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
- Log in to DCI
- Click Home on the main menu
- Click Day Programs on the submenu
- Click Actions
- Select Add New Day Program from the drop-down
- Complete the form wizard by completing each of the following four tabs
- Basic Demographics tab:
- Name (required): Must be at least six characters
- Address (required): After entering, click blue Search Location hyperlink to populate GNIS Code
- Time Zone (optional): Select from drop-down
- Phone (required)
- Alternative Phone (optional)
- Email (required): The email addressed associated with the basic demographics section of the form will receive an email to activate the profile once the form is completed
- Holiday Schedule (required): Select the holiday schedule from the drop-down that applies to this program. Create as needed.
- Cost Center (required)
- Provider Service Location (optional): Unique location identifier such as program license number
- Profile Reference (optional)
- On Call Ratio (optional): Number of employees who can be scheduled as on-call for any given shift
- Operations Hours(required): Hours the program is open and serving clients
- EVV Required (required): Yes or no options, default is yes. Select no if not required.
- Logo (optional): Attach logo if desired
- Click Next
- EVV Location tab (optional): Can be added later
- Copy from Profile Address (optional): Copies address from the Basic Demographics tab
- EVV Location Name (required): Name of the location
- EVV Location Type (required): Select from drop-down
- Address (required): Location address
- Begin Date (required): First date the location is approved for use
- End Date (optional): If applicable, the last date the location is approved for use.
- Status (required): Defaults to active. Change to inactive when program is no longer valid.
- Primary (optional): Select if this is the primary location to provide services
- Click Next
- Authentication Information tab:
- IP Address (optional): Enter the IP address of the program device to restrict employees to only clock in and out from this device
- Username (optional to change): Employees will use for program log in
- Password (required): Employees will use for program log in
- Confirm Password(required): Enter same password to confirm
- Pin (required): Used to log in to the program from a mobile device
- Status (required): Defaults to active. Change to inactive when program is no longer valid.
- Click Next
- Review Summary tab:
- Confirm summary details
- Click Save to continue and Yes to confirm
- Basic Demographics tab:
View, Edit, or Deactivate a Day Program Profile
- Log in to DCI
- Click Home on the main menu
- Click Day Programs on the submenu
- Use the filter Type Day Program Name to search for the day program
- Click Search
- Select the program from the table by clicking anywhere in the row
- Click Actions
- Select Edit Day Program from the drop-down
- To deactivate, update the Status field on the Authentication Information tab to Inactive
- Update or edit the form wizard as needed
- Click Save and Yes to confirm