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Description: In this topic you , the user will learn how to create, view, edit, view or deactivate client service accounts. For programs, in order for attendance to be generated for clients, there must be an active service account linking the client to the program in which they are enrolled in. Client Service Accounts service accounts are not required for Hourly Services hourly services.
*Please note: This This task requires Supervisor Role a supervisor role in the same Cost Center cost center as the client. If the client has a home Cost Center that cost center for which the supervisor does not have a Supervisor Role for, the Home Cost Center supervisor needs to supervisor role, the home cost center supervisor must create the service account from the Client Details Page client details page.
Role Required: Superuser Super User, Supervisor
Permission Required: N/A
Create Client Service Accounts:
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Sign into your Personal Profile
Required Entities Before Creation:
Cost Center
Funding Source
Service Code
Client Funding Account
Program Profile or Employee Profile (depending on the type of account)
Create a Client Service Account
Log into DCI personal profile
Click Home on
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the main menu
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Click Clients
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on the submenu
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Search for the client by typing their name in Type Client Name and selecting their name when it comes up
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Click Search
Enter the client's name in the filter and click Search
Click
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anywhere in the row
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to open the Client Details
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page
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Click Actions
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Select New Service Account.
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Fill out the form wizard
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Click Save
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Click Yes on the confirmation window
Complete the form wizard in the same manner as an Employee Service Account. When creating a Client Service Account, the following account types are available:
Hourly
Residential Program
Day Program
Group Service
Parenting Program
Transportation
Client Transportation
Click Save to continue and Yes to confirm
Create a Client Service Account from
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the Residential, Day, Group Service, or Parenting Program Page
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Log in to DCI personal profile
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Click Home on the main menu
Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs)
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on the submenu
Search for the program by typing the name in field "Type (Program) Name"
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and selecting
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it
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Click Search
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Click anywhere in the row to select the program
Click Actions
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Select New Client Service Account from the
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drop-down menu
Complete
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the form wizard
Click Save
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and Yes
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to confirm
View, Edit, or Deactivate
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a Client Service Account
Log in to DCI personal profile
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Click Home on the main menu
Click Clients on the submenu
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Search for the client by typing their name in Type Client Name and selecting their name when it appears
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Click Search
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Select the client from the table by clicking anywhere in the row
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This will open up the Client Details page
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Scroll down and click on Accounts tab
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Select the account by clicking anywhere in the row
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The Accounts Details page will open up and display account details for the user to view
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Click Actions button
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Select Edit Account
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Click the Accounts tab
Click anywhere in the client service account row to open the Account Details page
Click Actions
Select Edit Account from the drop-down menu
View and make edits in the Edit Account form wizard
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Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged
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)
To deactivate the service account, change the status to Inactive.
Click Save
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and Yes
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to confirm
View, Edit, or Deactivate a Client
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Service Account from the Cost Center, Residential, Day, Group Service, or Parenting Program Page
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Log in to DCI personal profile
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Click Home on the main menu
Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) or Cost Center
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on the submenu
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Search for the Cost Center or Program by typing the name in filters and selecting it when it comes up
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Click Search
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Select the Cost Center or Program from the table by clicking anywhere in the row
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This will open up the Cost Center or (Program Name) Details page
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Scroll down and click on Accounts tab
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Select the account by clicking anywhere in the row
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The Accounts Details page will open up and display account details for the user to view
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Click Actions button
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Select Edit Account
Enter the cost center or program in the filter and click Search
Click anywhere in the row to select the cost center or program
Click the Accounts tab
Click anywhere in the client service account row to open the Account Details page
Click Actions
Select Edit Account from the drop-down menu
View and make edits in the Edit Service Account form wizard
To deactivate the service account, change the status to Inactive.
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Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged
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)
Click Save
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and Yes to confirm
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