Page History

...

1. Log in to DCI
2. Select Settings on the main menu
3. Select Funding Sources on the submenu
4. Search for a funding source in the search box
5. Select the funding source
6. View or edit by clicking anywhere in the funding source row
7. funding source details page will open
8. Click Actions
9. Select New Service Code. Complete the form wizard.
   1. Funding Source: Is populated from the funding source used to create the service code. The field is locked.
      1. If a service code is added directly from the funding source tab without first opening a funding source, the field is unlocked, and a funding source can be selected from the drop-down.
   2. Account Type (required): The type of program or service correlated with this service code.
      1. Hourly – 1 to 1 service
      2. Residential Program – client lives at the program
      3. Day Program – client travels to the program
      4. Group Service – 2 or more clients
      5. Parenting Program - client lives at the program
      6. Transportation – to and from the day program
      7. Client Transportation – used in conjunction with an hourly service
      8. Vendor (FI only) – vendor payments
   3. Service Code Name (required): User-friendly name. Employees will select when adding a punch.
   4. Funding Type (FI only - required): Select whether authorization is units-based or dollar-based
   5. Billing Details: Click the blue plus (+) icon to expand the billing options
      1. Bill Code (required): Unique identifier provided by the funding source
      2. Billable: Defaults to yes. Select no if this is a non-billable service.
      3. Billing Unit (required): The increment in which the funding source requires the service to be billed
      4. Billing Multiplier (required for hourly): Use to define hourly units for billing. Options are:
         1. Hourly – 60 minutes
         2. Half Hourly – 30 minutes
         3. Quarter Hourly – 15 minutes
      5. Default Billing Modifier (optional): Optional modifier, appears on the billing file
      6. Rounding Increment (required): Select by minutes
         1. None – no rounding
         2. 15 – round by 15 minutes
         3. 30 - round by 30 minutes
         4. 60 - round by 60 minutes
      7. Rounding Type (required if the rounding increment is 15, 30, 60) – Select how to round
         1. Round – to the nearest
         2. Truncate – round down
         3. Increment – round up
      8. Billing Rollup Type (required): Entries will be reported by billing rollup ID by the client
         1. None – Each entry has a unique billing rollup id
         2. Daily – Entries with the same date and client have the same billing rollup id
         3. Weekly - Entries in the same week and for the same client have the same billing rollup id
         4. Monthly - Entries in the same month and for the same client have the same billing rollup id
   6. Payroll Details: Click the blue plus (+) icon to expand the payroll options
      1. Payable: If yes, all employee time entries associated with this service code will appear on the payroll file. If no, the employee will not be paid for time clocked against this service.
      2. Overtime Exempt: If yes, employee time entries associated with this service code will not count towards the accumulation of 40 hours to calculate overtime.
      3. Default Pay Rate (optional): Entering a pay rate here will autofill the pay rate in all service accounts created with this service code.
         1. Default Pay Rate can be edited on the Service Account
      4. Has Max Pay Rate (optional): Defaults to no. If yes, this service code will have a max pay rate for any employee providing the service. This includes overtime.
      5. Max Pay Rate (optional): If yes, this field unlocks and becomes required.
   7. Hide Remaining Balance: Defaults to no. If yes, the remaining authorization balance is hidden when an employee clocks in.
   8. Allow Diagnosis Code: Defaults to yes. If no, this field will not appear when an employee adds an entry for this service code.

   9. Allow Accrued Time Entries: If yes, accrued time entries are permitted.

   10. Require EVV Location: Defaults to no. If yes, all entries will require an EVV location.

   1. When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.

   2. If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.

   11. EVV Required: If yes, EVV will be required on all punches associated with this service code. EVV must be enabled to activate Phone EVV and/or FOB functionality.
   12. Enable Geofencing: If yes, this service can only be provided within an established radius from approved locations.
       1. The punch is flagged for review, not rejected.
   13. Has Daily Rate: Defaults to yes, meaning the funding source will switch to a daily rate for this service after a specified number of hours is reached in a day.
       1. Daily Max (required): The maximum number of hours this service can be provided in a day before switching to the daily rate.
       2. Include Daily Pay Hours in OT Calculations: When converted to the daily rate, selecting yes means hours are included in overtime calculations.
   14. Default Auth Specs (optional): If this service code has a standard billing rate, daily max, weekly max, and/or monthly max, mark yes and complete the fields that are made visible. All new authorizations under this service code will auto-populate these figures.
   15. Service Code Reference 1, 2, and 3 (optional): Data entered in these fields are defined by the user and appear on the billing file
   16. GL Code (required): Code that will link all associated time entries to the appropriate GL account for the customer
   17. Description (optional): Additional information as needed
   18. Status: Defaults to active. Select inactive when no longer a valid service code.
   19. Canned Statements (optional): Enter canned statements (acknowledgments) that the employee can select at clock out.
   20. Default CPT Code and Default HCPCS Code (optional): The default code for this service. Only one or the other may be entered.
       1. CPT and HCPCS codes appear on client funding accounts and may be edited.
   21. Certification Template (optional): Select if there are a set of certification requirements specific to this service code
   22. EVV Aggregation Required (account type only - hourly, client transportation, group service) Yes or no options, defaults to no.
   23. Is Travel Time (account type only - hourly): Yes or no options, defaults to no.
   24. Display Monthly Budget Link (instance level setting): Monthly budget report will be linked to the authorizations of individuals receiving this service and available for viewing on employer and case worker profiles
10. Select Save to continue and Yes to confirm

...