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Field # | Field | Type | Description | Required | Comments | ||||||
1 | FirstName | String | First Name | Yes | Min Length: 1 Max Length: 50 | ||||||
2 | LastName | String | Last Name | Yes | Min Length: 1 Max Length: 50 | ||||||
3 | FullName | String | Full Name | Optional | Min Length: 2 Max Length: 200 | ||||||
4 | Address | String | Address Line 1 | Yes | Min Length: 2 Max Length: 150 | ||||||
5 | Address2 | String | Address Line 2 | Optional | Min Length: 2 Max Length: 150 | ||||||
6 | City | String | City | Yes | Min Length: 2 Max Length: 20 | ||||||
7 | State | String | State | Yes | The state's two letter abbreviation (i.e., AZ) | ||||||
8 | PostalCode | String | Postal Code | Yes | Length = 5 numerals | ||||||
9 | CountryCode | String | 3 Letter Country Code | Yes | Should be USA | ||||||
10 | Phone | String | Phone Number | Yes | 10-digit phone number; exclude dashes and parentheses | ||||||
11 | AltPhone | String | Alternate Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses | ||||||
12 | MobilePhone | String | Cell Phone Number | Optional | 10-digit phone number; exclude dashes and parentheses | ||||||
13 | String | Email Address | Yes | Email format: test@dcisoftware.com | |||||||
14 | TimeZone | String | Time Zone | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center | ||||||
15 | CostCenterId | Integer | Unique Identifier for the Cost Center | Yes | Use the existing Cost Center Id from DCI | ||||||
16 | DOB | Date | Date of Birth | Yes | Format: MM/DD/YYYY | ||||||
17 | Username | String | Username for login | Optional | Min Length: 6 characters Max Length: 50 characters | ||||||
18 | Password | String | Password for login | Optional | Min Length: 10 characters Max: 32 characters | ||||||
19 | ProfileReference | String | Third-party reference number for the Profile | Optional | Min Length: 1 Max Length: 200 | ||||||
20 | ClientNumber | Integer | Third-party Client Number | Yes | Min Length: 1 Max Length: 20 | ||||||
21 | MedicaidNumber | String | Medicaid Number | Optional | Min Length: 2 Max Length: 20 | ||||||
22 | InsuranceNumber | String | Third-party Insurance Number | Optional | Min Length: 2 Max Length: 20 | ||||||
23 | InsurancePlan | String | Insurance Company Plan | Optional | Min Length: 2 Max Length: 20 | ||||||
24 | InsuranceGroup | String | Insurance Company Group | Optional | Min Length: 2 Max Length: 20 | ||||||
25 | InsurancePayerId | String | Insurance Company Payer Number | Optional | Min Length: 2 Max Length: 20 | ||||||
26 | ClientCode | String | Third-party code for the Client | Optional | Min Length: 2 Max Length: 20 | ||||||
27 | RegionId | String | Third-party Region Name | Optional | Min Length: 2 Max Length: 25 | ||||||
28 | SSN | String | Social Security Number *Must be cleartext (not encrypted) | Optional | Min and Max Length: 9 (Numerals) | ||||||
29 | TemplateId | Integer | Existing Certification Template Id from DCI | Optional | Must use existing Id in DCI | ||||||
30 | Fee | Decimal | Fee Amount | Optional | Min Length: 1 Max Length: 18 (After Decimal: 2) | ||||||
31 | DiagnosisCode | String | Code Linked with a Client Profile | Optional | Min Length: 1 Max Length: 50 | 32 | CostShare | Decimal | Cost Share | Optional | Min Length: 1 Max Length: 18 (After Decimal: 2) |
3332 | EnableCaregiverRatingEmails | Int | Allows clients to rate the caregiver for services they’ve received | Yes | Must be 0 or 1 value Value: ● 0 – No ● 1 - Yes | ||||||
3433 | ReceivedDate | Date | Received Date | Optional | Format: MM/DD/YYYY | ||||||
3534 | RetainSSN | Bit | Checks SSN needs to store in encrypted form or not | No | Must be 0 or 1 value Value: ● 0 - No ● 1 - Yes | ||||||
3635 | Pin | Varchar | Login Pin of the Client | Yes | Min/Max Length: 4 | ||||||
3736 | ProfileStatus | Integer | Status of the Client Profile *Imported client profile status is set to Active | Yes | Must be a valid Status: ● 1 - Active ● 2 - Inactive | ||||||
3837 | PreferredLanguage | Varchar | Preferred language for a Client | Yes | Must be a valid value: ● en - English ● es - Spanish ● vi- Vietnamese ● zh - Mandarin ● ru - Russian ● so - Somali |
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Field # | Field | Type | Description | Required | Comments |
1 | CustomFieldID | Integer | Valid Custom Field Id | Yes | Must use existing Id in DCI |
2 | TargetItemID | Integer | Valid Profile / Entry Id | Yes | Existing Id of any Entry / Profile (such as: Client, Employee etc.) with which the Custom Field needs to be associated |
3 | Value | Integer String | Any value either as Integer, String, Date and List based on Input Type of Custom Field | Conditional – Required if Custom Field is Required and else, it will be Optional) | Accepts Integer, String, Date and List Values on the basis of Input Type selection of the field: CustomfieldId mentioned above |
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Diagnosis Codes
Client Diagnosis
Field # | Field | Type | Description | Required | Comments |
1 | ClientProfileId | Integer | Profile Id of Client | Yes | Must use existing Id in DCI |
2 | CodeType | Integer | Diagnosis Code Type | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
3 | DiagnosisCode | String | Diagnosis Code | Conditional -Required only for ICD-10, otherwise the field can be left blank | Min Length: 2 Max Length: 50 Accepts alpha-numeric values and (.) and (-) hyphen characters are allowed. Do not use commas. |
4 | Axis | Integer | Axis | Conditional – Required only for the case of DSM-IV, otherwise the field can be left blank | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
5 | Description | String | Description | Required except for ICD-10 | Min Length: 5 Max Length: 2500 Applies to all Code Types except ICD-10 |
6 | DiagnosisDate | DateTime | The Diagnosis Date i.e., the Date when the Diagnosis for the Client needs to be added | Yes | Must be in format “MM/DD/YYYY” Cannot be a future date |
7 | Status | Integer | Diagnosis Status | Optional | 1 - Active 2 - Inactive Blank - defaults to 1 if left blank |
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ICD-10
Field # | Field | Type | Description | Required | Comments |
1 | DiagnosisCodeId | Integer | Unique identifier for each Diagnosis Code | Yes | Diagnosis Code Id of ICD-10 Diagnosis Codes added in the system. Found in Settings tab under Diagnosis Codes |
2 | Status | Integer | It will update the Status of Diagnosis Code under Settings tab | Yes | 1 - Active 2 - Inactive |
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