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Description: In this topic you , the user will learn how to create a new client profile, view client profiles and make edits and and view, edit, or deactivate client profiles.

*Please note: Client profiles added can not cannot be deleted, but the status may can be changed to inactive when making edits in the form wizard.

Role Required: SuperuserSuper User

Permission Required: Client Admin

Required Entities Before Creation:

• Cost Center

Create Client

1. Log in to your personal profileDCI
2. Click Home on Select Home from the main menu
3. Select Clients fromClick Clients on the submenu
4. Select the Click Actionsbutton
5. Select Add New Client from the actionsdropdown
6. The Add New Client form wizard will open up
7. Fill out the form wizard, by completing each of the following tabs. Select next to navigate to the next tab.
   1. Basic Demographics
   2. Client Information
   3. EVV Location
   4. Authentication Information
8. Last the form wizard will display the Review Summary
   1. If changes need to be made select the back button or the tab the information was entered on
9. Select the Save button to add the new client
10. Select Yes in the confirmation alert window

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1. . Complete the form wizard.
   1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Full Name (optional)
      4. Address (required): Client’s physical address
      5. GNIS Code (required): Click the blue search location link after entering the address. This will generate the GNIS Code.
      6. Time Zone (optional): Select from drop-down
      7. Phone (required)
      8. *Alternate Phone (optional)
      9. Mobile (optional)
      10. Email (required): If EVV will be used, a valid and unique email address for the client must be entered.
      11. DOB (required)
      12. **Profile reference (optional)
      13. *SSN (optional)
      14. *Verify SSN (required if SSN was entered)
      15. Allow SSN Retrieval: Yes or no options, default is no. If yes is selected, the SSN will be stored in a retrievable format for EVV aggregation. Only select yes if the funding source requires SSN to be aggregated.
      16. Attach Photo (optional): Required if facial recognition will be used for EVV
   2. Click Next
   3. Client Information tab:
      1. Client Id (required): Unique Id usually provided by the funding source
      2. Medicaid No (optional)
      3. Insurance Group No (optional)
      4. Insurance Plan No (optional)
      5. Insurance Payer No (optional)
      6. Insurance Number (optional)
      7. Certification Template (optional): Select if there are a set of certification requirements for employees working with this client
      8. Cost Center (required): Select the client’s home cost center
      9. Preferred Language (optional): Select the language spoken by the client
      10. *Received Date (optional): The date the client entered the company’s services
      11. *Packet Mailed (optional): The date the company completed and returned to the funding source all required documentation for the client to enter its services
      12. Client Status: Defaults to active. Select inactive when no longer a client.
      13. Discharge Date (optional): Enter at time of the client’s discharge
      14. Suspended Date (optional): Enter the date the client suspended services, i.e., for a hospitalization.
      15. **Code (optional)
      16. *Region (optional): The region in which the client receives services, as designated by the funding source.
      17. *Guardian (optional): Client’s guardian name if the client is not his or her guardian
      18. *Fee (optional): The fee charged to the program for serving the client
      19. *Primary Diagnosis (optional): The ICD-10 code that enables the client’s eligibility for service, as required by some funding sources.
      20. *Cost Share (optional): The client’s responsibility for payment toward services
      21. Enable Caregiver Rating Emails (optional): If checked the client and/or guardian will receive emails to rate their experience with their caregiver.
      22. Enable Care Management (optional): If checked the client will be available in the care management module for a plan of care and goal tracking.
      23. Enable Vendor Payment (FI mode only - optional): If checked the client will be eligible to make vendor payments.
      24. Enable Employer Reimbursement (FI mode only - optional): If checked the client will be eligible for reimbursements.
   4. Click Next
   5. EVV Location tab:
      1. Copy from Profile Address (optional): Copy the address from the basic demographics tab of the form.
      2. EVV Location Name (required if completing the form): The name of the location, i.e., home.
      3. EVV Location Type (required if completing the form): Select from drop-down
      4. Address (required if completing the form): The location address
      5. Country (required if completing the form)
      6. Phone Number (optional): Required for Phone EVV
      7. Phone Verified (required): Select yes or no, has the phone number been verified for Phone EVV?
      8. Phone Type (optional)
      9. Phone Carrier (optional)
      10. Begin Date (required if completing form): The first date the location is approved for use
      11. End Date (optional): The last date the location is approved if known.
      12. Status (required): Select from the drop-down.
      13. Primary (optional): Select if this is the primary location to receive services
   6. Click Next
   7. Authentication Information tab:
      1. Enable Client Login (optional): Required if client portal sign-off will be used for EVV. If enabled, DCI will send a system-generated email (sender email address is: support@dcisoftware.com) to the

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1. 1. 1. email address

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1. 1. 1. on the client profile. This email must be validated. 

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   1. 1. 1. 1. Password (required): Enter a temporary password. Hover over the white “i” (information) for password requirements. The client will be prompted to change their password when they log in.
            2. Confirm Password (required): Enter the same as above to confirm.
            3. Pin (required): Can be used instead of a password on mobile devices.
         2. Username (optional to change): Will be used by the client for all future logins.
         3. Authentication Status: Defaults to active if enable client login is checked. Defaults to disabled if enable client login is not checked.
      2. Click Next
   2. Review client information, click Save to continue, and Yes to confirm.

   View, Edit, or Deactivate Client Profile

   1. Log in to your personal profileDCI
   2. Select Click Home from on the main menu
   3. Select Click Clients from on the submenu
   4. Search for Enter the client by using the filters and select Search
   5. The search results will be displayed below the search box, select the client row by clicking any where in the row
   6. The Client Details page will open up and you can view all details
   7. 's name in the filter and click Search
   8. Click anywhere in the client row to open the Client Details page
   9. Click Actions Select the Actions button
   10. Select Edit Client from the Actions dropdowndrop-down menu
   11. View and make edits in the Edit Client form wizard
       1. To deactivate the client profile, change the status to Inactive on the basic demographics tab.
   12. Select Click Save to save changesSelect Yes in the confirmation alert windowand Yes to confirm

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