Field #	Field	Type	Description	Required	Comments
1	FullName	String	Full Name	Yes	Min Length: 2 Max Length: 50
2	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
3	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
4	City	String	City	Yes	Min Length: 2 Max Length: 20
5	State	String	State	Yes	The state's two letter abbreviation (i.e., AZ)
6	PostalCode	String	Postal Code	Yes	Length = 5 numerals
7	CountryCode	String	3 Letter Country Code	Yes	Should be USA
8	FundingSourceType	Int	Type of Funding Source (1, 2, 3)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	ProviderId	String	Provider Id for Funding Source	Optional	Must use existing Id in DCI
12	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
14	CostCenterId	Integer	Unique Cost Center Id	Yes	Use existing Id in DCI
15	SleepShiftStart	Time	Sleep shift Start Time	Optional	Format: hh:mm
16	SleepShiftEnd	Time	Sleep shift End Time	Optional	Format: hh:mm
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
18	EnableEDI	Bit	EDI is enabled or not	Yes	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
19	EnableEDITransmission	Bit	EDI Transmission is enabled or not	Conditional - If (EnableEDI = Yes), the EnableEDITransmission is mandatory field, otherwise the field can be left blank	Enumeration: ● 0 - No ● 1 - Yes *This column is contingent on the instance-level setting.
20	EDISenderID	Integer	EDI Sender ID	Conditional - If (EnableEDI = Yes), the EDISenderID is mandatory field, otherwise the field can be left blank	Min Length: 1 Max Length: 200 *This column is contingent on the instance-level setting.
21	EDIReceiverID	Integer	EDI Receiver ID	Conditional - If (EnableEDI = Yes), the EDIReceiverID is mandatory field, otherwise the field can be left blank	Unique Id of the Receiver *This column is contingent on the instance-level setting.
22	ExcludeFromAutoApproval	Bit	The field will define whether the Funding source entries be excluded from the Auto Approval scheduler	Yes	Enumeration: ● 0 - No ● 1 - Yes
23	AllowOfflineMobileApp	Bit	This field will define whether an employee is allowed to use the application in offline mode or not.	Yes	Enumeration: ● 0 - No ● 1 - Yes
24	RequireReasonCodeForManualEntries	Bit	The field will define whether the Reason Code will be required for Manual entries or not	Yes	Enumeration: ● 0 - No ● 1 - Yes
25	AllowSignatureEVVVerification	Bit	This field Checks whether Signature verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Signature Verification method is disabled ● 1 - Signature Verification method is enabled
26	AllowClientPasswordEVVVerification	Bit	This field Checks whether Password verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Password Verification method is disabled ● 1 - Password Verification method is enabled
27	AllowClientPinEVVVerification	Bit	This field Checks whether Pin verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Pin Verification method is disabled ● 1 - Pin Verification method is enabled
28	AllowPictureEVVVerification	Bit	This field Checks whether Picture verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Picture Verification method is disabled ● 1 - Picture Verification method is enabled
29	PerformPictureFacialRecognition	Bit	This field Checks whether Facial Recognition is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Facial recognition is disabled ● 1 - Facial recognition is enabled
30	PictureFacialMinPercentage	Integer	This field the column stores the Min percentage value for facial recognition	Optional	Allows Integer value FYI: Allows integer value from range 0 - 100
31	AllowFOBEVV VerificationAllowFOBEVVVerification	Bit	This field Checks whether FOB Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - FOB Verification method is disabled ● 1 - FOB Verification method is enabled
32	AllowVoiceRecordingEVVVerification	Bit	This field Checks whether Voice Verification method is enabled/ disabled corresponding to the Funding Source	Optional	Enumeration: ● 0 - Voice Verification method is disabled ● 1 - Voice Verification method is enabled
33	RequireReasonCodeForLateEntries	Bit	This field Checks whether reason code is required for late entries or not	Optional	Enumeration: ● 0 - Reason Code is not required for late entries ● 1 - Reason Code isrequired for late entries
34	AllowMobilePortalSignOffVerification	Bit	The field will define whether the EVV verification method of Client Sign Off is enabled or not	Optional	Allows 0 or 1 value. 0 = Disables Client Sign off Verification method 1 = Enables Client Sign off Verification method
35	AllowApproveUnverifiedPicture	Bit	The field will define whether unverified pictures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified Picture 1 = Enables Approve Unverified Picture
36	AllowApproveUnverifiedSignature	Bit	The field will define whether unverified signatures can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified signature 1 = Enables Approve Unverified signature
37	AllowApproveUnverifiedVoiceRecording	Bit	The field will define whether unverified recordings can be approved or not	Optional	Allows 0 or 1 value. 0 = Disables Approve Unverified recording 1 = Enables Approve Unverified recording
38	ScheduleCompareLogic	Bit	(Instance Level Setting) Select Default (Visit Start Time is compared to Schedule Start and Visit End Time is compared to Schedule End) or Duration (Visit Duration compared to Schedule Duration)	Yes, if instance level setting is enabled	0 = Default 1 = Duration
39	AllowedDeviation	String	(Instance Level Setting) The number of minutes a visit can deviate from the compared schedule entry and still be considered a match	Required if Duration is selected for Schedule Compare Logic	Min = 1 Max = 20
40	AutoDownwardBillableAmountAdjustment

Field #	Field	Type	Description	Required	Comments
1	FundingSourceId	Integer	Unique identifier for the Funding Source Profile	Yes	Must use existing Id in DCI
2	AccountType	Integer	Account Type for the Service Code	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
3	ServiceCodeName	String	Name of the Service Code	Yes	Min Length: 1 Max Length: 200
4	FundingType	Integer	(FI Mode Only) Type of Funding Account	Required for Fiscal Intermediary Mode	1 - Units 2 - Dollar
5	BillCode	String	Funding Source Code for Billing	Yes	Min Length: 2 Max Length: 20
6	BillCodeModifier1	String	Bill code modifier	Optional	2 Alpha-numeric characters
7	BillCodeModifier2	String	Bill code modifier	Optional	2 Alpha-numeric characters
8	BillCodeModifier3	String	Bill code modifier	Optional	2 Alpha-numeric characters
9	BillCodeModifier4	String	Bill code modifier	Optional	2 Alpha-numeric characters
10	Billable	Boolean	Service Code Entries will be Billable	Yes	0 - False 1 - True
711	BillingUnit	Integer	The type of Billing Units (Hourly, Daily, etc.)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
812	BillingMultiplier	Integer	Billing Multiplier	Conditional - Required if BillingUnit = Hourly	Should be 1, 2 or 3 (Refer to ImportProfile Static Data File)
913	DefaultBillingModifier	String	The default Billing Modifier	Optional	Min Length: 1 Max Length: 50
1014	RoundingIncrement	Integer	Rounding Increment	Conditional - Required if Billable = Yes & Billing Unit = Hourly	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
1115	RoundingType	Integer	Type of Rounding applied to Punch Entries	Conditional - Required if RoundingIncrement = 25 / 50 / 100	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
1216	BillingRollupType	Integer	Billing Rollup Types	Conditional - Required if Billable field = Yes	Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File)
1317	PayBackRebill	Boolean	Pay Back Rebill and it should be 0/ 1	Conditional - Required if Funding Type = Dollar & Account Type = Hourly & Billing Unit = Dollar	0 - False 1 - True
1418	DefaultPayRate	Decimal	The default Rate for Employee Pay per Unit	Conditional - Required if Account Type = Hourly or Client Transportation & Payable = Yes	Should be less than 999.99
1519	HasMaxPayRate	Boolean	Pay Rate Max Limit and it should be 0/ 1	Conditional - Required if Account Type = Hourly OR Account Type = Client Transportation	0 - False 1 - True
1620	MaxPayRate	Decimal	Max Pay Rate allowed for Employee Service Account	Conditional - Required if Account Type = Hourly or Account OR ype = Client Transportation & HasMaxPayRate = Yes	Must include 2 digits following the decimal (X.XX)
1721	ShowRemainingBalance	Boolean	Yes = Show the remaining authorization balance appears in units when an employee creates a punch	Conditional - Required if Account Type = Hourly OR Client Transportation	0 – No 1 – Yes
1822	ShowMonthlyBalance	Boolean	Yes = Displays the remaining monthly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
1923	ShowWeeklyBalance	Boolean	Yes = Displays the remaining weekly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
2024	ShowDailyBalance	Boolean	Yes = Displays the remaining daily balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
2125	AllowDiagnosisCode	Boolean	Diagnostic Code is allowed or is not allowed	Conditional - Required if Account Type = Hourly	0 - False (won’t display the Diagnostic Code field when creating the Punch) 1 - True (will display the Diagnostic Code field when creating the Punch)
2226	AllowReimbursements	Boolean	(FI Mode Only) Allow Reimbursements or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Dollar	0 - False 1 - True
2327	AllowVendorPayments	Boolean	(FI Mode Only) Allow Vendor Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar	0 - False 1 - True
2428	AllowBonusPayment	Boolean	(FI Mode Only) Allow Bonus Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Dollar	0 - False 1 - True
2529	AllowAccruedTimePayments	Boolean	(Instance Level Setting Only) Allow Accrued Time Payments and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Unit	0 - False 1 - True
2630	AccruedTimePayCode	Integer	(Instance Level Setting Only) Accrued Time Pay Code (This row should only be present if dollars-based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & AllowAccruedTimePayments = Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
2731	EVVRequired	Boolean	EVV Required/Not Required	Conditional -Required when account type = hourly or client transportation	0 - False 1 - True Defaults to 0
2832	RequireEVVLocation	Boolean	Require EVV Locations/Not Require	Conditional - Required if Account Type = Hourly – all other account types column should be left blank	0 - False 1 - True
2933	Description	String	Description	Optional	Min Length: 1 Max Length: 200
3034	ServiceCodeReference1	String	Service Code Reference 1 for additional Data	Optional	Min Length: 1 Max Length: 250
3135	ServiceCodeReference2	String	Service Code Reference 2 for additional Data	Optional	Min Length: 1 Max Length: 250
3236	ServiceCodeReference3	String	Service Code Reference 3 for additional Data	Optional	Min Length: 1 Max Length: 250
3337	DefaultCPTCode	Alphanumeric	CPT Code	Optional	Length: 5 characters Enter either CPT or HCPCS
3438	DefaultHCPCSCode	Alphanumeric	HCPCS Code	Optional	Length: 5 characters Enter either CPT or HCPCS
3539	CertificationTemplateId	Integer	The unique identifier for the Certification Template	Optional	Must use existing Id in DCI
3640	EVVAggregationRequired	Bit	Checks whether EVV Aggregation is required or not corresponding to the Service Code		Allows value either 0 or 1. Enumeration: 0 - EVV Aggregation is not required corresponding to the Service Code 1 - EVV Aggregation is required corresponding to the Service Code
3741	IsTravelTime	Bit	Travel Time is allowed or not with respect to Service Code	Optional (By Default value is set to “0”)	Allows value either 0 or 1. Enumeration: 0 - Travel Time Entry is not considered with respect to the Service Code 1 - Travel Time Entry is considered with respect to the Service Code
42	RequireCareNotes	Bit	Checks whether Care Notes are required or not corresponding to the hourly Service Code	Conditional – Required for Hourly account type when the Care Management module is enabled. For all other account types the column should be left blank.	Allows value either 0 or 1. Enumeration: 0 – No 1 – Yes

Roles

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	The unique identifier for the Profile	Yes	Should be an existing Id of Employee Profile
2	CostCenterId	Integer	The unique identifier for the Cost Center	Yes	Should be an existing Id of Cost Center
3	Role	Integer	The Role to be assigned	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center

...

Field #	Field	Type	Description	Required	Comments
1	FirstName	String	First Name	Yes	Min Length: 2 Max Length: 50
2	LastName	String	Last Name	Yes	Min Length: 2 Max Length: 50
3	FullName	String	Full Name	Optional	Min Length: 2 Max Length: 200
4	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
5	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
6	City	String	City	Yes	Min Length: 2 Max Length: 20
7	State	String	State	Yes	The state's two letter abbreviation (i.e., AZ)
8	PostalCode	String	Postal Code	Yes	Length = 5 numerals
9	CountryCode	String	3 Letter Country Code	Yes	Should be USA
10	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
11	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
12	MobilePhone	String	Mobile Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
13	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
14	TimeZone	String	Time Zone	Yes	Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center
15	CostCenterId	Integer	Unique Identifier for the Cost Center	Yes	Must use existing Id in DCI
16	DOB	Date	Date of Birth	Yes	MM/DD/YYYY
17	Username	String	Username for login *Activation email is not automatically sent to employee after import	Yes	Min Length: 6 characters Max Length: 50 characters
18	Password	String	Password for login *Requires employee to change password on first log in after import	Yes	Min Length: 10 characters Max Length: 32 characters Must be at least 10 characters, Must contain 1 uppercase letter, lowercase letters, numbers and special characters
19	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
20	EmployeeType	Integer	Employee Type	Yes	See “Import Profile Static Data File”
21	EmployeeNumber	String	Third-party Employee Number	Yes	Min Length: 2 Max Length: 20
22	SSN	String	Social Security Number *Must be cleartext (not encrypted)	Conditional The field will be Optional when Retain SSN is set to No in instance level setting. If Retain SSN is set to Yes then SSN becomes mandatory.	Min and Max Length: 9 (Numerals) SSN will be conditionally optional when Employee Type is Contractor (5)
23	ProfessionalID1	String	Third-party Professional Identifier 1	Optional	Min Length: 2 Max Length: 20
24	ProfessionalID2	String	Third-party Professional Identifier 2	Optional	Min Length: 2 Max Length: 20
25	PayrollId	String	Third-party Payroll Identifier	Optional	Min Length: 2 Max Length: 20
26	WeeklyHours	Decimal	Weekly Hours available to Work	Yes	Min Length: 2 Max Length: 20
27	HolidayScheduleId	Integer	Holiday Schedule Identifier	Yes	Unique existing Id for a particular Holiday Schedule
28	TemplateId	Integer	Certification Template Id	Optional	Must use existing Id in DCI
29	DomesticWorker	Boolean	Domestic Worker	Yes	0 - No 1 - Yes
30	OneDayRestIn7Exemption	Boolean	OneDayRestIn7Exemption	Conditional -Required if DomesticWorker = Yes	0 - No 1 - Yes
31	PreferredDayOfRest	Integer	Preferred Day Of Rest	Conditional - Required if OneDayRestIn7Exemption = 1	Day Integer Sunday 0 Monday 1 Tuesday 2 Wednesday 3 Thursday 4 Friday 5 Saturday 6
32	RetainSSN	Bit	Checks whether the SSN needs to be stored in Encrypted SSN or not.	Yes	Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes
33	HireDate	DateTime	Hire Date of Employee	No	Should be in format “MM/DD/YYYY”
34	Pin	nvarchar	Login Pin of the Employee	Yes	Min Length: 4 Max Length: 4
35	ProfileStatus	Integer	Status of the Employee *Imported employee profile status is set to Active	Yes	Must be a valid Status: ● 1 - Active ● 2 - Inactive
36	PreferredLanguage	nVarchar	Preferred language for an Employee	Yes	Must be a valid value: ● en - English ● es - Spanish ● vi - Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali ● ar - Arabic

Client

Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Yes

Min Length: 1

Max Length: 50

2

LastName

String

Last Name

Yes

Min Length: 1

Max Length: 50

3

FullName

String

Full Name

Optional

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

The state's two letter abbreviation (i.e., AZ)

8

PostalCode

String

Postal Code

Yes

Length = 5 numerals

9

CountryCode

String

3 Letter Country Code

Yes

Should be USA

10

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

MobilePhone

String

Cell Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

13

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

14

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

15

CostCenterId

Integer

Unique Identifier for the Cost Center

Yes

Use the existing Cost Center Id from DCI

16

DOB

Date

Date of Birth

Yes

Format: MM/DD/YYYY

17

Username

String

Username for login

Optional

Min Length: 6 characters

Max Length: 50 characters

18

Password

String

Password for login

Optional

Min Length: 10 characters

Max: 32 characters

19

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

20

ClientNumber

Integer

Third-party Client Number

Yes

Min Length: 1

Max Length: 20

21

MedicaidNumber

String

Medicaid Number

Optional

Min Length: 2

Max Length: 20

22

InsuranceNumber

String

Third-party Insurance Number

Optional

Min Length: 2

Max Length: 20

23

InsurancePlan

String

Insurance Company Plan

Optional

Min Length: 2

Max Length: 20

24

InsuranceGroup

String

Insurance Company Group

Optional

Min Length: 2

Max Length: 20

25

InsurancePayerId

String

Insurance Company Payer Number

Optional

Min Length: 2

Max Length: 20

26

ClientCode

String

Third-party code for the Client

Optional

Min Length: 2

Max Length: 20

27

RegionId

String

Third-party Region Name

Optional

Min Length: 2

Max Length: 25

28

SSN

String

Social Security Number

*Must be cleartext (not encrypted)

Optional

Min and Max Length: 9 (Numerals)

29

TemplateId

Integer

Existing Certification Template Id from DCI

Optional

Must use existing Id in DCI

30

Fee

Decimal

Fee Amount

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

31

DiagnosisCodeCostShare

String

Decimal

Cost ShareCode Linked with a Client Profile

Optional

Min Length: 1

Max Length: 50

32

CostShare

Decimal

Cost Share

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

3332

EnableCaregiverRatingEmails

Int

Allows clients to rate the caregiver for services they’ve received

Yes

Must be 0 or 1 value

Value:

● 0 – No

● 1 - Yes

3433

ReceivedDate

Date

Received Date

Optional

Format: MM/DD/YYYY

3534

RetainSSN

Bit

Checks SSN needs to store in encrypted form or not

No

Must be 0 or 1 value

Value:

● 0 - No

● 1 - Yes

3635

Varchar

Login Pin of the Client

Yes

Min/Max Length: 4

3736

ProfileStatus

Integer

Status of the Client Profile

*Imported client profile status is set to Active

Yes

Must be a valid Status:

● 1 - Active

● 2 - Inactive

3837

PreferredLanguage

Varchar

Preferred language for a Client

Yes

Must be a valid value:

● en - English

● es - Spanish

● vi- Vietnamese

● zh - Mandarin

● ru - Russian

● so - Somali

● ar - Arabic

Guardian

Field #	Field	Type	Description	Required	Comments
1	FirstName	String	First Name	Yes	Min Length: 2 Max Length: 50
2	LastName	String	Last Name	Yes	Min Length: 2 Max Length: 50
3	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
4	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
5	City	String	City	Yes	Min Length: 2 Max Length: 20
6	State	String	State	Yes	State abbreviation of 2 characters i.e., Min Length and Max Length: 2
7	PostalCode	String	Postal Code	Yes	Length = 5 numerals
8	CountryCode	String	3 Letter Country Code	Yes	Should be USA
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	MobilePhone	String	Mobile Number	Optional	10-digit phone number; exclude dashes and parentheses
12	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
14	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
15	Username	String	Username for Login	Optional	Min Length: 6 characters Max Length: 20 characters
16	Password	String	Password for Login	Optional	Min Length: 10 characters Max Length: 32 characters
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200

...

Field #	Field	Type	Description	Required	Comments
1	Name	String	Name	Yes	Min Length: 6 Max Length: 200
2	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
3	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
4	City	String	City	Yes	Min Length: 2 Max Length: 20
5	State	String	State	Yes	State abbreviation of 2 characters i.e., Min Length and Max Length: 2
6	PostalCode	String	Postal Code	Yes	Length = 5 numerals
7	CountryCode	String	3 Letter Country Code	Yes	Should be USA
8	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
12	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
13	ProfileReference	String	Third-party reference number for the Profile	Optional	Max Length: 200
14	EVVRequired	Boolean	EVV Required	Yes	0 - False 1 - True
15	EnableGeofencing	Boolean	Enable Geofencing	Conditional -Required if EVVRequired = 1 True	0 - False 1 - True
16	RequiresMultipleClientPerPunch	Boolean	Requires Multiple Client Per Punch	Yes	0 - False 1 - True
17	MinimumNumberOfAttendees	Integer	Value of the minimum number of Attendees should be defined	Required	The column is selectively mandatory when RequiresMultipleClientPerPunch=1

Update Employee Profile

...

of the ProfileShould of the Employee ProfileDataElementName of the columns
-          SSN
-          EmployeeNumber
-          RetainSSN
-          ProfileReference
-          AuthenticationStatus
Columns:
SSN
Should be of 9 Numerals
EmployeeNumber
Min Length - 2
Max Length - 20
ProfileReference
Min Length - 2
Max Length - 200
RetainSSN
Must have value 0 or 1
Value:
●       0 - No
●       1 - Yes
AuthenticationStatus
Should be the existing Authentication status Id:
●       1 - Active
●       2 - Locked
Field #
Field
Type
Description
Required
Comments
1
ProfileId
Integer
Unique profile Id
Yes
Must be the existing employee profile Id
2
FirstName
String
First Name
Yes
3
NewDataValue
String
Data
No
Data corresponding to the column
-          SSN
-          EmployeeNumber
-          RetainSSN
-          ProfileReference
-          AuthenticationStatus

Update Client Profile Element

...

Field #

...

Field

...

Type

...

Description

...

Required

...

Comments

...

1

...

ProfileId

...

Integer

...

Unique Id of the Profile

...

Yes

...

Should be the existing Id of the Client Profile

...

2

...

DataElementName

...

String

Name of the columns

- SSN

- ClientNumber

- RetainSSN

- ProfileReference

- AuthenticationStatus

- EnableCareGiverRatingEmails

- EnableCareManagement

- EnableVendorPayments

- EnableEmployerReimbursement

...

Yes

Columns:

SSN

Should be 9 Numerals

ClientNumber

Min Length: 1

Max Length: 20

RetainSSN

Must have value (0 or 1)

Value:

● 0 - No

● 1 - Yes

ProfileReference

Min Length: 1

Max Length: 200

AuthenticationStatus

Must be an existing Id of the Authentication:

● 1 - Active

● 2 - Locked

EnableCareGiverRatingEmails

Must have value (0 or 1)

Value:

● 0 - No

● 1 - Yes

EnableCareManagement

Must have value (0 or 1)

Value:

● 0 - No

● 1 - Yes

EnableVendorPayments

Must have value (0 or 1)

Value:

● 0 - No

● 1 - Yes

EnableEmployerReimbursement

Must have value (0 or 1)

Value:

● 0 - No

● 1 - Yes

	Yes	Min Length: 2 Max Length: 50
3	LastName	String	Last Name	Yes	Min Length: 2 Max Length: 50
4	FullName	String	Full Name	Optional	Min Length: 2 Max Length: 200
5	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
6	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
7	City	String	City	Yes	Min Length: 2 Max Length: 20
8	State	String	State	Yes	The state’s two letter abbreviation (i.e., AZ)
9	PostalCode	String	Postal Code	Yes	Length = 5 numerals
10	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
11	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
12	MobilePhone	String	Cell Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
13	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
14	TimeZone	String	Time Zone	Yes	See “Imports – Static Data Reference File – Admin Guide” in the Help Center
15	CostCenterId	Integer	Unique cost center Id	Yes	Must be the existing cost center Id
16	DOB	Date	Date of Birth	Yes	Format: MM/DD/YYYY
17	ProfileReference	String	Third-party reference number for the profile	Optional	Min Length: 1 Max Length: 200
18	EmployeeType	Integer	Employee Type	Yes	See “Imports – Static Data Reference File – Admin Guide” in the Help Center: Hourly Non-Exempt: 2 Salary Exempt: 3 Salary Non-Exempt: 4 Contractor: 5
19	EmployeeNumber	String	Third-party employee number	Yes	Min Length: 2 Max Length: 20
20	SSN	String	Social Security Number	Yes	Min and Max Length: 9 (Numerals) Full non-encrypted social security number
21	ProfessionalId1	String	Third-party professional identifier	Optional	Min Length: 2 Max Length: 20
22	ProfessionalId2	String	Third-party professional identifier	Optional	Min Length: 2 Max Length: 20
23	PayrollId	String	Third-party payroll identifier	Optional	Min Length: 2 Max Length: 20
24	WeeklyHours	Decimal	Weekly Hours available to work	Yes	Min Length: 2 Max Length: 20
25	HolidayScheduleId	Integer	Holiday Schedule identifier	Yes	Must be the existing holiday schedule Id
26	TemplateId	Integer	Certification Template Id	Optional	Must be the existing certification template Id
27	DomesticWorker	Boolean	Domestic Worker	Yes	0 – No 1 - Yes
28	OneDayRestIn7Exemption	Boolean	One Day of Rest in 7 Exemption	Yes	0 – No 1 - Yes
29	PreferredDayOfRest	Integer	Preferred Day Of Rest	Conditional – Required if OneDayRestIn7Exemption = 1 (Yes)	0 – Sunday 1 – Monday 2 – Tuesday 3 – Wednesday 4 – Thursday 5 – Friday 6 - Saturday
30	RetainSSN	Bit	Checks whether the SSN needs to be stored in Encrypted SSN or not	No	0 – No 1 - Yes
31	HireDate	Date	Hire Date of Employee	No

...

3

...

NewDataValue

...

String

...

Data

...

No

...

Data corresponding to the columns:

- SSN

- ClientNumber

- RetainSSN

- ProfileReference

- AuthenticationStatus

- EnableCareGiverRatingEmails

- EnableCareManagement

- EnableVendorPayments

- EnableEmployerReimbursement

Accounts

Client Funding Accounts

Conditional -Required for Residential Program Accounts10EndDateDateTimeEnd Date Account

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Client Profile	Yes	Must use existing Id in DCI
2	ServiceCodeId	Integer	Unique identifier for the Service Code. Can be found on Service Codes Report, in the column Service Code ID.	Yes	Must use existing Id in DCI
3	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
4	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
5	UnitId	Integer	Unique identifier for the Units for the Account Should match the Billing Unit provided in corresponding Service Code.	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
6	AccountCodeRef	String	Third-party code for the Account	Optional	Min Length: 1 Max Length: 255
7	MinEntryAmount	Decimal	Minimum Entry Amount and it can be 0, which indicates unused	Optional	Should be Less than 999.99
8	MaxEntryAmount	Decimal	Maximum Entry Amount and it can be 0, which indicates unused	Optional	Should be Less than 999.99
9	StartDate	DateTime	Start Date of the Account
	Format: MM/DD/YYYY
32
Pin
Nvarchar
Login Pin of the
Conditional - Required for Residential Program Accounts and should be blank for other Types	Format: MM/DD/YYYY
11	StaffRatio	Integer	Client Staff Ratio	Conditional - Required for Day Program Accounts and should be blank for other Types of Account	Min Length: 1 Max Length: 5
12	RegionId	Integer	Unique Identifier for Region	Conditional - Required only if Region Exists for corresponding to Funding Source, otherwise can be left blank	Must use existing Id in DCI
13	CaseWorkerId	Integer	Unique Identifier for Caseworker	Optional	Caseworker Id representing Funding Source

Client Service Accounts

Employee

Yes

Min/Max Length: 4

33

ProfileStatus

Integer

Status of the Employee

Yes

1 – Active

2 - Inactive

Update Employee Profile Element

StartDate

EndDate

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for Id of the Program Profile	Yes	Must use Should be the existing Id in DCIof the Employee Profile
2	ParentAccountIdDataElementName	Integer	Client Funding Account Id. Can be found on Funding Account Report, in the column Account ID.	Yes	Must use existing Id in DCI
3	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
4	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
5	AccountType	Integer	Account Type for Client Service Account	Yes	3 - Day Program 2 - Residential 4 - Group Service 13 - Parenting 14 - Transportation
6	DateTime	Start Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY	7	DateTime	End Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY

Employee Service Accounts

String

Name of the columns

- SSN

- EmployeeNumber

- RetainSSN

- ProfileReference

- AuthenticationStatus

Yes

Columns:

SSN

Should be of 9 Numerals

EmployeeNumber

Min Length - 2

Max Length - 20

ProfileReference

Min Length - 2

Max Length - 200

RetainSSN

Must have value 0 or 1

Value:

● 0 - No

● 1 - Yes

AuthenticationStatus

Should be the existing Authentication status Id:

● 1 - Active

● 2 - Disabled

● 3 - Locked

3

NewDataValue

String

Data

No

Data corresponding to the column

- SSN

- EmployeeNumber

- RetainSSN

- ProfileReference

- AuthenticationStatus

Update Client Profile Element

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for Id of the Employee Profile	Yes	Must use Should be the existing Id in DCIof the Client Profile
2	ParentAccountIdDataElementName	Integer	Unique identifier for the Client Funding Account ‘or’ the Master Program Account (Day, Residential, etc.) to be associated with the Employee Service Account	Yes	Should be an existing Id of Client Funding Account for hourly and client transportation or Master Program Account for programs	String	Name of the columns - SSN - ClientNumber - RetainSSN - ProfileReference - AuthenticationStatus - EnableCareGiverRatingEmails - EnableCareManagement - EnableVendorPayments - EnableEmployerReimbursement	Yes	Columns: SSN Should be 9 Numerals ClientNumber Min Length: 1 Max Length: 20 RetainSSN Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes ProfileReference Min Length: 1 Max Length: 200 AuthenticationStatus Must be an existing Id of the Authentication: ● 1 - Active ● 2 - Disabled ● 3 - Locked EnableCareGiverRatingEmails Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes EnableCareManagement Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes EnableVendorPayments Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes EnableEmployerReimbursement Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes
3	NewDataValue	String	Data	No	Data corresponding to the columns: - SSN - ClientNumber - RetainSSN - ProfileReference - AuthenticationStatus - EnableCareGiverRatingEmails - EnableCareManagement - EnableVendorPayments - EnableEmployerReimbursement

Accounts

Client Funding Accounts

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Client Profile	Yes	Must use existing Id in DCI
2	ServiceCodeId	Integer	Unique identifier for the Service Code. Can be found on Service Codes Report, in the column Service Code ID.	Yes	Must use existing Id in DCI
3	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
4	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
5	UnitId	Integer	Unique identifier for the Units for the Account Should match the Billing Unit provided in corresponding Service Code.	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
6	AccountCodeRef	String	Third-party code for the Account	Optional	Min Length: 1 Max Length: 255
7	MinEntryAmount	Decimal	Minimum Entry Amount and it can be 0, which indicates unused	Optional	Should be Less than 999.99
8	MaxEntryAmount	Decimal	Maximum Entry Amount and it can be 0, which indicates unused	Optional	Should be Less than 999.99
9	StartDate	DateTime	Start Date of the Account	Conditional -Required for Residential Program Accounts	Format: MM/DD/YYYY
10	EndDate	DateTime	End Date of the Account	Conditional - Required for Residential Program Accounts and should be blank for other Types	Format: MM/DD/YYYY
11	StaffRatio	Integer	Client Staff Ratio	Conditional - Required for Day Program Accounts and should be blank for other Types of Account	Min Length: 1 Max Length: 5
12	RegionId	Integer	Unique Identifier for Region	Conditional - Required only if Region Exists for corresponding to Funding Source, otherwise can be left blank	Must use existing Id in DCI
13	CaseWorkerId	Integer	Unique Identifier for Caseworker	Optional	Caseworker Id representing Funding Source

Client Service Accounts

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Program Profile	Yes	Must use existing Id in DCI
2	ParentAccountId	Integer	Client Funding Account Id. Can be found on Funding Account Report, in the column Account ID.	Yes	Must use existing Id in DCI
3	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
4	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
5	AccountType	Integer	Account Type for Client Service Account	Yes	3 - Day Program 2 - Residential 4 - Group Service 13 - Parenting 14 - Transportation
6	StartDate	DateTime	Start Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY
7	EndDate	DateTime	End Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY

Employee Service Accounts

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Employee Profile	Yes	Must use existing Id in DCI
2	ParentAccountId	Integer	Unique identifier for the Client Funding Account ‘or’ the Master Program Account (Day, Residential, etc.) to be associated with the Employee Service Account	Yes	Should be an existing Id of Client Funding Account for hourly and client transportation or Master Program Account for programs
3	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Should be an existing Id of Cost Center
4	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
5	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
6	AccountCodeRef	String	Third-party Code for the Account	Optional	Min Length: 2 Max Length:
3	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Should be an existing Id of Cost Center
4	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
5	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
6	AccountCodeRef	String	Third-party Code for the Account	Optional	Min Length: 2 Max Length: 255
7	MinEntryAmount	Decimal	Minimum Entry Amount	Optional	Should be less than 999.99
8	MaxEntryAmount	Decimal	Maximum Entry Amount	Optional	Should be less than 999.99
9	AccountType	Integer	The Type of Account	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
10	StartDate	Date	Start Date of Employee Service Account	Optional	Format: MM/DD/YYYY
11	EndDate	Date	End Date of Employee Service account	Optional	Format: MM/DD/YYYY
12	EvvFrequencyInterval	Integer	EVV Frequency Interval	Conditional: Required if EVVFrequencyType = ClockIn, out and Define Intervals during shift	Value should be between 1 and 240
13	EvvFrequencyType	Integer	EVV Frequency Type	Conditional The field is mandatory if EVV Required is “Yes” in Service Code, otherwise the field can be left blank	See “Admin Guide: Static Data Reference File for Imports” in the Help Center This will be used only for Hourly Account Type
14	PTOIncrement	Decimal	Increment in which entries for PTO service accounts should be created (e.g. “8” would mean one PTO entry = 8 hours)	No	Value should be between 0.25 and 23.98 and only for PTO Account Type
15	AllowsOverlappingRates	Boolean	The field checks whether the user is allowed to create multiple Pay Rates for a Date of Service or not	Yes	0 - False 1 - True
16	PayRate	Numeric	Payrate Name Item Id	Yes	Must use existing Id in DCI . Is Relationship type pay rate in Static Data Reference Guide.
17	BurdenMultiplier	Decimal	Burden Multiplier (FI Mode Only)	Yes	FI Mode Only. This column should only be present when dollars-based authorizations are enabled.
18	RelationshipType	Integer	Type of the Relationship	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
19	EmployeeNumber	String	Employee Number (FI Mode Only)	No	FI Mode Only Min length: 2 Max length: 20 Number should be alpha-numeric.
20	Payability	Boolean	Payability and it will be either 1 or 5	Conditional - Required if Account Type = Mileage	1 - Non Payable 5 - Payable
21	EVVExempt	Bit	This field Checks whether EVV Exempt is enabled/ disabled in service account	Optional	Allows value either 0 or 1. ● 0= EVV Exempt is disabled ● 1 = EVV Exempt is enabled
22	DisplayAuthWidget	Boolean	Enabling will display the authorizations widget on the employees dashboard, available for hourly and client transportation	Conditional -Required if Account Type = Hourly, Client Transportation	Enable Display Auth Widget Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes

...

Field #	Field	Type	Description	Required	Comments
1	EntryId	Integer	Valid Entry Id	Yes	Must use existing Id in DCI
2	Date	Date	Date for which changes are to be made	Yes	Must be in format “MM/DD/YYYY”
3	Amount	Decimal	Amount value to update i.e., Amount to be updated in the authorization entry	Yes	Must include 2 digits following a decimal (xx.xx)
4	ReasonId	Integer	Reason Id Valid existing Id for the Reason present in Authorization Balance Adjustment Reason	OptionalYes	Must use existing Id in DCI
5	Description	String	Description for Adjustment	Optional	Max Length = Not defined

...

Field #	Field	Type	Description	Required	Comments
1	AuthID	Integer	Valid Authorization ID	Yes	Existing Authorization ID for which we want to update Date Range
2	RateStartDate	Date	Start Date that you want to update for existing Authorization	Yes	Valid Date Format: MM/DD/YYYY
3	RateEndDate	Date	End Date that you want to update for existing Authorization	Yes	for existing Authorization	Yes	Valid Date Format: MM/DD/YYYY

Entries

Employee Entries

Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Identifier of the Employee Service Account	Yes	Must use existing Id in DCI
2	Amount	Decimal	Amount corresponding to the Entry	Yes	Difference between StartDateTime and EndDateTime
3	EntryReference	string	The third-party reference for the Entry	Optional	Max Length: 250
4	StartDate	DateTime	Start Date and Time for the Punch	Yes	Must be in format MM/DD/YYYY hh:mm
5	EndDate	DateTime	End Date and Time for the Punch	Yes	Must be in format Valid Date Format: MM/DD/YYYY hh:mm

...

6

...

Min Length = 1

Max Length = 200

DiagnosticCode
Field #	Field	Type	Description	Required	Comments
string	Id of the Diagnostic Code	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Rate Id of Pay Rate associated with	1	AccountId	Integer	Identifier of the Employee Service Account	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates	Must use existing Id in DCI
2	Amount	Decimal	Amount corresponding to the Entry	Yes	Difference between StartDateTime and EndDateTime

8	CannedStatementId	Integer	Canned Statement Id associated with Entry	Optional	Must use existing Id in DCI
9	ReasonCodeId	Integer	Reason Code Id associated with Entry	Conditional - Required (The field is mandatory if any Reason Code is linked corresponding to the Funding Source else the field can be left blank)	Must use existing Id in DCI
10	ReasonCodeText	Varchar	Reason Code Text linked corresponding to the Reason Code	Conditional - Required (If RequireFreeTextNote = Yes, it is mandatory for user to add Reason Code Text otherwise can be left blank)	Min Length: 4	3	EntryReference	string	The third-party reference for the Entry	Optional Max Length: 250
411	StartDateNotes	DateTime	Start Date and Time for the Punch	Yes	Must be in format MM/DD/YYYY hh:mm
5	EndDate	DateTime	End Date and Time for the Punch	Yes	Must be in format MM/DD/YYYY hh:mm
6	DiagnosticCode	string	Id of the Diagnostic Code	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Rate Id of Pay Rate associated with Employee Service Account	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates	Must use existing Id in DCI
8	CannedStatementId	Integer	Canned Statement Id associated with Entry	Optional	Must use existing Id in DCI
9	ReasonCodeId	Integer	Reason Code Id associated with Entry	Conditional - Required (The field is mandatory if any Reason Code is linked corresponding to the Funding Source else the field can be left blank)	Must use existing Id in DCI
10	ReasonCodeText	Varchar	Reason Code Text linked corresponding to the Reason Code	Conditional - Required (If RequireFreeTextNote = Yes, it is mandatory for user to add Reason Code Text otherwise can be left blank)	Min Length: 4 Max Length: 250
11	Notes	String	Free Text Note that’s to be linked with the Entry	Optional

...

String

Free Text Note that’s to be linked with the Entry

Optional

Min Length = 1

Max Length = 200

Void Employee Entries

Field #	Field	Type	Description	Required	Comments
1	EntryId	Integer	The Unique Id of Punch	Yes	Id of Punch that needs to be voided
2	Note	String	Note	Optional	Any Note to be linked with the entry

Client Fee Entries (FI Mode Only)

Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Valid Entry Id	Yes	Valid Id for Funding Account
2	Date	Date	Date for which changes are to be made	Yes	Valid Date Format: MM/DD/YYYY
3	Amount	Decimal	Amount value to update i.e., Amount to be updated in the authorization entry	Yes	Min length = 2 Max length = 150
4	Note	String	Any Note to be attached for the Entry	Optional	Max Length = Not Defined
5	FeeType	Integer	Valid Fee Type Id	Optional	Should be an existing Id of Fee Type

Group Service Employee Entries

Field #	Field	Type	Description	Required	Comments
1	EntryIdAccountId	IntegerThe	Unique Id of PunchUnique identifier for the Employee Group Service Account	YesId	of Punch that needs to be voidedMust use existing Id in DCI
2	NoteAmount	StringDecimal	NoteEntry Amount	Optional	Any Note to be linked with the entry

Client Fee Entries (FI Mode Only)

Yes	Difference between StartDateTime and EndDateTime
3	EntryRef	String	The third-party reference for the Entry	Optional	Max Length: 250
4	StartDate	DateTime	Start Date and Time for the Punch	Yes	Must be in format “MM/DD/YYYY”
5	EndDate	DateTime	End Date and Time for the Punch	Yes
Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Valid Entry Id	Yes	Valid Id for Funding Account
2	Date	Date	Date for which changes are to be made	Yes	Valid Date Format: MM/DD/YYYY hh:mm
36	AmountDiagnosticCode	Decimal	Amount value to update i.e., Amount to be updated in the authorization entry	Yes	Min length = 2 Max length = 150
4	Note	String	Any Note to be attached for the Entry	Optional	Max Length = Not Defined
5	FeeType	Integer	Valid Fee Type Id	Optional	Should be an existing Id of Fee Type

Group Service Employee Entries

String

Diagnostic Code for the Punch

Optional

Min Length: 2

Max Length: 20

7

PayRate

Integer

Pay Rate corresponding to the punch entry.

Rate Id of PayRate associated with Employee Service Account.

Blank unless

AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates

Must use existing Id in DCI

Group Service Client Entries

Field #	Field	Type	Description	Required	Comments
1	EmployeeEntryId	Integer	Unique Punch Id created through Group Service Employee Entry	Yes	Should be an existing Id of the Employee Entry
2
Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Unique identifier for the Employee Group Service Client Service Account	Yes	Must use existing Id in DCI
23	Amount	Decimal	Entry Amount	Yes	Difference between StartDateTime and EndDateTime Should be the same as of Employee Entry data
43	EntryRef	String	The third-party reference for the Entry	Optional	Max Length: 250
45	StartDate	DateTime	Start Date and Time for the Punch Punch	Yes	Must be in format “MMFormat: MM/DD/YYYY”YYYY hh:mm Should be the same as of Employee Entry data
65	EndDate	DateTime	End Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm Should be the same as of Employee Entry data
76	DiagnosticCode	String	Diagnostic Code for the Punch (not used for Attendance Entries)	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Pay Rate corresponding to the punch entry. Rate Id of PayRate associated with Employee Service Account.	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates	Must use existing Id in DCI

...

Length: 20

Group Service Entry Reject

EmployeeEntryIdShould be an existing the Employee EntryAccountId

Format: MM/DD/YYYY hh:mm

Should be the same as of Employee Entry data

Format: MM/DD/YYYY hh:mm

Should be the same as of Employee Entry data

Min Length: 2

Max Length: 20

Field #

Field

Type

Description

Required

Comments

1

EntryID

Integer

Unique Punch Id created through Group Service Employee Entry

Yes

Id of

punch that needs to be rejected

2

Note

Integer

Unique identifier for the Client Service Account

Yes

Must use existing Id in DCI

3

Amount

Decimal

Entry Amount

Yes

Difference between StartDateTime and EndDateTime

Should be the same as of Employee Entry data

4

EntryRef

String

The third-party reference for the Entry

Optional

Max Length: 250

5

StartDate

DateTime

Start Date and Time for the Punch

Yes

6

EndDate

DateTime

End Date and Time for the Punch

Yes

7

DiagnosticCode

String

Diagnostic Code for the Punch (not used for Attendance Entries)

Optional

String

Note

Optional

Any note to be linked with the entry

Group Service Entry Approval

Field #	Field	Type	Description	Required	Comments
1	EntryID	Integer	Unique Punch Id created through Group Service Employee Entry	Yes	Id of punch that needs to be approved
2	Note	String	Note	Optional	Any note to be linked with the entry

Day Program Entries

Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Employee Service Account Id	Yes	Must use existing Id in DCI
2	Amount	Integer	Amount corresponding to the Entry	Yes	It is the difference between StartDateTime and EndDateTime
3	EntryReference	string	The third-party reference for the Entry	Optional	Max Length: 250
4	StartDate	DateTime	Start Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm
5	EndDate	DateTime	End Date and Time for the Punch	Yes	Format: MM/DD/YYYY hh:mm
6	DiagnosticCode	string	Id of the Diagnostic Code	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Rate Id of Pay Rate associated with Employee Service Account	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates (No Primary Pay Rate exists for Date of Service)	Must use existing Id in DCI

...

Field #	Field	Type	Description	Required	Comments
1	CustomFieldID	Integer	Valid Custom Field Id	Yes	Must use existing Id in DCI
2	TargetItemID	Integer	Valid Profile / Entry Id	Yes	Existing Id of any Entry / Profile (such as: Client, Employee etc.) with which the Custom Field needs to be associated
3	Value	Integer String Date List	Any value either as Integer, String, Date and List based on Input Type of Custom Field	Conditional – Required if Custom Field is Required and else, it will be Optional)	Accepts Integer, String, Date and List Values on the basis of Input Type selection of the field: CustomfieldId mentioned above

...

Diagnosis Codes

Client Diagnosis

Field #	Field	Type	Description	Required	Comments
1	ClientProfileId	Integer	Profile Id of Client	Yes	Must use existing Id in DCI
2	CodeType	Integer	Diagnosis Code Type	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
3	DiagnosisCode	String	Diagnosis Code	Conditional -Required only for ICD-10, otherwise the field can be left blank	Min Length: 2 Max Length: 50 Accepts alpha-numeric values and (.) and (-) hyphen characters are allowed. Do not use commas.
4	Axis	Integer	Axis	Conditional – Required only for the case of DSM-IV, otherwise the field can be left blank	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
5	Description	String	Description	Required except for ICD-10	Min Length: 5 Max Length: 2500 Applies to all Code Types except ICD-10
6	DiagnosisDate	DateTime	The Diagnosis Date i.e., the Date when the Diagnosis for the Client needs to be added	Yes	Must be in format “MM/DD/YYYY” Cannot be a future date
7	Status	Integer	Diagnosis Status	Optional	1 - Active 2 - Inactive Blank - defaults to 1 if left blank

...

8

Primary

Integer

Indicates primary diagnosis for the client

Yes

0 – No

1 – Yes

Blank – defaults to 0 if left blank

*Will not override a current primary diagnosis

ICD-10

Field #

Field

Type

Description

Required

Comments

1

DiagnosisCodeId

Integer

Unique identifier for each Diagnosis Code

Yes

Diagnosis Code Id of ICD-10 Diagnosis Codes added in the system.

Found in Settings tab under Diagnosis Codes

2

Status

Integer

It will update the Status of Diagnosis Code under Settings tab

Yes

1 - Active

2 - Inactive

Versions Compared

Old Version 41

New Version Current

Key

Roles

Client

Guardian

Update Employee Profile

Update Client Profile Element

Accounts

Client Funding Accounts

Client Service Accounts

Update Employee Profile Element

Employee Service Accounts

Update Client Profile Element

Accounts

Client Funding Accounts

Client Service Accounts

Employee Service Accounts

Entries

Employee Entries

Void Employee Entries

Client Fee Entries (FI Mode Only)

Group Service Employee Entries

Client Fee Entries (FI Mode Only)

Group Service Employee Entries

Group Service Client Entries

Group Service Entry Reject

Group Service Entry Approval

Day Program Entries

Diagnosis Codes

Client Diagnosis

ICD-10

Related articles

Page History

Versions Compared

Old Version 41

New Version Current

Key

Roles

Client

Guardian

Update Employee Profile

Update Client Profile Element

Accounts

Client Funding Accounts

Client Service Accounts

Update Employee Profile Element

Employee Service Accounts

Update Client Profile Element

Accounts

Client Funding Accounts

Client Service Accounts

Employee Service Accounts

Entries

Employee Entries

Void Employee Entries

Client Fee Entries (FI Mode Only)

Group Service Employee Entries

Client Fee Entries (FI Mode Only)

Group Service Employee Entries

Group Service Client Entries

Group Service Entry Reject

Group Service Entry Approval

Day Program Entries

Diagnosis Codes

Client Diagnosis

ICD-10

Related articles