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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 Verification

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





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