...

Contents

Disclaimer. 3

Consumer (Client) Profile Overview... 3

How are Consumer Profiles Created?. 3

Update Consumer Information.. 4

Consumer Information to Update. 4

View/Edit Consumer Details. 5

Consumer Basic Demographics Tab.. 6

Client Information Tab.. 8

Consumer Authentication Information Tab.. 8

Consumer Employer Representative (Guardian) Profile Overview... 9

Request the PTC Support Team Create a New CER Profile. 9

Consumer Employer Representatives get Guardian Profiles in OR PTC DCI. 10

Update Consumer Employer Representative Information.. 10

View/Edit Guardian Details. 11

Guardian Basic Demographics Tab.. 13

Guardian Authentication Information.. 14

Linking Client and Guardian Profiles. 14

Add or Remove Guardian.. 14

Linking a Guardian Profile to a Client Profile. 15

Unlinking a Guardian Profile and a Client Profile. 17

Provider (Employee) Profile Overview... 18

How to Create a Provider Profile. 18

Update Provider Information.. 18

View/Edit Provider Details. 19

Provider Basic Demographics Tab.. 20

Employee Information Tab.. 22

Provider Authentication Information Tab.. 23

Finding the Provider Number on the Employee Details Page. 24

State User Profile Overview... 25

How to Create and Update a State Profile. 25

Unlocking Profiles. 26

Authentication Details & Status. 28

Profile Authentication Status. 28

Reset Authentication Details. 28

Guidance Resources. 30

Disclaimer

The content found in this document is intended for staffusing the OR PTC DCI system.

...

1. First Name: Provider’s First Name
2. Last Name: Provider’s Last Name
3. Address: Provider’s Physical Address
4. Phone, Alternate Phone, and Mobile Number: Provider’s Primary, Alternate, and Mobile Phone Numbers
5. Email: Provider’s Email Address

...

Employee Information Tab 

...

• Quick Reference Guides – These are short documents intended to help guide users through common system tasks which will be faced regularly.
• Computer Based Trainings (CBTs) – These are online modules intended to allow users a more engaging experience as users click through the operations as the trainer is narrating the steps.
• Guides – These are longer documents which cover many system functions and walk users through what the screens look like as well as the fields that will need to be filled out.
• Business Processes – These explain the steps to complete different tasks, including the steps within Mainframe, OA, and OR PTC DCI. 

Related articles

...