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Contents
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- Employees
- Client
- Guardian
- Guardian Client Link
- Day Program
- Residential Program
- Case Workers
- Vendor Profiles (FI Mode Only)
- Group Service Profiles
- Update Employee Profile Element
- Update Client Profile Element
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- Client Funding Accounts
- Client Service Accounts
- Employee Service Accounts
- Update Employee Service Account - Status
- Employee Service Account Burden Multiplier Rate (FI Mode Only)
- Employee Service Accounts Payrate
- Employee Service Account Day of Week Restrictions (Instance Level Setting)
- Employee Service Account Holiday Restrictions (Instance Level Setting)
- Vendor Service Accounts (FI Mode Only)
- Update Employee Service Account - Status
- Update Employee Service Accounts - Relationship Type
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- Authorization Entries
- Rate Change Authorization Entries
- Authorization Balance Adjustments
- Update Authorization Initial Balance
- Reject Approved Authorizations
- Update Authorization Dates
- Update Authorization Miscellaneous Data
- Update Authorization Max Data
- Update Rate Change Start and End Dates
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- Employee Entries
- Void Employee Entries
- Client Fee Entries (FI Mode Only)
- Group Service Employee Entries
- Group Service Client Entries
- Day Program Entries
- Residential Program Entries (Employee Punch Entries)
- Mileage Entries
- Absence Entries (Client Absences for Residential)
- Accrued Time Adjustment Entries (FI Mode Only)
- Cancel Employee Entries
- Canned Statements
- Vendor Payment Entries (FI Mode Only)
- EVV Fob Entries
- Reimbursement Entries (FI Mode Only)
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- Certification Requirements
- Certification Templates
- Template Requirements
- Cost Center Training Template
- Service Code Training Template
- Account Training Template
- Profiles Training Template
- Profile Certifications
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| Table of Contents |
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Creating a Template
- First row must be the column headers
- Column headers should equal the field names listed below, in the order listed below, no spaces.
- All columns must be present, even if optional fields are left blank.
- Save the file as Text (tab delimited)
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