Description: In this topic, the user will learn how to create, view, edit, and deactivate a day program profile.

Role Required: Super User

Permission Required: Day Program Admin

Create a Day Program Profile

  1. Log in to DCI

  2. Click Home on the main menu 

  3. Click Day Programs on the submenu 

  4. Click Actions

  5. Select Add New Day Program from the drop-down

  6. Complete the form wizard by completing each of the following four tabs

    1. Basic Demographics tab:

      1. Name (required): Must be at least six characters

      2. Address (required): After entering, click the blue Search Location hyperlink to populate the GNIS Code

      3. Time Zone (optional): Select from drop-down

      4. Phone (required)

      5. Alternative Phone (optional)

      6. Email (required): The email address associated with the basic demographics section of the form will receive an email to activate the profile

      7. Holiday Schedule (required): Select the holiday schedule from the drop-down that applies to this program. Create as needed.

      8. Cost Center (required)

      9. Provider Service Location (optional): Unique location identifier such as program license number

      10. Profile Reference (optional)

      11. On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift

      12. Operations Hours (required): Hours the program is open and serving clients

      13. EVV Required (required): Yes or no options, default is yes. Select no if not required.

      14. Logo (optional): Attach logo if desired

      15. Click Next

    2. EVV Location tab (optional): Can be added later

      1. Copy from Profile Address (optional): Copies address from the Basic Demographics tab

      2. EVV Location Name (required): Name of the location

      3. EVV Location Type (required): Select from drop-down

      4. Address (required): Location address

      5. Begin Date (required): First date the location is approved for use

      6. End Date (optional): If applicable, the last date the location is approved for use.

      7. Status (required): Defaults to active. Change to inactive when the program is no longer valid.

      8. Primary (optional): Select if this is the primary location to provide services

      9. Click Next

    3. Authentication Information tab:

      1. IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device

      2. Username (optional to change): Employees will use this for program log in

      3. Password (required): Employees will use this for program log in

      4. Confirm Password (required): Enter the same password to confirm

      5. Pin (required): Used to log in to the program from a mobile device

      6. Status (required): Defaults to active. Change to inactive when the program is no longer valid.

      7. Click Next

    4. Review Summary tab:

      1. Confirm summary details

      2. Click Save to continue and Yes to confirm

View, Edit, or Deactivate a Day Program Profile 

  1. Log in to DCI

  2. Click Home on the main menu 

  3. Click Day Programs on the submenu 

  4. Use the filter Type Day Program Name to search for the day program

  5. Click Search 

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

  7. Click Actions

  8. Select Edit Day Program from the drop-down 

    1. To deactivate, update the Status field on the Authentication Information tab to Inactive.

  9. Update or edit the form wizard as needed

  10. Click Save and Yes to confirm