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Description: In this topic you , the user will learn how to create, view, edit, view or deactivate client service accounts. For programs, in order for attendance to be generated for clients, there must be an active service account linking the client to the program in which they are enrolled in. Client Service Accounts  service accounts are not required for Hourly Services hourly services.

*Please note:  This  This task requires Supervisor Role  a supervisor role in the same Cost Center  cost center as the client. If the client has a home Cost Center that  cost center for which the supervisor does not have a Supervisor Role for, the Home Cost Center supervisor needs to  supervisor role, the home cost center supervisor must create the service account from the Client Details Page client details page.

Role Required: Superuser Super User, Supervisor

Permission Required: N/A

Required Entities Before Creation:

• Cost Center

• Funding Source

• Service Code

• Client Funding Account

Create Client Service Accounts:

• Program Profile or Employee Profile (depending on the type of account)

Create a Client Service Account

1. Log into DCI personal profile

2. Click Home on

3. Sign into your Personal Profile

4. Click Home on the main menuClick 

5. Click Clients on  on the submenu

6. Search for the client by typing their name in Type Client Name and selecting their name when it comes up

7. Click Search

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

9. Click Select the client from the table by clicking anywhere in the row

This will open up the 

10. to open the Client Details

 page

11.  page

12. Click Click Actions buttonClick 

13. Select New Service Account. from the actions dropdown

14. Fill out the form wizard

15. Click Save

16. Click Yes on the confirmation window

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1. Complete the form wizard in the same manner as an Employee Service Account. When creating a Client Service Account, the following account types are available:

1. Hourly

2. Residential Program

3. Day Program

4. Group Service

5. Parenting Program

6. Transportation

7. Client Transportation

2. Click Save to continue and Yes to confirm

Create a Client Service Account from the Residential, Day, Group Service, or Parenting Program Page

...

1. Log in to DCI personal profile

...

1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) 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 Click anywhere in the row to select the program

7. Click Actions button

8. ClickSelect New Client Service Account from the actions dropdowndrop-down menu

9. Complete Fill out the form wizard

10. Click SaveClick and Yes on the confirmation windowto confirm

View, Edit, or Deactivate

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a Client Service Account

1. Log in to DCI personal profile

...

1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click Clients on the submenu

4. Search for the client by typing their name in Type Client Name and selecting their name when it appears

5. Click Search

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

7. This will open up the Client Details page

8. Scroll down and click on Accounts tab located under the Basic Demographics

9. Select the account by clicking anywhere in the row

10. The Accounts Details page will open up and display account details for the user to view

11. Click Actions button

12. Select Edit Account

13. Edit the form wizard as necessary

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

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

16. Click the Accounts tab

17. Click anywhere in the client service account row to open the Account Details page

18. Click Actions

19. Select Edit Account from the drop-down menu

20. View and make edits in the Edit Account form wizard

To deactivate the service account, change the status to Inactive

21. 1. Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged)

1. To deactivate the service account, change the status to Inactive.

or moves from one program to another, deactivate the first program they no longer receive services at

22. Click SaveClick and Yes on the confirmation alert windowto confirm

View, Edit, or Deactivate a Client

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Service Account from the Cost Center, Residential, Day, Group Service, or Parenting Program Page

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1. Log in to DCI personal profile

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1. Sign into your Personal Profile

2. Click Home on the main menu

3. Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) or Cost Center from on the submenu

4. Search for the Cost Center or Program by typing the name in filters and selecting it when it comes up

5. Click Search

6. Select the Cost Center or Program from the table by clicking anywhere in the row

7. This will open up the Cost Center or (Program Name) Details page

8. Scroll down and click on Accounts tab located under the Cost Center or (Type of Program) Program Details

9. Select the account by clicking anywhere in the row

10. The Accounts Details page will open up and display account details for the user to view

11. Click Actions button

12. Select Edit Account

13. Enter the cost center or program in the filter and click Search

14. Click anywhere in the row to select the cost center or program

15. Click the Accounts tab

16. Click anywhere in the client service account row to open the Account Details page

17. Click Actions

18. Select Edit Account from the drop-down menu

19. View and make edits in the Edit Service Account form wizardEdit the form wizard as necessary

1. To deactivate the service account, change the status to Inactive.

1. Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged or moves from one program to another, deactivate the first program they no longer receive services at)

20. Click SaveClick Yes on the confirmation alert windowand Yes to confirm

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