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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 employee profile for View the current setting selection on the client profile and how to edit the employee profile to allow SSN retrieval.

1. Log in to the DCI web portal

2. Click Home on the main menu

3. Click Employees  Clients on the sub menu

4. Use the filters and click search for employee and click the Search button

5. Select the employee from the table by clicking anywhere in the row

6. submenu

7. Enter the client's name in the filter and click Search

8. Click anywhere in the client row to open the Client Details page

9. In On the Employee Details page, in the Basic Demographics widget, view the setting " Allow SSN Retrieval".

1. 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.

2. No = Does not allow for SSN Retrieval

10. If the setting is No, proceed with editing the employee client profile:

1. Click Actions

button
Click

1. Select Edit

Employee

1. Client from the

actions dropdown

1. drop-down menu

2. On the Basic Demographics tab, scroll

down

1. to the bottom to the setting

"

1. Allow SSN Retrieval

"

1. .

2. Select Yes

11. Select Save at the bottom of the form wizard

Select Yes on the confirmation alert window

1. Click Save and Yes to confirm

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