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Description:In  In this topic, the user will learn how to use the authorizations widget located on the dashboard. The authorizations widget allows the user to search by client filter (required) to view approved authorizations in the past, present, or future. Optionally, use both the client and date filter in conjunction to search for approved authorizations. The  The date filter allows the user to search by service date in the past, present, or future and will return approved authorizationsapproved authorizations.

The Authorizations Widget can now display in units or time. The default view is in units. Submit a DCI support ticket to update the instance level setting default view to time. Use the 'Display as Time' or 'Display as Units' button to view the authorizations by the measure of time or units. Authorizations measured in miles and dollars are excluded from time conversion. Conversion to time is based on funding type, billing unit, and billing multiplier. If minutes are a decimal, the system will always round down to the whole minute.

*Please note: Employees (base users) will can only be able to view the authorizations widget on their dashboard when one or more active service account(s) has the setting "display auth widget" enabled. The authorizations widget will display all approved hourly and client transportation authorizations for associated clients, for which the user has an active service account, and the setting "display auth widget" is enabled. The  The display auth widget setting is only available for the account types hourly and client transportation.

Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker, Employee (base user) with setting enabled

Permission Required: N/A

1. Log in to DCI

Navigate to the Dashboard

Click Home 
2. Click Home on the main menu
Click Dashboard 
3. Click Dashboard on the submenu
4. View
the 
5. the Authorizations widget
6. Enter
the 
7. the Client Name
 
8. in the filter (
Required
9. required)
10. Select
the 
11. the client name
 
12. from the list
generated
14. Enter
the 
15. the Date of Service
 
16. in the filter (
Optional
17. optional) -
past
18. Past, present, or future service date
Click Search
19. .
20. Click Search
21. Click the Display as Time button to view the authorizations in hours and minutes, days, or months; or click the Display as Units button to view the authorizations in units.
    1. The Authorizations Widget default display is in units. Submit a DCI support ticket to update the instance level setting default view to time.
    2. Miles and dollars are excluded from time conversion
    3. Conversion to time is based on funding type, billing unit, and billing multiplier. If minutes are a decimal, the system will always round down to the whole minute.
22. The authorizations widget
will display
23. displays approved authorizations based on the following profile types:
    1. Client - View all their approved authorizations
    2. Guardian - View all approved authorizations for clients linked to the guardian, on the client profile.
    3. Supervisor - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center for which the user has the supervisor role.
    4. Employer - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center for which the user has the employer role.
    5. Caseworker - View all approved authorizations for clients and service codes the caseworker is linked to by either the funding source or funding account
.
24. 2. Super User - View all approved authorizations for all clients
.
25. 2. Employee (base user) - View all approved authorizations for clients
 that 
26. 1. that have an active service account
and the
27. 1. and the setting
 
28. 1. "display auth widget"
 
29. 1. is enabled. Only account types hourly and client transportation will be viewable.
30. The authorizations widget displays the following details from the authorization based on the default setting or display selected (Display as Time or Display as Units button).*Please note: Miles and dollars are excluded from time conversion. If minutes are a decimal, the system will always round down to the whole minute.
    1. Service Code - Service(s) the client is eligible to receive
    2. Start Date - Day authorization begins
    3. End Date - Day authorization ends
    4. Initial Balance - Total amount of authorized units, dollars, miles, or time
    5. Remaining Balance

31. Pre Authorizations Holds

32. Current Available Balance

33. Monthly Max

34. Weekly Max

35. Daily Max

36. Click Reset, to clear filters and the authorizations widget

Repeat steps for each client as needed
37. 1. - Amount remaining (units, dollars, miles, or time) after pre-authorization holds have been processed for billing and payment
    2. Pre-Authorization Holds - Amount (units, dollars, miles, or time) deducted from the authorization that has not yet been processed for billing and payment
    3. Current Available Balance - The total of the remaining balance in units, dollars, miles, or time minus any pre-authorization holds
    4. Monthly Max - Max units, dollars, miles, or time available for the authorization per service per client per month
       1. Click the hyperlink to view the authorization summary pop-up with the following details: *Please note: This feature is an instance-level setting. To enable the hyperlink to the authorization summary pop-up, please submit a DCI support ticket.
          1. Month/Year - Use the black arrow to toggle and view authorization monthly max data for other months
          2. Monthly Max
          3. Monthly Used
          4. Monthly Remaining
          5. Billing Unit
          6. Billing Multiplier - This field only displays if the billing unit is set to hourly
    5. Weekly Max - Max units, dollars, miles, or time available for the authorization per service per client per week
       1. Click the hyperlink to view the authorization summary pop-up with the following details: *Please note: This feature is an instance-level setting. To enable the hyperlink to the authorization summary pop-up, please submit a DCI support ticket.
          1. XX/XX/XXXX-XX/XX/XXXX - Defaults to current week. Use the black arrow to toggle and view authorization weekly max data for other weeks.
          2. Weekly Max
          3. Weekly Used
          4. Weekly Remaining
          5. Billing Unit
          6. Billing Multiplier - This field only displays if the billing unit is set to hourly
    6. Daily Max - Max units, dollars, miles, or time available for the authorization per service per client per day
38. Click Reset to clear the filters and the authorizations widget
39. Repeat for each client as needed

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