Field #	Field	Type	Description	Required	Comments
1	FirstName	String	First Name	Yes	Min Length: 1 Max Length: 50
2	LastName	String	Last Name	Yes	Min Length: 1 Max Length: 50
3	FullName	String	Full Name	Optional	Min Length: 2 Max Length: 200
4	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
5	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
6	City	String	City	Yes	Min Length: 2 Max Length: 20
7	State	String	State	Yes	The state's two letter abbreviation (i.e., AZ)
8	PostalCode	String	Postal Code	Yes	Length = 5 numerals
9	CountryCode	String	3 Letter Country Code	Yes	Should be USA
10	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
11	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
12	MobilePhone	String	Cell Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
13	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
14	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
15	CostCenterId	Integer	Unique Identifier for the Cost Center	Yes	Use the existing Cost Center Id from DCI
16	DOB	Date	Date of Birth	Yes	Format: MM/DD/YYYY
17	Username	String	Username for login	Optional	Min Length: 6 characters Max Length: 50 characters
18	Password	String	Password for login	Optional	Min Length: 10 characters Max: 32 characters
19	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
20	ClientNumber	Integer	Third-party Client Number	Yes	Min Length: 1 Max Length: 20
21	MedicaidNumber	String	Medicaid Number	Optional	Min Length: 2 Max Length: 20
22	InsuranceNumber	String	Third-party Insurance Number	Optional	Min Length: 2 Max Length: 20
23	InsurancePlan	String	Insurance Company Plan	Optional	Min Length: 2 Max Length: 20
24	InsuranceGroup	String	Insurance Company Group	Optional	Min Length: 2 Max Length: 20
25	InsurancePayerId	String	Insurance Company Payer Number	Optional	Min Length: 2 Max Length: 20
26	ClientCode	String	Third-party code for the Client	Optional	Min Length: 2 Max Length: 20
27	RegionId	String	Third-party Region Name	Optional	Min Length: 2 Max Length: 25
28	SSN	String	Social Security Number *Must be cleartext (not encrypted)	Optional	Min and Max Length: 9 (Numerals)
29	TemplateId	Integer	Existing Certification Template Id from DCI	Optional	Must use existing Id in DCI
30	Fee	Decimal	Fee Amount	Optional	Min Length: 1 Max Length: 18 (After Decimal: 2)
31	DiagnosisCode	String	Code Linked with a Client Profile	Optional	Min Length: 1 Max Length: 50	32	CostShare	Decimal	Cost Share	Optional	Min Length: 1 Max Length: 18 (After Decimal: 2)
3332	EnableCaregiverRatingEmails	Int	Allows clients to rate the caregiver for services they’ve received	Yes	Must be 0 or 1 value Value: ● 0 – No ● 1 - Yes
3433	ReceivedDate	Date	Received Date	Optional	Format: MM/DD/YYYY
3534	RetainSSN	Bit	Checks SSN needs to store in encrypted form or not	No	Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes
3635	Pin	Varchar	Login Pin of the Client	Yes	Min/Max Length: 4
3736	ProfileStatus	Integer	Status of the Client Profile *Imported client profile status is set to Active	Yes	Must be a valid Status: ● 1 - Active ● 2 - Inactive
3837	PreferredLanguage	Varchar	Preferred language for a Client	Yes	Must be a valid value: ● en - English ● es - Spanish ● vi- Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali

Field #	Field	Type	Description	Required	Comments
1	CustomFieldID	Integer	Valid Custom Field Id	Yes	Must use existing Id in DCI
2	TargetItemID	Integer	Valid Profile / Entry Id	Yes	Existing Id of any Entry / Profile (such as: Client, Employee etc.) with which the Custom Field needs to be associated
3	Value	Integer String Date List	Any value either as Integer, String, Date and List based on Input Type of Custom Field	Conditional – Required if Custom Field is Required and else, it will be Optional)	Accepts Integer, String, Date and List Values on the basis of Input Type selection of the field: CustomfieldId mentioned above

...

Diagnosis Codes

Client Diagnosis

Field #	Field	Type	Description	Required	Comments
1	ClientProfileId	Integer	Profile Id of Client	Yes	Must use existing Id in DCI
2	CodeType	Integer	Diagnosis Code Type	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
3	DiagnosisCode	String	Diagnosis Code	Conditional -Required only for ICD-10, otherwise the field can be left blank	Min Length: 2 Max Length: 50 Accepts alpha-numeric values and (.) and (-) hyphen characters are allowed. Do not use commas.
4	Axis	Integer	Axis	Conditional – Required only for the case of DSM-IV, otherwise the field can be left blank	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
5	Description	String	Description	Required except for ICD-10	Min Length: 5 Max Length: 2500 Applies to all Code Types except ICD-10
6	DiagnosisDate	DateTime	The Diagnosis Date i.e., the Date when the Diagnosis for the Client needs to be added	Yes	Must be in format “MM/DD/YYYY” Cannot be a future date
7	Status	Integer	Diagnosis Status	Optional	1 - Active 2 - Inactive Blank - defaults to 1 if left blank

...

ICD-10

Field #

Field

Type

Description

Required

Comments

1

DiagnosisCodeId

Integer

Unique identifier for each Diagnosis Code

Yes

Diagnosis Code Id of ICD-10 Diagnosis Codes added in the system.

Found in Settings tab under Diagnosis Codes

2

Status

Integer

It will update the Status of Diagnosis Code under Settings tab

Yes

1 - Active

2 - Inactive

...

Versions Compared

Old Version 44

New Version 45

Key

Diagnosis Codes

Client Diagnosis

ICD-10

Page History

Versions Compared

Old Version 44

New Version 45

Key

Diagnosis Codes

Client Diagnosis

ICD-10