on the funding source needs to be turned on

Require Reason Codes for Manual Entries

1. Log in to DCI
2. Click Settings on the main menu
3. Click Funding Source on the sub menu
4. Use the filter to search for the funding source, select it by clicking anywhere on the line in the table
5. Click the Actions button
6. Click Edit Funding Source in the Actions dropdown
7. The Edit Funding Source form wizard will open
8. Update the Require Reason Code for Manual Entries field to Yes
9. Click Save
10. Click Yes in the confirmation alert window

Reason Code:

Requires Free Text Note > Select Yes

• Free text note needs to be entered and required for specific reason codes

Add Reason Code and Require Free Text Note

1. Log in to DCI
2. Click Settings on the main menu
3. Click Funding Source on the sub menu
4. Use the filter to search for the funding source, select it by clicking anywhere on the line in the table
5. Click the Actions button
6. Click Add Reason Code in the Actions dropdown
7. Fill out the Reason Code form wizard
   1. Select Yes for the field Requires Free Text Note
8. Click Save
9. Click Yes in the confirmation alert window

Edit Reason Code and Require Free Text Note

1. Log in to DCI
2. Click Settings on the main menu
3. Click Funding Source on the sub menu
4. Use the filter to search for the funding source, select it by clicking anywhere on the line in the table
5. Scroll down and select the Reason Codes tab
6. Select the Reason Code from the table 
7. Click the Actions button
8. Click Edit Reason Code in the Actions dropdown
9. The Edit Reason Code form wizard will open
10. Update the Requires Free Text Note field to Yes
11. Click Save
12. Click Yes in the confirmation alert window

Employee Service Account:

Relationship Type > Select Live In Caregiver from the dropdown

• The relationship type live in caregiver is not selected

1. Log in to DCI
2. Click Home on the main menu
3. Click Employees on the sub menu
4. Use the filter to search for the employee, select the employee by clicking anywhere on the line in the table
5. Scroll down and select the Accounts tab
6. Select the Account from the table 
7. Click the Actions button
8. Click Edit Service Account in the Actions dropdown
9. The Edit Service Account form wizard will open
10. Verify/update the Relationship Type field to Live In Caregiver by selecting it from the dropdown
11. Click Save
12. Click Yes in the confirmation alert window