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  1. Log into DCI
  2. Click Home on the main menu
  3. Click Guardians on the submenu
  4. Click Actions
  5. Select Add New Guardian. Complete the form wizard.
    1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Address (required)
      4. Time Zone (optional): Select from drop-down
      5. Phone (required)
      6. Alternate Phone (optional)
      7. Mobile Number (optional): Allows the guardian to receive text notifications after the mobile number has been verified
      8. Email (required): Must be unique from the client(s) email address
      9. Cost Center (required)
      10. **Profile Reference (optional)
      11. Click Next
    2. Authentication Information tab:
      1. Username (required)
      2. Password (required)
      3. Confirm Password (required)
      4. Pin (required)
      5. Status (required): Defaults to active. Select disabled if the guardian is no longer active. Select locked to temporarily prevent the guardian from logging in.
      6. Click Next
      7. Review Summary tab
      8. Click Save to continue and Yes to confirm
  6. To link a guardian to a client, add the guardian’s name to the Guardian field on the client’s profile in the Client Information tab. To complete this process:
    1. Log in to DCI
    2. Click Home on the main menu
    3. Click Clients on the submenu
    4. Search for and locate the client
    5. Click anywhere in the row to open the Client Profile Details page
    6. Click Actions
    7. Select Edit Client. In the form wizard, select the Client Information tab.
      1. In the Guardian field, enter the name of the guardian for this client.
  7. Click Save to continue and Yes to confirm

Create Case Worker Profiles

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  1. Log into DCI
  2. Click Home on the main menu
  3. Click Case Workers on the submenu
  4. Click Actions
  5. Select Add New Case Worker. Complete the form wizard.
    1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Address (required)
      4. Time Zone (optional): Select from drop-down
      5. Phone (required)
      6. Alternate Phone (optional)
      7. Email (required)
      8. Cost Center (required)
      9. Funding Source (optional): Select from the drop-down and click the + icon to add
      10. **Profile Reference (optional)
      11. Can View Notes (required): Defaults to no. If yes is selected, can view notes linked to clients and punches.
      12. Can View Attachments (required): Defaults to no. If yes is selected, can view attachments linked to clients and punches.
      13. Click Next
    2. Authentication Information tab:
      1. Enable Case Worker Login (optional): If checked, allows the case worker to log in.
      2. Username (required)
      3. Password (required if Enable Case Worker Login box is checked)
      4. Confirm Password (required if Enable Case Worker Login box is checked)
      5. Authentication Status: If Enable Case Worker Login box is not checked, options will be disabled or locked. Select disabled if the case worker is no longer active. Select locked to temporarily prevent the case worker from logging in. If Enable Case Worker Login box is checked, the field will be locked too active.
      6. Click Next
      7. Review Summary tab
  6. Click Save to continue and Yes to confirm
  7. To link a case worker to a funding source, complete the following:
    1. Log in to DCI
    2. Click Home on the main menu
    3. Click Case Workers on the submenu
    4. Search for and locate the case worker
    5. Click anywhere in the row to open the Case Worker Details page
    6. Click Actions
    7. Select Edit Case Worker. In the form wizard, select the Basic Demographics tab.
      1. Select Cost Center
      2. Select one or more funding sources from the drop-down
      3. Click the blue + icon to add the funding source
  8. Click Save to continue and Yes to confirm

Create Residential Program Profile

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  1. Log into DCI
  2. Click Home on the main menu
  3. Click Residential Programs on the submenu
  4. Click Actions
  5. Select Add New Residential Program. Complete 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. Weekly Default Hours (optional): Enter only if the program does not operate 24x7
      9. Provider Service Location (optional): Unique location identifier such as program license number
      10. **Profile Reference (optional)
      11. On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift
      12. Allow Sleep Shift: Yes or no options, default is yes. Select no if sleep shifts will not be permitted.
      13. EVV Required: Yes or no options, default is yes. Select no if not required.
      14. Sleep Shift Start and End: Visible and required if yes was selected in Allow Sleep Shift field.
      15. Click Next
    2. 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. Prefills if Copy from Profile Address box was checked.
      5. Phone Number (optional)
      6. Phone Verified (required): Select yes or no, has the phone number been verified for Phone EVV?
      7. Phone Type (optional)
      8. Phone Carrier (optional)
      9. Begin Date (required): First date the location is approved for use
      10. End Date (optional): If applicable, the last date the location is approved for use.
      11. Status (required): Defaults to active. Change to inactive when the program is no longer valid.
      12. Primary (optional): Select if this is the primary location to provide services
      13. Click Next
    3. Authentication Information tab:
      1. IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
      2. Username (optional to change): Employees will use this for program log in
      3. Password (required): Employees will use this for program log in
      4. Confirm Password (required): Enter the same password to confirm
      5. Pin (required): Used to log in to the program from a mobile device
      6. Status (required): Defaults to active. Change to inactive when the program is no longer valid.
      7. Click Next
      8. Confirm summary details
  6. Click Save to continue and Yes to confirm

Create Day Program Profile

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  1. Log into DCI
  2. Click Home on the main menu
  3. Click Day Programs on the submenu
  4. Click Actions
  5. Select Add New Day Program. Complete 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. Holiday Schedule (required): Select the holiday schedule from the drop-down that applies to this program. Create as needed.
      8. Cost Center (required)
      9. Provider Service Location (optional): Unique location identifier such as program license number
      10. **Profile Reference (optional)
      11. On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift
      12. Operations Hours (required): Hours the program is open and serving clients
      13. EVV Required (required): Yes or no options, default is yes. Select no if not required.
      14. Logo (optional): Attach logo if desired
      15. Click Next
    2. 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
    3. Authentication Information tab:
      1. IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
      2. Username (optional to change): Employees will use this for program log in
      3. Password (required): Employees will use this for program log in
      4. Confirm Password (required): Enter the same password to confirm
      5. Pin (required): Used to log in to the program from a mobile device
      6. Status (required): Defaults to active. Change to inactive when the program is no longer valid.
      7. Click Next
      8. Confirm summary details
  6. Click Save to continue and Yes to confirm

Create Group Service Profile

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  1. Log into DCI
  2. Click Home on the main menu
  3. Click Group Services on the submenu
  4. Click Actions
  5. Select Add New Group Service. Complete 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 of clients that must be in attendance for the employee to be allowed to create a punch for this group service.
      14. Click Next
    2. 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
  6. Click Save to continue and Yes to confirm

Create Parenting Program Profile

...

  1. Log into DCI
  2. Click Home on the main menu
  3. Click Day Programs on the submenu
  4. Click Actions
  5. Select Add New Parenting Program. Complete 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. Weekly Default Hours (optional): Enter only if the program does not operate 24x7
      9. **Profile Reference (optional)
      10. EVV 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. Click Next
    2. 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. Phone Number (optional)
      6. Phone Verified (required): Select yes or no, has the phone number been verified for Phone EVV?
      7. Phone Type (optional)
      8. Phone Carrier (optional)
      9. Begin Date (required): First date the location is approved for use
      10. End Date (optional): If applicable, the last date the location is approved for use.
      11. Status (required): Defaults to active. Change to inactive when the program is no longer valid.
      12. Primary (optional): Select if this is the primary location to provide services
      13. Click Next
    3. Authentication Information tab:
      1. IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
      2. Username (optional to change): Employees will use this for program log in
      3. Password (required): Employees will use this for program log in
      4. Confirm Password (required): Enter the same password to confirm
      5. Pin (required): Used to log in to the program from a mobile device
      6. Status (required): Defaults to active. Change to inactive when the program is no longer valid.
      7. Click Next
      8. Confirm summary details
  6. Click Save to continue and Yes to confirm

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