Authorization Widget

Description: In this topic the user will learn how to use the authorization widget located on the dashboard. The authorization widget allows the user to search by client (required filter) to view approved authorizations in the past, present or future. Optionally, use both the client and date filter in conjunction to search for approved authorizations. The date filter allows the user to search by service date in the past, present or future and will return approved authorizations.

*Please note: Employees (base users) will only be able to view the authorizations widget on their dashboard when one or more active service account(s) has the setting "display auth widget" enabled. The authorizations widget will display all approved authorizations for associated clients, for which the user has an active service account, and the setting "display auth widget" is enabled. The display auth widget setting is only available for the account types hourly and client transportation.

Role Required: Client, Guardian, Supervisor, Employer, Super User, Caseworker, Employee (base user) with setting enabled

Permission Required: N/A

1. Log in to DCI

2. Navigate to the Dashboard

   1. Click Home on the main menu

   2. Click Dashboard on the submenu

3. View the Authorizations widget

4. Enter the Client Name in the filter (Required)

5. Select the client name from list generated

6. Enter the Date of Service in the filter (Optional) - past, present, or future service date

7. Click Search

   1. The authorization widget will display approved authorizations based on the following profile types:

      1. Client - View all their approved authorizations

      2. Guardian - View all approved authorizations for clients linked to the guardian, on the client profile.

      3. Supervisor - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center the user has the role supervisor for.

      4. Employer - View approved authorizations for clients where the cost center listed on the client profile, employee service account, or client funding account matches the cost center the user has the role employer for.

      5. Caseworker - View all approved authorizations for clients and service codes the caseworker is linked to by either the funding source or funding account.

      6. Super User - View all approved authorizations for all clients.

      7. Employee (base user) - View all approved authorizations for clients that have an active service account and the setting "display auth widget" is enabled. Only account types hourly and client transportation will be viewable.

   2. The authorization widget displays the following details from the authorization:

      1. Service Code

      2. Start Date

      3. End Date

      4. Initial Balance

      5. Remaining Balance

      6. Pre Authorizations Holds

      7. Current Available Balance

      8. Monthly Max

      9. Weekly Max

      10. Daily Max

8. Click Reset, to clear filters and the authorization widget

9. Repeat steps for each client as needed