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Description:   In this guide, the user will learn how to create, link, edit, and manage Case Worker profiles.

Roles Required: Super User

Permissions Required:  Case Worker Admin

Case Worker Overview

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

1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Click Actions
5. Select Add New Case Worker from the drop-down menu
6. Complete the form wizard
   1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Address (required)
      4. Time Zone – Auto populates based on address
      5. Phone - (required)
      6. Alternate Phone (optional)
      7. Mobile Number (optional)
      8. Email (required)
      9. Cost Center (required)
      10. Funding Source (optional) - Click the 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)
      11. Profile Reference (optional reference field)
      12. Can View Notes – Defaults to no. If yes, the case worker can view certain notes linked to clients and punches.
      13. Can View Attachments – Defaults to no. If yes, the case worker can view certain attachments linked to clients and punches.
      14. Click Next
   2. Authentication Information tab:
      1. Enable Case Worker Login checkbox – Click to enable the ability for a case worker to log in
      2. Username - Prepopulates but can be updated
      3. Password - Enter a temporary password that the case worker will change at the initial login
      4. Confirm Password - Confirm the temporary password
      5. Authentication Status - When the Enable Case Worker Login checkbox is selected, the Authentication Status is set to Active, and the cell is locked.
      6. Click Next
   3. Review Summary tab:
      1. Review and make any necessary updates
7. Click Save to continue and Yes to confirm

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