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- Log in to DCI with personal profile
- Click Home on the main menu
- Click Clients on the submenu
- Search for the client by typing the name in the field Type Client Name and selecting it when it populates
- Click Search
- Select the case worker from the table by clicking anywhere in the row
- View basic demographic information
- Scroll down and click the tabs to view:
- Entries – Entries associated with the client. Click the Load More button to view all entries.
- Export entries to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Click the hyperlinked ID number to view entry details
- . Click the tabs to access additional punch information:
- Notes - View employee notes on the punch, reason codes, reason code notes, and statements/tasks.
- Attachments - View employee attachments on the punch
- 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.
- Verifications - EVV verification data for the punch along with the status of the verification (some require approval)
- Map - Visual location of the mobile app punch
- Authorizations – Alternate way to view client’s authorizationsauthorizations for the client. Click the Load More button to view all authorizations.
- Export authorizations to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Select an authorization to view the authorization detail page
- Click the tabs to access additional authorization information:
- Entries - View all entries associated with the authorization. Click the hyperlinked ID number to view entry details.
- Rate Changes - History of all bill rate changes on the authorization
- Notes - View notes created on the authorization
- Attachments - View attachments pertaining to the authorization
- 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 authorization activity including updates, edits, system processes, approvals, rejections, and views.
- Employees – View employees associated with the client
- Export employees to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Notes (super user must grant access) – View notes regarding the client
- Attachments (super user must grant access) – View attachments pertaining to the client
- Diagnosis – View client diagnosis information
- Entries – Entries associated with the client. Click the Load More button to view all entries.
- Client details are read-only, but information can be exported to a CSV file by clicking the Export button on any tab.
- Click to open and access data in Excel
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