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Roles Required: Super User

Permissions Required:  Case Worker Admin

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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:

1. Funding Account Source Case Worker - An employee at the funding source who requires access to all client information for accounts associated with the linked funding accountsource
2. Funding Source Account Case Worker - An employee at the funding source who requires access to all client accounts associated with information for the linked funding sourceaccount

Create Case Worker Profile

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1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
5. Click Search
6. Select the case worker from the table by clicking anywhere in the row
7. On the case worker details page, select a tab to export. Options include:
   1. Notes
   2. Attachments
   3. Events
   4. Custom Fields
8. Click Export
9. A CSV file will be generated
10. Click to open and access data in Excel

Link Case Worker Profile to

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an Existing Funding Source

1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
5. Click Search
6. Select the case worker from the table by clicking anywhere in the row
7. Click Actions
8. Select Edit Case Worker from the drop-down menu
   1. Click the Funding Source field drop-down and select the funding source. Click the blue Plus (+) button to add the funding source.
      1. This will link the case worker to the funding source
      2. Only select this option if the case worker needs access to all client accounts associated with the funding source
         1. If the Case Worker only needs certain accounts, link via the funding account (see Link Case Worker Profile to a New Funding Account section)
9. Click Save to continue and Yes to confirm

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