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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 | 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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