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Description: In this topic you , the user will learn how to create, view, edit, view  and deactivate group service profiles.

*Please note: When the cost center on a group service profile is edited/changed, all associated client service accounts and employee service accounts (active or inactive) will automatically be updated to match the cost center on the group service profile. All edits will be listed on the profile (employee, client, and group service) under the history or events tab.

Role Required:Superuser Super User, Supervisor (*Supervisor role can not cannot create a new group service profile)

Permission Required: Group Service Admin

Create a Group Service Profile 

1. Log into DCI with your Personal Profile in to DCI

2. Click Home on the main menu 

3. Click the Group Services from  on the submenu 

4. Click Actions button

5. Click Select Add New Group Service from the actions dropdowndrop-down menu

6. Complete the Fill our the form wizard 

1. Basic Demographics tab:

1. Name (required): Must be at least six characters

2. Address (required): After entering, click the blue search location hyperlink to populate GNIS Code.

3. Time Zone (optional): Select from drop-down

4. Phone (required)

5. Alternative Phone (optional)

6. Email (required)

7. Cost Center (required)

8. Profile Reference (optional)

9. Status (required): Defaults to active. Change to inactive when service is no longer valid.

10. EVV Required (required): Yes or no options, default is yes. Select no if not required.

11. Enable Geofencing (required): Yes or no options, default is no. Select yes to enable geofencing for this program.

12. Requires Multiple Clients Per Punch (required): Yes or no options, default is no. Select yes to require employees to select more than one client upon punch creation.

13. Minimum # of Attendees (required if selected yes on Requires Multiple Client Per Punch field): Minimum number

14. Name - required

15. Address - required

16. GNIS - click the Search Location button above

17. Time Zone - updated based on address entered

18. Phone - required

19. Alternative Phone - optional

20. Email - required

21. Cost Center - required

22. Profile Reference - optional reference field for profile

23. Status - Active or Inactive

24. EVV Required - Yes or No

25. Enable Geofencing - Yes or No

26. Requires Multiple Clients Per Punch - Yes or No

27. If Yes

Minimum # of Attendees - The minimum #

28. of clients that must be in attendance

in order

29. for the employee to be allowed to create a punch for this

Group Service

2. Click Next

3. EVV Location - Optional

4. Click Next

5. Review Summary

7. Click Save 

8. Click Yes on the confirmation alert window 

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1. group service.

2. Click Next

1. EVV Location tab (optional): Can be added later

1. Copy from Profile Address (optional): Copies address from the Basic Demographics tab

2. EVV Location Name (required): Name of the location

3. EVV Location Type (required): Select from drop-down

4. Address (required): Location address

5. Begin Date (required): First date the location is approved for use

6. End Date (optional): If applicable, the last date the location is approved for use.

7. Status (required): Defaults to active. Change to inactive when the program is no longer valid.

8. Primary (optional): Select if this is the primary location to provide services

9. Click Next

1. Click Save to continue and Yes to confirm

View, Edit, or Deactivate a Group Service Profile

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1. Log into DCI with your Personal Profile in to DCI 

2. Click Home on the main menu 

3. Click the Group Services from  on the submenu 

4. Search for the program by typing the name in field "Type (Program) Name", and selecting it when it comes up 

5. Click Search 

6. Select the program from the table by clicking anywhere in the row 

7. View the group service details

8. Click Actions button 

9. Click Edit Group Service from the actions dropdown 

10. Update or edit the form wizard 

1. Name - required

2. Address - required

3. GNIS - click the Search Location button above

4. Time Zone - updated based on address entered

5. Phone - required

6. Alternative Phone - optional

7. Email - required

8. Cost Center - required

1. When the cost center on a group service profile is edited/changed, all associated client service accounts and employee service accounts (active or inactive) will be automatically updated to match the cost center on the group service profile. All edits will be listed on the profile (employee, client, and group service) under the history or events tab.

9. Profile Reference - optional reference field for profile

10. Status - Active or Inactive

11. EVV Required - Yes or No

12. Enable Geofencing - Yes or No

13. Requires Multiple Clients Per Punch - Yes or No

1. If Yes is selected

1. Minimum # of Attendees - The minimum # of clients that must be in attendance in order for the employee to be allowed to create a punch for this Group Service

11. Click Save 

Click Yes on the confirmation alert window 

12. Use filters to find the group service and click Search

13. Click anywhere in the row to open the group services details page

14. Click Actions

15. Select Edit Group Service from the drop-down menu

1. To deactivate, update the status to Inactive.

16. Edit as needed

17. Click Save and Yes to confirm

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