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Description: In this topic you will learn how to create, edit, view and deactivate group service profiles.

*Please note: When the cost center on a group service profile is edited/changed, all associated client service accounts and employee service accounts (active or inactive) will be automatically updated to match the cost center on the group service profile. All edits will be listed on the profile (employee, client, and group service) under the history or events tab.

Role Required: Superuser, Supervisor (*Supervisor role can not create a new group service profile)

Permission Required: Group Service Admin

Create a Group Service Profile 

  1. Log into DCI with your Personal Profile 

  2. Click Home on the main menu 

  3. Click the Group Services from the submenu 

  4. Click Actions button

  5. Click Add New Group Service from the actions dropdown

  6. Fill our the form wizard 

    1. Basic Demographics

      1. Name - required

      2. Address - required

      3. GNIS - click the Search Location button above

      4. Time Zone - updated based on address entered

      5. Phone - required

      6. Alternative Phone - optional

      7. Email - required

      8. Cost Center - required

      9. Profile Reference - optional reference field for profile

      10. Status - Active or Inactive

      11. EVV Required - Yes or No

      12. Enable Geofencing - Yes or No

      13. Requires Multiple Clients Per Punch - Yes or No

        1. If Yes

          1. Minimum # of Attendees - The minimum # of clients that must be in attendance in order for the employee to be allowed to create a punch for this Group Service

    2. Click Next

    3. EVV Location - Optional

    4. Click Next

    5. Review Summary

  7. Click Save 

  8. Click Yes on the confirmation alert window 

Edit, View or Deactivate a Group Service Profile 

  1. Log into DCI with your Personal Profile 

  2. Click Home on the main menu 

  3. Click the Group Services from the submenu 

  4. Search for the program by typing the name in field "Type (Program) Name", and selecting it when it comes up 

  5. Click Search 

  6. Select the program from the table by clicking anywhere in the row 

  7. View the group service details

  8. Click Actions button 

  9. Click Edit Group Service from the actions dropdown 

  10. Update or edit the form wizard 

    1. Name - required

    2. Address - required

    3. GNIS - click the Search Location button above

    4. Time Zone - updated based on address entered

    5. Phone - required

    6. Alternative Phone - optional

    7. Email - required

    8. Cost Center - required

      1. When the cost center on a group service profile is edited/changed, all associated client service accounts and employee service accounts (active or inactive) will be automatically updated to match the cost center on the group service profile. All edits will be listed on the profile (employee, client, and group service) under the history or events tab.

    9. Profile Reference - optional reference field for profile

    10. Status - Active or Inactive

    11. EVV Required - Yes or No

    12. Enable Geofencing - Yes or No

    13. Requires Multiple Clients Per Punch - Yes or No

      1. If Yes is selected

        1. Minimum # of Attendees - The minimum # of clients that must be in attendance in order for the employee to be allowed to create a punch for this Group Service

  11. Click Save 

  12. Click Yes on the confirmation alert window 

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