Skip to main content
assistive.skiplink.to.breadcrumbs
assistive.skiplink.to.header.menu
assistive.skiplink.to.action.menu
Log in
Skip to sidebar
Skip to main content
Spaces
Hit enter to search
Help
Online Help
Keyboard Shortcuts
Feed Builder
What’s new
Available Gadgets
About Confluence
Log in
View Page
A
t
tachments (1)
Page History
Page Information
View in Hierarchy
View Source
Export to PDF
Export to Word
Page Information
Title:
DCI Help Center
Author:
dciconfluenceprod
Dec 16, 2020
Last Changed by:
Kristen Ziegler
Nov 06, 2023
Tiny Link:
(useful for email)
https://dciconfluenceprod.dcisoftware.com/x/TgAB
Export As:
Word
·
PDF
Hierarchy
Children (379)
Page:
Activate New Employee Profile Created via Self-Registration
Page:
Add Attachments - Employee
Page:
Add Notes - Web Portal
Page:
Add Attachments - Super User, Supervisor, Employer
Page:
Add or Edit a Punch for an Employee
Page:
Add Reason Codes
Page:
Add Transportation to Day Program Punches
Page:
Billing Module - Admin Guide
Page:
Payroll Module - Admin Guide
Page:
Imports - Static Data Reference File - Admin Guide
Show all...
Page:
System Set-Up - Admin Guide
Page:
Admin Guide - Case Workers
Page:
Import Module - Admin Guide
Page:
Training Module - Admin Guide
Page:
Approve Availability Template - Video
Page:
Approve Client Parenting Program Attendance - Video
Page:
Approve Client Requests - Video
Page:
Approve Client Residential Program Attendance - Video
Page:
April 2020 Release Notes
Page:
April 2021 Release Notes
Page:
April 2022 Release Notes
Page:
August 2020 Release Notes
Page:
August 2021 Release Notes
Page:
August 2022 Release Notes
Page:
Authentication Guide
Page:
Authorization - Approve or Reject
Page:
Authorization Check - Video
Page:
Authorization - Monthly Budget
Page:
Authorizations - Create, Approve, Reject, View, or Edit
Page:
Billing Quick Reference
Page:
Business Rule List
Page:
Business Rules
Page:
Can I delete an object in DCI?
Page:
Can I edit my entries in the mobile app?
Page:
Canned Statements
Page:
Care Management - Admin Guide
Page:
Care Notes - Mobile App
Page:
Care Notes - Web Portal
Page:
Certification - Add to or Remove Certification Requirements from a Certification Template
Page:
Certification - Create, View, Edit, or Deactivate a Certification Requirement
Page:
Certification - Create Certification Template
Page:
Certification - Link Certification Templates to an Object or Entity
Page:
Certification - View Profile Certifications
Page:
Change Login Information - Video
Page:
Client - FOB Attestation (*EVV)
Page:
Client Fees
Page:
Client - Phone EVV Punch
Page:
Client Profile - Create, View, Edit, or Deactivate
Page:
Client Request for Services - Video
Page:
Client Sign Off - Video
Page:
Client Views Schedule - Video
Page:
Cost Center - Create, View, Edit, or Deactivate
Page:
Create and Verify Punches: An Employee's Guide - Video
Page:
Create a Punch for an Employee: Employer Guide - Video
Page:
Create Availability Template - Video
Page:
Create Client Funding Accounts - Video
Page:
Create Day Program Schedule - Video
Page:
Create Employee Service Accounts - Video
Page:
Create Group Services Schedule - Video
Page:
Create Hourly Services Schedule - Video
Page:
Create Parenting Program Schedule - Video
Page:
Create Residential Schedule - Video
Page:
Custom Fields
Page:
Daylight Savings Entries
Page:
Residential Program - Employees
Page:
Day Program - Supervisors
Page:
Day Program - Client Self-Service Check In & Out (Kiosk Mode)
Page:
Day Program - Create, View, Edit, or Deactivate
Page:
Day Program - Employee Checks Client In & Out
Page:
Day Program or Group Service - Search, View, Approve, Reject, or Export Client Attendance
Page:
Caregiver Ratings - Admin
Page:
DCI Glossary
Page:
DCI Security Settings
Page:
December 2020 Release Notes
Page:
December 2021 Release Notes
Page:
Employee - Edit a Punch
Page:
Electronic Visit Verification (EVV) / Client Attestation Quick Reference
Page:
Change Email Address
Page:
Employee Profile - Create, View, Edit, or Deactivate
Page:
Employee Profile Overview - Video
Page:
Manage Employee Punch Entries - Search, View, Approve, Reject, or Export
Page:
Employee - View & Search for Accounts
Page:
Employee - View and Search Punches
Page:
Employee Views Personal Schedule - Video
Page:
Employer Role: An Overview - Video
Page:
Case Workers Guide
Page:
Enter a Punch - Mobile App
Page:
Enter a Punch - Web Portal
Page:
Enter a Punch with EVV Location
Page:
Employee - Enter or Edit a Punch with a Reason Code in the Web Portal
Page:
Managing Entries - Guide
Page:
Entries Restriction - Day(s) of Week and Holidays
Page:
Entries Table - Export/Download
Page:
EVV Electronic Visit Verification Alternate Vendor Aggregation
Page:
EVV FOB - Admin
Page:
EVV Locations
Page:
Phone EVV - Admin
Page:
Attestation (*EVV) Workflow for Clients and Guardians
Page:
Attestation (*EVV) Workflow for Employees
Page:
Attestation (*EVV) Workflow for Employers and Supervisors
Page:
February 2020 Release Notes
Page:
February 2021 Release Notes
Page:
February 2022 Release Notes
Page:
FOB EVV Punch
Page:
Funding Account - Create, View, Edit or Deactivate
Page:
Funding Source - Create, View, Edit, or Deactivate
Page:
General Activity - Custom Drop Down
Page:
Group Service Profile - Create, View, Edit, or Deactivate
Page:
Employee - Group Service Enter a Punch - Mobile App
Page:
Guardian Profile - Create & Link to Client, View, Edit, or Deactivate
Page:
Guardian Request for Client Services - Video
Page:
Guardian Sign-Off - Video
Page:
Guardian Views Client Schedule - Video
Page:
How can I contact DCI for help?
Page:
How can I format Excel files to keep the leading zeros?
Page:
How does DCI calculate my mileage?
Page:
How does DCI handle Daylight Savings Time?
Page:
How does DCI use client photos and photos taken for electronic visit verification (EVV)?
Page:
How does DCI use my information?
Page:
How do I download/export, sort, filter, and sum data in Microsoft Excel?
Page:
How do I fill in the GNIS Code?
Page:
How do I get an email address for my user profile?
Page:
How do I proceed when I receive an alert for exceeding the remaining balance for the authorization?
Page:
How do I use the search filters within DCI?
Page:
How do I view my profile details?
Page:
How do I Allow SSN Retrieval on a client profile?
Page:
How to Convert Minutes to Decimal Hours? Time Conversion Chart
Page:
How to decode notes report?
Page:
时间换算表 - 分钟到小数小时
Page:
How to open an item or page details in a new internet tab or window?
Page:
How do I use the wildcard feature (*) in the cost center filter for the reports module and billing/payroll batches?
Page:
How to view the details page by changing the URL?
Page:
IVR Prompts
Page:
January 2020 Release Notes
Page:
January 2021 Release Notes
Page:
January 2022 Release Notes
Page:
July 2020 Release Notes
Page:
July 2021 Release Notes
Page:
July 2022 Release Notes
Page:
June 2020 Release Note for Service Providers
Page:
June 2020 Release Notes for Fiscal Intermediaries
Page:
June 2021 Release Notes
Page:
June 2022 Release Notes
Page:
Logging into the Web Portal
Page:
Manage Attachments
Page:
Manage Authorizations - Video
Page:
Manage Holidays
Page:
Manage Profile Certifications - Video
Page:
Manage Shift Swapping - Video
Page:
Manage Super Users
Page:
March 2020 Release Notes
Page:
March 2021 Release Notes
Page:
March 2022 Release Notes
Page:
May 2020 Release Notes
Page:
May 2021 Release Notes
Page:
May 2022 Release Notes
Page:
Message - Send a Message
Page:
Message Templates - Admin Guide
Page:
Message - View Message & Take Action
Page:
Messaging Module (Mobile Version) - Video
Page:
Messaging Overview - Video
Page:
Mobile App - Base User Video
Page:
Mobile App - Client - E-Signature
Page:
Mobile App - Client - Voice Attestation (*EVV) Punch
Page:
Mobile App - Client - Picture Attestation (*EVV)
Page:
Mobile App - Client Transportation
Page:
Mobile App - Download App
Page:
Mobile App - Employee - Dashboard & Menu Navigation
Page:
Mobile App - Employee - Manage Unverified Entries
Page:
Mobile App - E-Signature Attestation (*EVV) at Punch
Page:
Mobile App - Client - Pin or Password Attestation (*EVV)
Page:
Mobile App - FOB Attestation (*EVV) at Punch
Page:
Mobile App - Guardian - Dashboard & Menu Navigation
Page:
Mobile App - Logging into the Mobile App
Page:
Mobile App Offline - Employee
Page:
Mobile App Offline - Admin
Page:
Mobile App - Other (Punch) Entries
Page:
Mobile App - Picture Attestation (*EVV) at Punch
Page:
Mobile App - PIN or Password Attestation (*EVV) at Punch
Page:
Mobile App - Portal Signoff Attestation (*EVV) at Punch
Page:
Mobile App - Voice Attestation (*EVV) at Punch
Page:
Messaging Module - Navigation - Web Portal
Page:
Custom Note Sub Types
Page:
Mobile App - Client - Dashboard & Menu Navigation
Page:
Guardian - Entry Sign-Off
Page:
Client - Web Portal & Mobile App Punch Sign-Off
Page:
Time Entry - Account Type Hourly
Page:
Mobile - Add/Change & Verify Mobile Number
Page:
Messaging Module - Navigation - Mobile App
Page:
News Posts - Admin
Page:
November 2020 Release Notes
Page:
November 2021 Release Notes
Page:
October 2020 Release Notes
Page:
October 2021 Release Notes
Page:
Offer and Claim Shifts - Video
Page:
Online Training (Training Player)
Page:
Overtime Settings
Page:
Parenting Program - Create, View, Edit, or Deactivate
Page:
Password Reset
Page:
Payback Rebill - FI Mode Only
Page:
Pay Codes - Settings Module
Page:
Pay - Pay Rates
Page:
Payroll Batch Validations
Page:
What are credit and debit entries? What are credit and debit totals?
Page:
Why did one punch entry result in more than one payroll entry?
Page:
When is overtime calculated?
Page:
Payroll Exception Batches
Page:
Pending Entries - Supervisor/Employer
Page:
Permissions - Manage Permissions Add or Remove
Page:
Residential Program Profile Overview
Page:
Permissions Overview
Page:
Phone Carrier and Phone Type - Custom Fields
Page:
Phone EVV Punch
Page:
Phone EVV Punch - Multilingual
Page:
Phone EVV Punch with Canned Statements
Page:
Change or Add PIN
Page:
Preferred Language
Page:
Preferred Language - Setting for Client or Employee
Page:
Profile Activation
Page:
Profile Certifications - View Current and Expiring
Page:
Reconcile Billing Batches
Page:
Reconcile Payroll Batches
Page:
Reimbursement - Client Creates Reimbursement Entry - FI Mode Only
Page:
Reimbursements - Create and Update Service Codes to Allow Reimbursements - FI Mode Only
Page:
Reimbursements - Create Entries - FI Mode Only
Page:
Reimbursements - Manage Entries - FI Mode Only
Page:
Renew Authorization
Page:
Reports Guide
Page:
Reports - Run and Download
Page:
Resend Notification
Page:
Residential and Parenting Programs - Absence Entries
Page:
Residential Program - Create, View, Edit, or Deactivate
Page:
Roles - Manage Roles Add or Remove
Page:
Roles Overview
Page:
Schedule Comparison and Setting Schedule Deviation
Page:
Scheduling Module - Client
Page:
Scheduling Module - Day Program Supervisor
Page:
Scheduling Module - Employee
Page:
Scheduling Module - Group Service Supervisor
Page:
Scheduling Module - Guardian
Page:
Scheduling Module - Residential or Parenting Program Supervisor
Page:
Scheduling Module - Supervisor
Page:
Screen Scraping
Page:
September 2020 Release Notes
Page:
September 2021 Release Notes
Page:
September 2022 Release Notes
Page:
Service Accounts - Client Day Program Transportation Service Account
Page:
Service Accounts - Client Service Accounts - Create, View, Edit, or Deactivate
Page:
Service Accounts - Employee - Create, View, Edit, or Deactivate
Page:
Service Codes - Create, View, Edit, or Deactivate
Page:
Import Formats - Admin Guide
Page:
Set up Certifications - Video
Page:
Set Up Notifications
Page:
Status - Quick Reference
Page:
Submit a DCI Support Ticket
Page:
Submitting a DCI Support Ticket for EVV Aggregation Issues & Resolutions
Page:
Supervisor Role: An Overview - Video
Page:
Time Entry - Account Type Client Transportation
Page:
Time Entry - Account Type Drive
Page:
Time Entry - Account Type Mileage (Drive button in Mobile App)
Page:
Time Entry - Account Type Training
Page:
Time Entry - Account Type Administration
Page:
Authorization - Billing Rate Changes
Page:
Authorization - Manage Remaining Balances
Page:
Time Entry - Account Type Vacation/Sick/PTO
Page:
Unlock an Employee or Client Profile
Page:
Unlock a Residential, Day, or Parenting Program Profile
Page:
Client Guide
Page:
Guardian Guide
Page:
User Guide - Add/Edit CPT/HCPCS Codes
Page:
Change Username
Page:
Vendor Payments - FI Mode Only
Page:
Vendor Payments Workflow - FI Mode Only
Page:
Create a Vendor Payment Entry - Employer - FI Mode Only
Page:
Vendor - Submit New Vendor Request - FI Mode Only
Page:
Verify a Punch - Employee
Page:
View and Create Employee Schedules - Video
Page:
View Notifications
Page:
Void a Punch
Page:
Web Portal Navigation
Page:
What Are Custom Fields?
Page:
What are the definitions of the Client, Guardian, and Employer profile types?
Page:
What are the password requirements in DCI?
Page:
What are the requirements for the answer to the security question?
Page:
What devices, operating systems (OS), and web browsers does DCI support?
Page:
What does Auto Approval mean in DCI?
Page:
What do I do if I am not prompted for the system identifier when downloading the mobile app?
Page:
What do I do if my profile activation or password reset email is expired?
Page:
What do the fields EVV and EVV Compliant mean in DCI?
Page:
What is a system identifier when downloading the mobile app?
Page:
What is DCI?
Page:
What is EVV or Electronic Visit Verification?
Page:
What is the "Needs Review" column on my employees' pending entries?
Page:
What is the difference between Service Provider (SP) mode and Fiscal Intermediary (FI) mode?
Page:
What is the History Tab?
Page:
What Report should I use? I am looking for __ data.
Page:
When adding EVV locations received alert, "Google could not locate this address". How do I add it?
Page:
When does the DCI session expire and log the user out?
Page:
Who can I send a message to in the messaging module?
Page:
Why am I receiving the alert, "You don't have permission to access this page"?
Page:
Why am I receiving the error "you do not have permission" when creating a service account?
Page:
Why am I unable to access the DCI mobile app on an Android device?
Page:
Why Can't I Approve an Entry?
Page:
Why Can't I Log In?
Page:
Why Can't I See My Employee's Punch?
Page:
Why Can't I Select the Client or Cost Center on My Punch Entry?
Page:
Why does the mobile app ask me to share my location information?
Page:
Why do I need an email address to use DCI?
Page:
Why is the "No Active Authorization Error" alert showing on my punch entry?
Page:
Why is the phone’s battery draining after installing the DCI mobile app?
Page:
Write Off Batches
Page:
Day Program Profile Overview
Page:
Day Program - Employee Clocks In & Out
Page:
Enabling Authorizations Widget for Employees
Page:
Authorizations Widget
Page:
January 2023 Release Notes
Page:
Texas - EVV Aggregation
Page:
Message Templates - Quick Reference
Page:
Reimbursements & Bonus Payments - Admin - FI Mode Only
Page:
February 2023 Release Notes
Page:
Residential Program - Supervisors
Page:
March 2023 Release Notes
Page:
How can I find a list of FOBs linked to clients in my DCI instance?
Page:
Payroll Batch Automation
Page:
April 2023 Release Notes
Page:
May 2023 Release Notes
Page:
What is a Billing Hold?
Page:
Employee Service Accounts vs. Client Service Accounts
Page:
What are rollups?
Page:
Why is cost center not required on an authorization?
Page:
How do I see all entries associated with an authorization?
Page:
What are previously billed entries?
Page:
What are previously paid entries?
Page:
What is a payroll entry?
Page:
Where does the bill rate on a billing entry come from?
Page:
Where does the cost center on a billing entry come from?
Page:
Why does my batch have a status of canceled?
Page:
Where does the pay rate on a payroll entry come from?
Page:
Vendor Payment Entry - Client
Page:
Where does the cost center on a payroll entry come from?
Page:
Mobile App - Supervisor or Employer - Manage Entries
Page:
Create Other Payment Entries - Employer - FI Mode Only
Page:
Other Payment Entry - Client
Page:
Time Entry - Account Type Group Service
Page:
Authorizations - Overview
Page:
Mobile App - Employer - Dashboard & Menu Navigation - FI Mode Only
Page:
Mobile App - Supervisor - Dashboard & Menu Navigation
Page:
Time Entry - Custom Pay Rates
Page:
Caregiver Ratings - Client
Page:
Group Service - Supervisor Guide
Page:
June 2023 Release Notes
Page:
Authorization Remaining Balances as Time in the Mobile App
Page:
July 2023 Release Notes
Page:
Transportation, Client Transportation, Drive, and Mileage
Page:
What is a pre-authorization hold?
Page:
December 2022 Release Notes
Page:
November 2022 Release Notes
Page:
October 2022 Release Notes
Page:
Case Worker Profile - Create & Link to Funding Source or Funding Account, View, Edit, or Deactivate
Page:
Employer Profile - Create, View, Edit, or Deactivate - FI Mode Only
Page:
Supervisor Profile - Create, View, Edit, or Deactivate
Page:
Change Security Question
Page:
Change Password
Page:
August 2023 Communication - DCI Mobile App Minimum iOS Operating System Version Update
Page:
How do I add a signature and/or picture to my client profile via the mobile app?
Page:
August 2023 Release Notes
Page:
September 2023 Release Notes
Page:
Client Total Hours Widget
Page:
October 2023 Release Notes
Page:
November 2023 Release Notes
Page:
Manage Client Diagnosis
Page:
December 2023 Release Notes
Page:
Employee - Add / Edit Accrued Time Off Entry (FI Mode Only)
Page:
Manage Accrued Time Entries (FI Mode Only)
Page:
January 2024 Release Notes
Page:
February 2024 Release Notes
Page:
March 2024 Release Notes
Page:
April 2024 Release Notes
Page:
Billing - New Manual EDI Billing Batch 837
Hide...
Labels
There are no labels assigned to this page.
Page Permissions
Page restrictions:
Only users in group
confluence-administrators
can
edit
this page.
(set by
Josh Gibas
at Oct 25, 2021 15:35)
Only
joshuag
can
edit
this page.
(set by
Josh Gibas
at Oct 25, 2021 15:35)
Recent Changes
Time
Editor
Nov 06, 2023 15:00
Kristen Ziegler
View Changes
Nov 06, 2023 15:00
Kristen Ziegler
View Changes
Nov 06, 2023 13:44
Kristen Ziegler
View Changes
Nov 06, 2023 13:43
Kristen Ziegler
View Changes
Nov 06, 2023 13:37
Kristen Ziegler
View Page History
Outgoing Links
External Links (23)
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://www.dcisoftware.com/
https://directcareinnovations.zendesk.com/hc/en-us/requests…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
https://dciconfluenceprod.dcisoftware.com/dosearchsite.acti…
Direct Care Innovations (1)
Home page:
DCI Help Center
Overview
Content Tools
{"serverDuration": 160, "requestCorrelationId": "3cc5cb513ade7d0d"}