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For electronic visit verification (EVV) aggregations, social security number (SSN) retrieval may be required. Follow the steps below to view the client profile for View the current setting selection and how to edit on the client profile and edit to allow SSN retrieval.
Log in to the DCI web portal
Click Home on the main menu
Click Clients on the
...
submenu
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Enter the
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client's name in the filter and click
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Search
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Click anywhere in the client row
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to open the Client Details page
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In the Basic Demographics widget, view the setting
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Allow SSN Retrieval
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.
Yes = Allows for SSN Retrieval. The SSN will be stored in a retrievable format for use in EVV aggregation. Only select Yes if this client will be funded by a funding source that requires SSN to be aggregated.
No = Does not allow for SSN Retrieval
If the setting is No, proceed with editing the client profile:
Click Actions
...
...
Select Edit Client from the
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drop-down menu
On the Basic Demographics tab, scroll
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to the bottom to the setting
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Allow SSN Retrieval
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.
Select Yes
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Select Save at the bottom of the form wizard
Click Save and Yes to confirm
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