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1. Log in to the DCI web portal

2. Click Home on the main menu

3. Click Clients on the submenu

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

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

6. 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

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

1. Click Actions

2. Select Edit Client from the drop-down menu

3. On the Basic Demographics tab, scroll to the bottom to the setting Allow SSN Retrieval.

4. Select Yes

5. Click Save and Yes to confirm

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