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- Log in to DCI with personal profile
- Click Home on the main menu
- Click Clients on the submenu
- Search for the client by typing the name in the field Type Client Name and selecting it when it populates
- Click Search
- Select the case worker Select the client from the table by table by clicking anywhere in the row
- View basic demographic informationthe Basic Demographics and Other Details widgets
- Scroll down and click the tabs to view:
- Entries – Entries associated with the client. Click the Load More button to view all entries.
- Export entries to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Click the hyperlinked ID number to view entry detailsthe punch detail page
- View the widgets contained on the Punch Detail page for additional information - Punch Details, Account Details/Service Account, Client Details, Account Details/Funding Account, EVV Details, Reason Codes, and Statements.
- Click the tabs to access additional punch information:
- Notes - View employee notes on the punch, reason codes, reason code notes, and statements/tasks.
- Attachments - View employee attachments on the punch
- Events - Log including date/time, subject, description, input type (web portal or mobile app), OS, OS version, app version, and user/system process for all punch activity including EVV method captured, updates, edits, system processes, approvals, rejections, and view.
- Verifications - EVV verification data for the punch along with the status of the verification (some require approval)
- Map - Visual location of the mobile app punch
- Authorizations – Alternate way to view authorizations for the client. Click the Load More button to view all authorizations.
- Export authorizations to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Select an authorization to view the authorization detail page
- View the widgets contained on the Authorization Detail page for additional information - Authorization Details, and Account Details (Auth).
- Click the tabs to access additional authorization information:
- Entries - View all entries associated with the authorization. Click the hyperlinked ID number to view entry details.
- Rate Changes - History of all bill rate changes on the authorization
- Notes - View notes created on the authorization
- Attachments - View attachments pertaining to the authorization
- Events - Log including date/time, subject, description, input type (web portal or mobile app), OS, OS version, app version, and user/system process for all authorization activity including updates, edits, system processes, approvals, rejections, and views.
- Employees – View employees associated with the client. Please note: Clicking on the employee line does not open the employee details. However, employers do have access to employee details.
- Export employees to a CSV file by clicking the Export button. Click to open and access data in Excel.
- Notes (super user must grant access) – View notes regarding the client
- Attachments (super user must grant access) – View attachments pertaining to the client
- Diagnosis – View client diagnosis information
- Entries – Entries associated with the client. Click the Load More button to view all entries.
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