Description: In this topic, the user will learn how to use the authorizations widget located on the dashboard. The authorizations widget allows the user to search by client (required) to view approved authorizations in the past, present, or future. Optionally, use both the client and date filter 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) can only 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 hourly and client transportation 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: Super User, Supervisor, Employer, Client, Guardian, Case Worker, Employee (base user) with setting enabled
Permission Required: N/A
Log in to DCI
Click Home on the main menu
Click Dashboard on the submenu
View the Authorizations widget
Enter the Client Name in the filter (required)
Select the client name from the list
Enter the Date of Service in the filter (optional) - Past, present, or future service date.
Click Search
The authorizations widget displays approved authorizations based on the following profile types:
Client - View all their approved authorizations
Guardian - View all approved authorizations for clients linked to the guardian, on the client profile.
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 for which the user has the supervisor role.
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 for which the user has the employer role.
Caseworker - View all approved authorizations for clients and service codes the caseworker is linked to by either the funding source or funding account
Super User - View all approved authorizations for all clients
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.
The authorizations widget displays the following details from the authorization:
Service Code - Service(s) the client is eligible to receive
Start Date - Day authorization begins
End Date - Day authorization ends
Initial Balance - Total amount of authorized units or dollars
Remaining Balance - Amount remaining after pre-authorization holds have been processed for billing and payment
Pre-Authorization Holds - Amount deducted from the authorization that has not yet been processed for billing and payment
Current Available Balance - The total of the remaining balance minus any pre-authorization holds
Monthly Max - Max units or dollars available for the authorization per service per client per month
Weekly Max - Max units or dollars available for the authorization per service per client per week
Daily Max - Max units or dollars available for the authorization per service per client per day
Click Reset to clear the filters and the authorizations widget
Repeat for each client as needed