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1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Clients on the submenu
4. Search for the client by typing the name in the field Type Client Name and selecting it when it populates
5. Click Search
6. Select the case worker from the table by clicking anywhere in the row
   1. View basic demographic information
   2. Scroll down and click the tabs to view:
      1. Entries – All entries Entries associated with the client. Click the Load More button to view all entries.
         1. Export entries to a CSV file by clicking the Export button. Click to open and access data in Excel.
         2. Click the hyperlinked ID number to view entry details. Click the tabs to access additional information:
            
            1. Notes - View employee notes on the punch, reason codes, reason code notes, and statements/tasks.
            2. Attachments - View employee attachments on the punch
            3. Events - Log including date/time, subject, description, input type (web portal or mobile app), OS, OS version, app version, and user/system process for all punch activity including EVV method captured, updates, edits, system processes, approvals, rejections, and view.
            4. Verifications - EVV verification data for the punch along with the status of the verification (some require approval)
            5. Map - Visual location of the mobile app punch
      2. Authorizations – Alternate way to view client’s authorizations
      3. Employees – View employees associated with the client
      4. Notes (super user must grant access) – View notes regarding the client
      5. Attachments (super user must grant access) – View attachments pertaining to the client
      6. Diagnosis – View client diagnosis information
   3. Client details are read-only, but information can be exported to a CSV file by clicking the Export button on any tab.
   4. Click to open and access data in Excel

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