Page History

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1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Clients on the submenu
4. Search for the client by typing the name in the field Type Client Name and selecting it when it populates
5. Click Search
6. Select the case worker Select the client from the table by table by clicking anywhere in the row
   1. View basic demographic informationthe Basic Demographics and Other Details widgets
   2. Scroll down and click the tabs to view:
      1. Entries – Entries associated with the client. Click the Load More button to view all entries.
         1. Export entries to a CSV file by clicking the Export button. Click to open and access data in Excel.
         2. Click the hyperlinked ID number to view entry detailsthe punch detail page
         3. 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.
         4. Click the tabs to access additional punch information:
            
            1. Notes - View employee notes on the punch, reason codes, reason code notes, and statements/tasks.
            2. Attachments - View employee attachments on the punch
            3. 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.
            4. Verifications - EVV verification data for the punch along with the status of the verification (some require approval)
            5. Map - Visual location of the mobile app punch
      2. Authorizations – Alternate way to view authorizations for the client. Click the Load More button to view all authorizations.
         1. Export authorizations to a CSV file by clicking the Export button. Click to open and access data in Excel.
         2. Select an authorization to view the authorization detail page
         3. View the widgets contained on the Authorization Detail page for additional information - Authorization Details, and Account Details (Auth).
         4. Click the tabs to access additional authorization information:
            1. Entries - View all entries associated with the authorization. Click the hyperlinked ID number to view entry details.
            2. Rate Changes - History of all bill rate changes on the authorization
            3. Notes - View notes created on the authorization
            4. Attachments - View attachments pertaining to the authorization
            5. 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.
      3. 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.
         1. Export employees to a CSV file by clicking the Export button. Click to open and access data in Excel.
      4. Notes (super user must grant access) – View notes regarding the client
      5. Attachments (super user must grant access) – View attachments pertaining to the client
      6. Diagnosis – View client diagnosis information

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