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- Log in to DCI with personal profile
- Click Home on the main menu
- Click Case Workers on the submenu
- Click Actions
- Select Add New Case Worker from the drop-down menu
- Complete the form wizard
- Basic Demographics tab:
- First Name (required)
- Last Name (required)
- Address (required)
- Time Zone – Auto populates based on address
- Phone - (required)
- Alternate Phone (optional)
- Mobile Number (optional)
- Email (required)
- Cost Center (required)
- Funding Source (optional) - Click the drop-down and select the funding source. Click the blue Plus (+) button to add the funding source.
- This will link the case worker to the funding source
- Only select this option if the case worker needs access to all client accounts associated with the funding source
- If the Case Worker only needs certain accounts, link via the funding account (see Link Case Worker Profile to a New Funding Account section)
- Profile Reference (optional reference field)
- Can View Notes – Defaults to no. If yes, the case worker can view certain notes linked to clients and punches.
- Can View Attachments – Defaults to no. If yes, the case worker can view certain attachments linked to clients and punches.
- Click Next
- Authentication Information tab:
- Enable Case Worker Login checkbox – Click to enable the ability for a case worker to log in
- Username - Prepopulates but can be updated
- Password - Enter a temporary password that the case worker will change at the initial login
- Confirm Password - Confirm the temporary password
- Authentication Status - When the Enable Case Worker Login checkbox is selected, the Authentication Status is set to Active, and the cell is locked.
- Click Next
- Review Summary tab:
- Review and make any necessary updates
- Basic Demographics tab:
- Click Save to continue and Yes to confirm
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- Log in to DCI with personal profile
- Click Home on the main menu
- Click Case Workers on the submenu
- Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
- Click Search
- Select the case worker from the table by clicking anywhere in the row
- On the case worker details page, select a tab to export. Options include:
- Notes
- Attachments
- Events
- Custom Fields
- Click Export
- A CSV file will be generated
- Click to open and access data in Excel
Link Case Worker Profile to
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a Funding Source
- Log in to DCI with personal profile
- Click Home on the main menu
- Click Case Workers on the submenu
- Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
- Click Search
- Select the case worker from the table by clicking anywhere in the row
- Click Actions
- Select Edit Case Worker from the drop-down menu
- Click the Funding Source field drop-down and select the funding source. Click the blue Plus (+) button to add the funding source.
- This will link the case worker to the funding source
- Only select this option if the case worker needs access to all client accounts associated with the funding source
- If the Case Worker only needs certain accounts, link via the funding account (see Link Case Worker Profile to a New Funding Account section)
- Click the Funding Source field drop-down and select the funding source. Click the blue Plus (+) button to add the funding source.
- Click Save to continue and Yes to confirm
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