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Description: In this topic you , the user will learn how to create, view, edit, and deactivate a day program profile.
Role Required: Superuser Super User
Permission Required: Day Program Admin
Create a Day Program Profile
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Log in to DCI
Click Home on the main menu
Click
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Day Programs
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on the submenu
Click Actions
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Select Add New Day Program
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from the drop-down
Complete the form wizard
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by completing each of the following
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Basic Demographics
four tabs
Basic Demographics tab:
Name (required): Must be at least six characters
Address (required): After entering, click the blue Search Location hyperlink to populate the GNIS Code
Time Zone (optional): Select from drop-down
Phone (required)
Alternative Phone (optional)
Email (required): The email address
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associated with the basic demographics section of the form will receive an email to activate the profile
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EVV Location
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Authentication Information
Holiday Schedule (required): Select the holiday schedule from the drop-down that applies to this program. Create as needed.
Cost Center (required)
Provider Service Location (optional): Unique location identifier such as program license number
Profile Reference (optional)
On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift
Operations Hours (required): Hours the program is open and serving clients
EVV Required (required): Yes or no options, default is yes. Select no if not required.
Logo (optional): Attach logo if desired
Click Next
EVV Location tab (optional): Can be added later
Copy from Profile Address (optional): Copies address from the Basic Demographics tab
EVV Location Name (required): Name of the location
EVV Location Type (required): Select from drop-down
Address (required): Location address
Begin Date (required): First date the location is approved for use
End Date (optional): If applicable, the last date the location is approved for use.
Status (required): Defaults to active. Change to inactive when the program is no longer valid.
Primary (optional): Select if this is the primary location to provide services
Click Next
Authentication Information tab:
IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
Username (optional to change): Employees will use this for program log in
Password (required): Employees will use this for program log in
Confirm Password (required): Enter the same password to confirm
Pin (required): Used to log in to the program from a mobile device
Status (required): Defaults to active. Change to inactive when the program is no longer valid.
Click Next
Review Summary tab:
Confirm summary details
Click Save to continue and Yes to confirm
View, Edit
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Last the form wizard will display the Review Summary
If changes need to be made select the back button or the tab the information was entered on
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Select the Save button to add the new client
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Select Yes in the confirmation alert window
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, or Deactivate a Day Program Profile
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Log in to DCI
Click Home on the main menu
Click
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Day Programs
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on the submenu
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Use the filter Type Day Program Name to search for the
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day program
Click
Search
Select the program from the table by clicking anywhere in the row
Click Actions
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Select Edit Day Program from the
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drop-down
To deactivate, update the
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Status field on the Authentication Information tab to Inactive.
Update or edit the form wizard as needed
Click Save
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and Yes to confirm
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