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Required Entities Before Creation:
Cost Center
Funding Source
Service Code
Client Funding Account
Program Profile or Employee Profile (depending on the type of account)
Create a Client Service Account
Log into DCI personal profile
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the row to open the Client Details page
Click Actions
Select New Service Account. 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:
Hourly
Residential Program
Day Program
Group Service
Parenting Program
Transportation
Client Transportation
Click Save to continue and Yes to confirm
Create a Client Service Account from the Residential, Day, Group Service, or Parenting Program Page
Log in to DCI personal profile
Click Home on the main menu
Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) on the submenu
Search for the program by typing the name in field "Type (Program) Name" and selecting it
Click Search
Click anywhere in the row to select the program
Click Actions
Select New Client Service Account from the drop-down menu
Complete the form wizard
Click Save and Yes to confirm
View, Edit, or Deactivate a Client Service Account
Log in to DCI personal profile
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Click the Accounts tab
Click anywhere in the client service account row to open the Account Details page
Click Actions
Select Edit Account from the drop-down menu
View and make edits in the Edit Account form wizard
Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged)
To deactivate the service account, change the status to Inactive.
Click Save and Yes to confirm
View, Edit, or Deactivate a Client Service Account from the Cost Center, Residential, Day, Group Service, or Parenting Program Page
Log in to DCI personal profile
Click Home on the main menu
Click the Program Type (Residential Programs, Day Programs, Group Services, or Parenting Programs) or Cost Center on the submenu
Enter the cost center or program in the filter and click Search
Click anywhere in the row to select the cost center or program
Click the Accounts tab
Click anywhere in the client service account row to open the Account Details page
Click Actions
Select Edit Account from the drop-down menu
View and make edits in the Edit Service Account form wizard
To deactivate the service account, change the status to Inactive.
Client service accounts should be deactivated when the client discontinues the service (i.e., the client is discharged)
Click Save and Yes to confirm
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