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  1. Select the Activate Your Profile button in the email
    1. Please note: The Activate Your Profile or Reset Password button link will only be active for a specific amount of time (typically 24 hours) determined by the organization.
    2. After clicking the Activate Your Profile button in the email, an alert stating "Invalid Token. Please contact your DCI administrator” will appear if the link is inactive. Select the Resend the email button and try again.
  2. The Authenticate Password page will open. Enter the temporary password provided by the organization and click Authenticate.
  3. The Update Password page will open. Enter a new password then confirm it and click Update Password. Password criteria are determined by the organization, but typically must be:
    1. At least ten characters
    2. Contain one uppercase and one lowercase letter, number, and special character.
    3. Do not contain more than two repeated characters in a row
    4. Different from the three previous passwords
  4. Select Yes to confirm the password update
  5. The DCI profile login page will open. Enter username and password and click Sign In.
  6. The update security details page will open
    1. Select a security question, type an answer, and click Save.
      1. The security question and answer will be used as verification if the user selects the Forgot Password link to reset the profile password
      2. Security questions are case sensitive
  7. The user is now logged in to the case worker profile and taken to the dashboard, or landing page.

Verify Mobile

Verifying a mobile number in DCI allows the user to receive SMS text notifications. If the mobile number is not verified, the notifications will be sent via or will be available for viewing in the DCI messaging center.  

  1. Log in to DCI
  2. Click the username in the upper right-hand corner of the page which is indicated with a person icon
  3. Select Settings on the drop-down menu
  4. Click Verify Mobile on the submenu 
  5. Enter mobile number and click Update Mobile Number
  6. A green banner stating "Your Mobile Number is updated. Please verify mobile number" will appear 
  7. Click Send Verification Code 
  8. A green banner stating "Your Verification Code is sent. Please check your registered Mobile Number" will appear. 
  9. The user will receive a verification code via SMS text message. Enter the verification code into the Verification Code field. 
  10. Click Verify Mobile 

The mobile number is now verified and will receive SMS text message notifications. 

Dashboard

Main Menu

The top portion of the dashboard is called the main menu. From left to right it features:

  • Company logo - Click to return to the dashboard
  • Home - Click to return to the dashboard
  • Care Management (Instance-Level Setting) – Some organizations may use the care management module which includes client overview and summary, care notes, and plan of care information. See the Care Management section of the guide for details.
  • Reports - Access and run reports. See the Reports section of the guide for details.
  • Envelope Icon - Access the messaging center module to view and send messages
  • Help - Access the help center and search for articles by keyword or topic
  • Username - Displays the username of the user who is logged in to DCI
  • Settings – Indicated by the person icon. Click to update user settings including password, security question, email, or username. Also, click to log out of DCI.

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  • Dashboard - Click to return to the dashboard. Includes the Authorizations Widget and News Posts. 
  • Clients - Click to view client information such as basic demographics, associated entries and employees, authorizations, and diagnosis.

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  1. Enter the client name in the Type Client Name field and select it when it populates
    1. Optionally, also enter the Date of Service to narrow the search results.
  2. Click Search to display the client’s authorization information
    1. Service Code – Service the client is eligible to receive. A client may have multiple service codes.
    2. Start Date – Day the authorization starts
    3. End Date – Day the authorization ends
    4. Initial Balance – Total amount of authorized units or dollars
    5. Remaining Balance – Amount deducted from the authorization after pre-authorization holds have been processed for billing and payment
    6. Pre Authorization Holds – Amount deducted from the authorization that has not yet been processed for billing and payment
    7. Current Available Balance – Total of the remaining balance minus any pre-authorization holds
    8. Monthly Max – Maximum units or dollars available for the authorization per service per client per month
    9. Weekly Max – Maximum units or dollars available for the authorization per service per client per week
    10. Daily Max – Maximum units or dollars available for the authorization per service per client per day

  3. Click Display as Time to view the authorization data in time instead of units. Once clicked, the button changes to Display as Units.

    • Authorizations measured in miles and dollars are excluded from time conversion. If minutes are in a decimal, the system will always round down to the whole minute.
  4. Click Reset to exit the client’s authorization
  5. Repeat the process for additional clients

News Posts

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  1. After logging into the mobile app, web portal, or mobile web, you may see one or more news posts, which display important information from the organization or program

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  1. on a splash screen. Click OK to acknowledge the content on each.
  2. Additionally, view news posts by scrolling down on the dashboard

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  1. .
  2. Click on a news post to open the details page

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Clients

The Clients tab on the submenu provides a list of the case worker’s clients. To access client information:

  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Clients on the submenu
  4. Search for the client by typing the name in the field Type Client Name and selecting it when it populates
  5. Click SearchSelect the case worker
  6. Select the client from the table by table by clicking anywhere in the row
    1. View basic demographic informationthe Basic Demographics and Other Details widgets
    2. Scroll down and click the tabs to view:
      1. Entries – All entries Entries associated with the client. Click the Load More button to view all entries.
        1. Export entries to a CSV file by clicking the Export button. Click to open and access data in Excel.
        2. Click the hyperlinked ID number to view the punch detail page
        3. View the widgets contained on the Punch Detail page for additional information - Punch Details, Account Details/Service Account, Client Details, Account Details/Funding Account, EVV Details, Reason Codes, and Statements.
        4. Click the tabs to
        view entry details.
      2. Authorizations – Alternate way to view client’s authorizations
        1. access additional punch information:
          1. Notes - View employee notes on the punch, reason codes, reason code notes, and statements/tasks.
          2. Attachments - View employee attachments on the punch
          3. 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.
          4. Verifications - EVV verification data for the punch along with the status of the verification (some require approval)
          5. Map - Visual location of the mobile app punch
      4. Authorizations – Alternate way to view authorizations for the client. Click the Load More button to view all authorizations.
        1. Export authorizations to a CSV file by clicking the Export button. Click to open and access data in Excel.
        2. Select an authorization to view the authorization detail page
        3. View the widgets contained on the Authorization Detail page for additional information - Authorization Details, and Account Details (Auth).
        4. Click the tabs to access additional authorization information:
          1. Entries - View all entries associated with the authorization. Click the hyperlinked ID number to view entry details.
          2. Rate Changes - History of all bill rate changes on the authorization
          3. Notes - View notes created on the authorization
          4. Attachments - View attachments pertaining to the authorization
          5. 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.
      5. Employees – View employees associated with the client. Please note: Clicking on the employee line does not open the employee details. However, employers do have access to employee details.
        1. Export employees to a CSV file by clicking the Export button. Click to open and access data in Excel.
      6. Notes (super user must grant access) – View notes regarding the client
      7. Attachments (super user must grant access) – View attachments pertaining to the client
      8. Diagnosis – View client diagnosis information
      Client details are read-only, but
      1. information
      can be exported to a CSV file by clicking the Export button on any tab.Click to open and access data in Excel

Reports

Available Reports

  • Summary Report - The default and most popular report for case workers which provides authorization and utilization information
  • Care Management Reports
    • Task Result Details Report - Lists all task results
    • Raw Data Dump Report - Allows users to export all Care Management data per client
  • Notes Report
    • Punch Entry Notes and Canned Statements Report - Hover over the Notes Report submenu tab to view and select the Punch Entry Notes and Canned Statements Report to view notes and tasks for each punch entry
  • Authorization Run Rate Report - Shows actual versus projected budget usage
  • Punch Entry Details Report - View all punch entries for associated clients based on selected filters. Report column options include who created the punch, status, date of service, start and end times, and service code.

Run a Report

  1. Log in to DCI with personal profile
  2. Click Reports on the main menu
  3. Hover over any of the submenutabs to view associated reports on the flyout menu
  4. Select a report
    1. The Summary Report is the default and most popular report for case workers. It provides authorization and utilization information to help case workers manage their caseload.
  5. Enter desiredcriteria into the filters
    1. Filter options vary by report
  6. Click Search
  7. The records will display in the table below the filters

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  1. Follow the steps to run a report
  2. Click Download to open the download report wizard
    1. Columns tab:
      1. Select all desired columns in Available Columns to download
      2. Click the > single right arrow to add to Selected Columns
      3. Alternatively, click the >> double right arrows to add all Available Columns to Selected Columns.
      4. Click the < single left arrow to remove the column from the Selected Columns
      5. Alternatively, click the << double left arrows to remove all columns from the Selected Columns.
      6. Reorder selected column items Use the arrows to move items from the available columns to the selected columnsReorder columns as needed by dragging and dropping into the item into placepreferred order
      7. Click Next
    2. Options tab:
      1. Format – Select Click the Format field drop-down to choose the download file format. Choices include Excel, PDF, CSV, and Tab Delimited.
        1. PDFs have a 10-column limitation for report downloads
        2. The summary report Summary Report download is preformatted as a PDF
        3. Excel is the recommended format for the Punch Entry Details Report
      2. If PDF is selected, the Orientation field will become available. Select Portrait or Landscape.
      3. Save as Report Download Preference box – If checked, DCI will save the format and orientation preferences for subsequent downloads.
    3. Click the blue Download button
    4. Click the blue Yes button Download and Yes to confirm
  3. Click the downloaded file to open (located in the Downloads folder)
  4. Enable editing and use data as needed

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