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Description: In this topic, the user will learn how to create a new client profile, and view, edit, or deactivate client profiles.

*Please note: Client profiles cannot be deleted, but the status can be changed to inactive.

Role Required: Super User

Permission Required: Client Admin

Create Client

  1. Log in to personal profile
  2. Click Home on the main menu
  3. Click Clients on the submenu
  4. Click Actions 
  5. Select Add New Client from the drop-down menu
  6. Complete the form wizard by completing each of the following tabs. Select Next to navigate to the next tab.
    1. Basic Demographics
    2. Client Information
    3. EVV Location
    4. Authentication Information
  7. Lastly, the form wizard will display the Review Summary.
    1. If changes need to be made, select the Back button or select the tab of the information to be changed.
  8. Click Save to add the new client and click Yes to confirm

*Please note: If the client login is enabled in the client profile on the Authentication Information tab, DCI will send a system-generated email (sender email address is: support@dcisoftware.com) to the email address on the client profile. This email must be validated.

View, Edit, or Deactivate Client Profile

  1. Log in to personal profile
  2. Click Home on the main menu
  3. Click Clients on the submenu
  4. Enter the client's name in the filter and click Search
  5. Click anywhere in the client row to open the Client Details page
  6. Click Actions 
  7. Select Edit Client from the drop-down menu
  8. View and make edits in the Edit Client form wizard
    1. To deactivate the client profile, change the status to Inactive on the basic demographics tab
  9. Select Save to save the changes and Yes to confirm


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