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Log in to DCI
Click Settings on the main menu
Click Funding Sources on the submenu
Click Actions
Select Add New Funding Source. Complete the form wizard.
Name (required)
Type (required)
Address (required)
Time Zone (optional): Select from drop-down
Cost Center (required): Administrative or overhead cost center
Phone (required)
*Alternate Phone (optional)
Authorization Automation Integration (optional): Auto updates authorization from the state
Supports Automated Authorization Download: Currently only available in Oregon and Arizona for government funding sources.
See Screen Scaping Guide for more details
EDI (optional – required if using EDI):
Enable EDI: Yes or no options, defaults to no.
Enable EDI Transmission: Field becomes available if selected yes in enable EDI. Yes or no options default to no.
EDI Sender ID: Unique id provided by DCI
EDI Receiver ID: Unique id provided by DCI
EVV (optional – client attestation): Click the blue plus (+) icon to enable EVV options. These options all have a yes or no option. Selecting yes will turn this option on and the employee will be able to select this EVV method when prompted:
Allow Signature EVV Verification
Allow Password EVV Verification
Allow Pin EVV Verification
Allow Picture EVV Verification
If Yes, the following field appears:
Perform Picture Facial Recognition
If yes, the following field appears:
Picture Facial Recognition Threshold: Enter the minimum accuracy threshold
Allow Voice Recording EVV Verification
Allow FOB EVV Verification
Allow Mobile App Client Signoff Verification
Approve Unverified EVV (optional): Yes or no options. If yes is selected, auto approval will have the ability to approve the following:
Picture
Signature
Voice Recording
Allow Offline Mobile App Claims Manager Integration (instance level setting): Click the blue plus (+) icon to expand settings
Enable Billing Batches: If
Yes, regular billing batches will be transmitted to Claims Manager
Enable Manual EDI Batches: If Yes, manual EDI billing batches will be transmitted to Claims Manager
Enable Rebill Batches: If Yes, user is allowed to create billing rebill batches.
Enable Batch Validations: If Yes, the batch undergoes a validation phase when processed.
Split Batch by EVV/non-EVV: If Yes, batches will be split by EVV and non-EVV entries.
Exclude By Relationship Type: If Yes, entries with a Live In Caregiver will be included with the non-EVV batches.
Claim Batch Threshold: Enter the maximum number of claims to be submitted per batch. Leave blank or enter zero for no limit.
Allow Offline Mobile App (instance level setting): If enabled for instance, yes or no options, default is no. If yes is selected, offline mode will be enabled for this funding source.
Email (required)
Sleep Shift Start and End (optional): Enter if the funding source authorizes a defined sleep shift.
**Provider Id (optional)
**Profile Reference (optional)
Status: Defaults to active. Select inactive when this is no longer a valid funding source.
Exclude from Auto Approval: Yes or no options, default is no. Select yes to exclude entries from this funding source from being processed for auto-approval.
Enable Auto Approval - Vendor Payments (FI Mode only): Yes or no options, default is no. Select Yes to allow vendor payments to flow through the auto approval process.
If yes is selected, the Require Employer Sign-Off setting becomes visible.
When Require Employer Sign-Off is set to Yes, Auto Approval of vendor payment entries requires Employer Sign-Off when the service code setting for Employer Sign-Off is enabled.
Enable Auto Approval Reimbursements (FI Mode only): Yes or no options, default is no. When set to Yes, entries will always pass.
Schedule Compare Logic (required): Select default or duration
Require Reason Codes for Late Entries: Yes or no options, default is no. Select this to require a reason code for historical entries.
Require Reason Codes for Manual Entries: Yes or no options, default is no. Select this to require a reason code for manual entries.
Click Save to continue and Yes to confirm
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Log in to DCI
Select Settings on the main menu
Select Funding Sources on the submenu
Search for a funding source in the search box
Select the funding source
View or edit by clicking anywhere in the funding source row
funding source details page will open
Click Actions
Select New Service Code. Complete the form wizard.
Funding Source: Is populated from the funding source used to create the service code. The field is locked.
If a service code is added directly from the funding source tab without first opening a funding source, the field is unlocked, and a funding source can be selected from the drop-down.
Account Type (required): The type of program or service correlated with this service code.
Hourly – 1 to 1 service
Residential Program – client lives at the program
Day Program – client travels to the program
Group Service – 2 or more clients
Parenting Program - client lives at the program
Transportation – to and from the day program
Client Transportation – used in conjunction with an hourly service
Vendor (FI only) – vendor payments
Service Code Name (required): User-friendly name. Employees will select when adding a punch.
Funding Type (FI only - required): Options are dependent on account type. Select whether the authorization is for units or dollars.
Billing Details: Click the blue plus (+) icon to expand the billing options
Bill Code (required): Unique identifier provided by the funding source
Bill Code Modifiers: Optional field allowing up to four bill code modifiers
Billable: Defaults to yes. Select no if this is a non-billable service.
Billing Unit (required for hourly units-based): The increment in which the funding source requires the service to be billed
Billing Multiplier (required for hourly): Use to define hourly units for billing. Options are dependent upon account type but may include:
Hourly – 60 minutes
Half Hourly – 30 minutes
Quarter Hourly – 15 minutes
Default Billing Modifier (optional): Optional modifier, appears on the billing file
Rounding Increment (required for hourly units-based): Select by minutes
None – no rounding
15 – round by 15 minutes
30 - round by 30 minutes
60 - round by 60 minutes
Rounding Type (required if the rounding increment is 15, 30, 60) – Select how to round
Round – to the nearest
Truncate – round down
Increment – round up
Billing Rollup Type (required): Entries will be reported by billing rollup ID by the client
None – Each entry has a unique billing rollup id
Daily – Entries with the same date and client have the same billing rollup id
Weekly - Entries in the same week and for the same client have the same billing rollup id
Monthly - Entries in the same month and for the same client have the same billing rollup id
Payroll Details: Click the blue plus (+) icon to expand the payroll options
Payable: If yes, all employee time entries associated with this service code will appear on the payroll file. If no, the employee will not be paid for time clocked against this service.
Overtime Exempt: If yes, employee time entries associated with this service code will not count towards the accumulation of 40 hours to calculate overtime.
Payback/Rebill (only for dollars-based): If Yes, overtime automatically reallocates to the correct date of service in the pay period.
Default Pay Rate (optional): Entering a pay rate here will autofill the pay rate in all service accounts created with this service code.
Default Pay Rate can be edited on the Service Account
Has Max Pay Rate (optional): Defaults to no. If yes, this service code will have a max pay rate for any employee providing the service. This includes overtime.
Max Pay Rate (optional): If yes, this field unlocks and becomes required.
Show Remaining Balance: Defaults to no. If yes, when an employee creates a punch, the remaining authorization balance displays in units or dollars in the web portal, and displays total available time in the mobile app.
Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.
Remaining Balance Details: Click the blue plus sign (+) to expand the section
Show Monthly Balance: If yes, the remaining monthly balance displays as time when employees create a punch in the mobile app.
Show Weekly Balance: If yes, the remaining weekly balance displays as time when employees create a punch in the mobile app.
Show Daily Balance: If yes, the remaining daily balance displays as time when employees create a punch in the mobile app.
Enable for Mobile App (client transportation only): Defaults to yes meaning client transportation is allowed in the mobile app
Allow Diagnosis Code: Defaults to yes. If no, this field will not appear when an employee adds an entry for this service code.
Allow Employee Authorizations (hourly and client transportation only): Defaults to no. If yes, an authorization for this service code will require one or more employees to be linked to it.
Allow Accrued Time Entries (hourly units-based only): Defaults to no. If yes, accrued time entries are permitted.
Allow Reimbursements (hourly dollars-based only): Defaults to no. If yes, expense reimbursement entries are permitted.
Allow Vendor Payments (hourly dollars-based and vendor only): Defaults to no for hourly dollars-based. If yes, vendor payment entries are permitted. Set to yes for vendor account type-based. If yes, vendor payment entries are permitted. Set to yes for vendor account type.
Display Auth Details (displays when Allow Vendor Payments is set to Yes): Defaults to No. If Yes, displays authorization details when creating / editing vendor payment entries.
Enable Employer Sign-Off (hourly dollars-based and vendor only): Defaults to no. If yes, vendor payment entries require Employer sign-off and Employers will have an Entries Requiring Sign Off submenu tab where they can sign off on or reject vendor payment entries that are in Pending status. This applies to vendor payment entries for account type Hourly, or Vendor with vendor payments enabled. This functionality is only applicable in the web portal.
Enable Client Sign-Off (hourly dollars-based and vendor only): Defaults to no. If yes, vendor payment entries require Client sign-off. Clients may navigate to the Entries Requiring Sign Off submenu tab where they can sign off on or reject vendor payment entries that are in Pending status. This applies to vendor payment entries for account type Hourly, or Vendor with vendor payments enabled. This functionality is only applicable in the web portal.
Allow Bonus Payments (hourly dollars-based only): Defaults to no. If yes, bonus payment entries are permitted.
Require EVV Location: Defaults to no. If yes, all entries will require an EVV location.
When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.
If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.
EVV Required: Defaults to yes meaning EVV will be required on all punches associated with this service code. EVV must be enabled to activate Phone EVV and/or FOB functionality.
Enable Geofencing: Defaults to no. If yes, this service can only be provided within an established radius from approved locations.
The punch is flagged for review, not rejected.
Require Care Notes: Only for Hourly account type when the Care Management module is enabled, and the task is required. If yes is selected, employees cannot clock out in the mobile app without publishing care notes.
Has Daily Rate: Defaults to yes, meaning the funding source will switch to a daily rate for this service after a specified number of hours is reached in a day.
Daily Max (required): The maximum number of hours this service can be provided in a day before switching to the daily rate.
Include Daily Pay Hours in OT Calculations: When converted to the daily rate, selecting yes means hours are included in overtime calculations.
Default Auth Specs (optional): If this service code has a standard billing rate, daily max, weekly max, and/or monthly max, mark yes and complete the fields that are made visible. All new authorizations under this service code will auto-populate these figures.
Service Code Reference 1, 2, and 3 (optional): Data entered in these fields are defined by the user and appear on the billing file
GL Code (required): Code that will link all associated time entries to the appropriate GL account for the customer
Description (optional): Additional information as needed
Status: Defaults to active. Select inactive when no longer a valid service code.
Canned Statements (optional): Enter canned statements (acknowledgments) that the employee can select at clock out.
Default CPT Code and Default HCPCS Code (optional): The default code for this service. Only one or the other may be entered.
CPT and HCPCS codes appear on client funding accounts and may be edited.
Certification Template (optional): Select if there are a set of certification requirements specific to this service code
EVV Aggregation Required (account type only - hourly, client
funding accounts and may be edited.Certification Template (optional): Select if there are a set of certification requirements specific to this service code
EVV Aggregation Required (account type only - hourly, client transportation, group service) Yes or no options, defaults to notransportation, group service) Yes or no options, defaults to no. If Yes, punches for this service code will be aggregated to the funding source.
Please note: If the Split Batch by EVV/non-EVV setting on the funding source is set to Yes, the EVV Aggregation Required field must be set to Yes. This allows for separation of entries by punch type (EVV or non-EVV), which can be viewed in both portal and Claims Manager (if applicable).
Is Travel Time (account type only - hourly): Yes or no options, defaults to no.
Display Monthly Budget Link (instance level setting): Monthly budget report will be linked to the authorizations of individuals receiving this service and available for viewing on employer and case worker profiles
Select Save to continue and Yes to confirm
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Log into DCI
Click Home on the main menu
Click Employees on the submenu
Search for and locate the employee
Click anywhere in the row to open the Employee Details page
Click Actions
Select New Service Account. Complete the form wizard.
Account Type (required): Select the account type associated with the appropriate service code
Hourly/Client Transportation
Client (required): The client receiving service from the employee
Relationship Type (required): Employee’s relationship with the client
Service Code (required): The system generates drop-down options based on the client’s name
Funding Source: The system generates drop-down options based on the client’s name
Funding Type: System auto-populates
Dollar funding type only
Burden Multiplier (required): The percentage of the pay rate that must be added to account for all associated fees. Enter as a decimal.
Cost Center (required): The cost center in which the employee will provide the service
Employee Number (optionalrequired - FI Mode only): Recommended for use when an employee can work for multiple employers and has Employee identifier. Distinguishes employees who are working for multiple employers or agencies and who have a unique employee number for each.
Pay Rate Name (required)
Pay Rate (optional): Defaults to 0. If the client has a unique pay rate, it will default to that pay rate. This number can be changed if there is a unique pay rate for this service account.
Effective Date (optional): The date the pay rate is effective
Daily Pay Max (optional): Enter if the pay rate will switch to daily after a set number of hours
Daily Rate (optional): Required if a daily pay max is entered
Min Units Per Punch (optional): Enter if a minimum number of pay units must be used when the employee clocks in under this service account
Max Units Per Punch(optional): Enter if the employee may not exceed a maximum number of pay units in one shift
Start Date(optional): If a date is entered, the employee will not be able to make a punch before this date.
End Date(options): If a date is entered, the employee will not be able to make a punch after this date.
Payroll Modifier (optional): Used for extra pays. A way to differentiate additional service on the payroll file. A code, not an amount (i.e., TRANS).
**Account Reference(optional)
Grace Period: Defaults to disabled. By clicking enabled, the grace period for a certification template that is linked to this service account will be permitted.
Grace Period Expiration: The date the grace period will expire based on the time frame associated with the linked certification template
EVV Exempt: Yes or no options, defaults to no.
Allow Overlapping Pay Rates: Check this box to allow overlapping pay rates
See Pay Rates Guide for details
EVV Frequency Type (Hourly Only): If the service code is set to require EVV, this field is required.
Case manager (optional)
Status: Defaults to active. Switch to inactive when this is no longer a valid service account.
Administration/Drive/Training/Vacation/Sick/Holiday
Cost Center (required)
Pay Rate Name (required)
Pay Rate(optional): Defaults to 0. This number can be changed if there is a unique pay rate for this service account.
Min Units Per Punch (optional): Enter if a minimum number of billing units must be used when the employee clocks in under this service account
Max Units Per Punch (optional): Enter if the employee may not exceed a maximum number of billing units in one shift
Start Date(optional): If a date is entered, the employee will not be able to make a punch before this date.
End Date(options): If a date is entered, the employee will not be able to make a punch after this date.
**Account Reference (optional)
Grace Period: Defaults to disabled. By clicking enabled, the grace period for a certification template that is linked to this service account will be permitted.
Grace Period Expiration: The date the grace period will expire based on the time frame associated with the linked certification template
Status: Defaults to active. Switch to inactive when this is no longer a valid service account.
Residential Program/Day Program/Group Service/Parenting Program
All fields from Administration/Drive/Training/Vacation/Sick/Holiday
PTO
All fields from Administration/Drive/Training/Vacation/Sick/Holiday, and:
PTO Increment(optional): Enter if PTO can only be entered in a set increment (i.e., 8 hours)
Mileage
All fields from Administration/Drive/Training/Vacation/Sick/Holiday, and:
Payability: Defaults to payable. Change to not payable if the employee will not be paid for this service.
Click Save to continue and Yes to confirm
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