Description: In this topic you will learn about DCI Business Rules and how to enable them. Business Rules are a way to validate, per service code, specific requirements mandated by that particular service. Currently, Business Rules can be set for Hourly Service Codes and Client Transportation and are enabled at the Service Code level. There are many different hard coded Business Rules in the system, which can be enabled to meet the needs of your program. Some business rules contain parameters that allow an admin to input specific criteria for how the business rule should work. This guide will teach you how to enable business rules and how business rules work.

Role Required: Superuser

Permission Required: N/A

Enable Business Rules

1. Log in to DCI with your personal profile

2. Select Settings from the main menu

3. Select Funding Sources from the submenu

1. View all Funding Sources listed below the search box

2. Search for a Funding Source in the search box

3. Select Search and view the search results below the search box

4. Select the row of the Funding Source to view or edit by clicking anywhere in the row

4. The Funding Source Details page will open up, view funding source details

1. Scroll down on the details screen to ensure the Service Code tab is selected

2. Use the search criteria below Funding Source Details to find the Service Code that you wish to add Defaults for or scroll down to locate

3. Click anywhere in the row to open Service Code Details screen

5. Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table

6. Click on the Business Rule you would like to enable to open the Business Rule Details screen

7. Click Actions

8. Click Edit Business Rule

9. Click the Enable Checkbox

10. Enter Parameters (optional depending on Business Rule)

11. Click Save

12. Click Yes to Confirm that you want to enable the business rule

The enable column on the Business Rule table will now be updated to Yes. This table shows all business rules and their Enabled status, as well as, Phase and Parameter details.

Disable Business Rules

1. Log in to DCI with your personal profile

2. Select Settings from the main menu

3. Select Funding Sources from the submenu

1. View all Funding Sources listed below the search box

2. Search for a Funding Source in the search box

3. Select Search and view the search results below the search box

4. Select the row of the Funding Source to view or edit by clicking anywhere in the row

4. The Funding Source Details page will open up, view funding source details

1. Scroll down on the details screen to ensure the Service Code tab is selected

2. Use the search criteria below Funding Source Details to find the Service Code that you wish to add Defaults for or scroll down to locate

3. Click anywhere in the row to open Service Code Details screen

5. Scroll down on the Service Code Details screen and click the Business Rules tab to display the Business Rule table

6. Click on the Business Rule you would like to enable to open the Business Rule Details screen

7. Click Actions

8. Click Edit Business Rule

9. Click the Enable Checkbox to deselect the check box. Once the enable checkbox is deselected, the business rule will be disabled once saved.

10. Click Save

11. Click Yes to Confirm that you want to enable the business rule

Business Rule Details

Each business rule contains the following:

• Business Rule Name: Name of Business Rule

• Description: Details regarding the specific business rule to be enforce

• Enable: Check the box to enable the business rule

• To disable the business rule, deselect the checkbox

• Phase: The point in which the system is going to check the Business Rule

• Parameter: Integers or decimals specific to the functionality of that particular Business Rule

• If parameters are available for a particular Business Rule, help text displays in the field

• If no parameters are available then no further configuration is needed

Phase Detail

Phase informs you when the system will check for the business rule

• Phase 1: Occurs when the employee hits save on their punch in the Web Portal or at Clock Out in the Mobile App.

• Phase 2: Occurs between when a punch is saved and before it's available to be approved. The punch will become un-validated.

• Phase 3: Occurs when a supervisor or employer hits approve.

When a Phase is Triggered

• Phase 1: If a punch fails a Phase 1 business rule, the user will see an alert at Save or Clock Out.

• Depending on the company’s portal settings, the user may not be able to save their punch if it violates a business rule.

• Phase 2: If a punch fails a Phase 2 scrub, it will either be rejected or moved to a pending status with a flag that it failed the business rule (depending on the parameter settings).

• Phase 3: If a punch fails a Phase 3 scrub, the alert will occur at the time a supervisor or employer attempts to approve the punch.

• The punch will either approve with a warning or it will be unable to be approved (depending on the parameter settings).

Parameter Setting

Parameters are integers or decimals specific to the functionality of that particular Business Rule. Not all Business Rules require parameters. Only Business Rules that require parameters will allow a user to enter text into the parameter field. Parameters fall into one of the following categories: None, Mode, ServiceCodeID, GroupID, Max# and Max Hours

Parameter Setting - None

• When a business rules does not have a parameter, the parameter options are greyed out.

• Simply check the enable checkbox and then select save to enable the business rule.

Parameter Setting - Mode

Mode only applies to authorization related business rules.

• When DCI checks for this Business Rule, if the punch violates the rule the system will reject the punch. Mode 1 is a hard stop, which means the punch will be rejected or not able to be approved if it fails the business rule.

• When DCI checks for this Business Rule, if the punch violates the rule the system will provide an alert message for the user to acknowledge they are violating the rule before saving the punch. Mode 2 is a soft stop, which means the user and the person approving the punch will be notified, but the punch can still be saved and approved. In mode 2, anything punched over the limit is unbillable.

Parameter Setting – ServiceCodeID

This is the Service Code ID the system will use with the Business Rule is enabled. The IDs are located in the Service Code Report.

Access the report:

1. Sign in to your Personal Profile

2. Click the Reports tab on the main menu

3. Hover over Settings Report on the submenu the click Service Code Report on the flyout menu

4. Filter the search by entering the Funding Source where that service code is located in the search bar then select Search

5. Find the Service Code you wish to enable the Business Rule for and in the column directly to the left you will see Service Code ID

6. Enter this number into the parameter for the Business Rule you are enabling

An example of this is the Duplicate and Overlapping Employee Punch business rule. When a service code ID is entered in the parameter field, employee punches against this service code can overlap with punches against the service code in the parameter field.

You can enter one or two service codes. If more service codes should be specified, use the corresponding Service Code Group Business Rule.

Parameter Setting – GroupID

This is the Group ID the system will use with the Business Rule is enabled. The IDs are located in the Service Code Group Report.

Access the report:

1. Sign in to your Personal Profile

2. Click the Reports tab on the main menu

3. Hover over Settings Report on the submenu the click Service Code Group Report on the flyout menu

4. Filter the search by entering the Funding Source where that service code is located in the search bar then select Search

5. Find the Service Code you wish to enable the Business Rule for and in the column directly to the left you will see Group ID

6. Enter this number into the parameter for the Business Rule you are enabling

An example of this is the Duplicate and Overlapping Client Punch business rule. When a service code ID is entered in the parameter field, client punches made against this service code will be allowed to overlap with client punches made against any of the service codes from the GroupID listed in the parameter.

Parameter Setting – Max#

This business rule will enable you to set a max number where something can occur, i.e. max days.

• Enter an integer (whole number) that represents the maximum number of days allowed between when the service was provided and the date the punch was created. 

Parameter Setting – MaxHours

This business rule will enable you to set a max number of hours and be set for specific scenarios including:

• Enter the max hours specific to:

• Day per Employee per Funding Source

• Week per Employee per Funding Source

• Week per Employee per Cost Center

• Week per Client per Unrelated Employee (FI Mode Only)

• Week per Client per Kinship Employee (FI Mode Only)

• Week per Client per Live-in Caregiver (FI Mode Only)

These are just some examples. A complete list of Business Rules is available for download in our help center.

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