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Description: In this guide, the user will learn how to create, link, edit, and manage Case Worker profiles.
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Permissions Required: Case Worker Admin
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Case Worker Overview
In DCI, a case worker is a person who works for the funding source that may need specific access to a client’s account. For HIPAA security purposes, case workers can only see the clients that are linked to their profile. There are two types of case workers in DCI. They are linked based on the level of access required:
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