Field #

Field

Type

Description

Required

Comments

1

FirstName

String

First Name

Yes

Min Length: 1

Max Length: 50

2

LastName

String

Last Name

Yes

Min Length: 1

Max Length: 50

3

FullName

String

Full Name

Optional

Min Length: 2

Max Length: 200

4

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

5

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

6

City

String

City

Yes

Min Length: 2

Max Length: 20

7

State

String

State

Yes

The state's two letter abbreviation (i.e., AZ)

8

PostalCode

String

Postal Code

Yes

Length = 5 numerals

9

CountryCode

String

3 Letter Country Code

Yes

Should be USA

10

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

11

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

12

MobilePhone

String

Cell Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

13

Email

String

Email Address

Yes

Email format: test@dcisoftware.com

14

TimeZone

String

Time Zone

Yes

See “Admin Guide: Static Data Reference File for Imports” in the Help Center

15

CostCenterId

Integer

Unique Identifier for the Cost Center

Yes

Use the existing Cost Center Id from DCI

16

DOB

Date

Date of Birth

Yes

Format: MM/DD/YYYY

17

Username

String

Username for login

Optional

Min Length: 6 characters

Max Length: 50 characters

18

Password

String

Password for login

Optional

Min Length: 10 characters

Max: 32 characters

19

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

20

ClientNumber

Integer

Third-party Client Number

Yes

Min Length: 1

Max Length: 20

21

MedicaidNumber

String

Medicaid Number

Optional

Min Length: 2

Max Length: 20

22

InsuranceNumber

String

Third-party Insurance Number

Optional

Min Length: 2

Max Length: 20

23

InsurancePlan

String

Insurance Company Plan

Optional

Min Length: 2

Max Length: 20

24

InsuranceGroup

String

Insurance Company Group

Optional

Min Length: 2

Max Length: 20

25

InsurancePayerId

String

Insurance Company Payer Number

Optional

Min Length: 2

Max Length: 20

26

ClientCode

String

Third-party code for the Client

Optional

Min Length: 2

Max Length: 20

27

RegionId

String

Third-party Region Name

Optional

Min Length: 2

Max Length: 25

28

SSN

String

Social Security Number

*Must be cleartext (not encrypted)

Optional

Min and Max Length: 9 (Numerals)

29

TemplateId

Integer

Existing Certification Template Id from DCI

Optional

Must use existing Id in DCI

30

Fee

Decimal

Fee Amount

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

31

CostShare

Decimal

Cost Share

Optional

Min Length: 1

Max Length: 18

(After Decimal: 2)

32

EnableCaregiverRatingEmails

Int

Allows clients to rate the caregiver for services they’ve received

Yes

Must be 0 or 1 value

Value:

●       0 – No

●       1 - Yes

33

ReceivedDate

Date

Received Date

Optional

Format: MM/DD/YYYY

34

RetainSSN 

Bit

Checks SSN needs to store in encrypted form or not

No

Must be 0 or 1 value

Value:

●       0 - No

●       1 - Yes

35

Pin

Varchar

Login Pin of the Client

Yes

Min/Max Length: 4

36

ProfileStatus

Integer

Status of the Client Profile

*Imported client profile status is set to Active

Yes

Must be a valid Status:

●       1 - Active

●       2 - Inactive

37

PreferredLanguage

Varchar

Preferred language for a Client

Yes

Must be a valid value:

●       en - English

●       es - Spanish

●       vi- Vietnamese

●       zh - Mandarin

●       ru - Russian

●       so - Somali

●       ar - Arabic

38

SexGender

String

Client Gender

Yes

• M - Male

• F - Female

• U - Unknown

• O - Other

If any other value is entered, the gender defaults to U for unknown.

39

EnableScheduleManagement

Integer

Client creates and manages own schedule

No

Must be 0 or 1 value
Value:

• 0 - No (disabled)

• 1 – Yes (enabled)
  Defaults to 0 if no value is entered

Column should only be present if the Scheduling Module is enabled.

Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique Id of the Profile

Yes

Should be the existing Id of the Client Profile

2

DataElementName

String

Name of the columns

-          SSN

-          ClientNumber

-          RetainSSN

-          ProfileReference

-          AuthenticationStatus

-          EnableCareGiverRatingEmails

-          EnableCareManagement

-          EnableVendorPayments

-          EnableEmployerReimbursementEnableEmployerReimbursements

-          Gender

Yes

Columns:

SSN

Should be 9 Numerals

ClientNumber

Min Length: 1

Max Length: 20

RetainSSN

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

ProfileReference

Min Length: 1

Max Length: 200

AuthenticationStatus

Must be an existing Id of the Authentication:

●       1 - Active

●       2 - Disabled

●       3 - Locked

EnableCareGiverRatingEmails

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

EnableCareManagement

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

EnableVendorPayments

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

EnableEmployerReimbursementEnableEmployerReimbursements

Must have value (0 or 1)

Value:

●       0 - No

●       1 - Yes

Gender

• M - Male

• F - Female

• U - Unknown

• O - Other

3

NewDataValue

String

Data

No

Data corresponding to the columns:

-          SSN

-          ClientNumber

-          RetainSSN

-          ProfileReference

-          AuthenticationStatus

-          EnableCareGiverRatingEmails

-          EnableCareManagement

-          EnableVendorPayments

-          EnableEmployerReimbursement

Field #

Field

Type

Description

Required

Comments

1

CustomFieldID

Integer

Valid Custom Field Id

Yes

Must use existing Id in DCI

2

TargetItemID

Integer

 Valid Profile / Entry Id

Yes

Existing Id of any Entry / Profile (such as: Client, Employee etc.) with which the Custom Field needs to be associated

3

Value

Integer

String
Date
List

Any value either as Integer, String, Date, and List based on Input Type of Custom Field

Conditional – Required if Custom Field is Required and else, it will be Optional)

Accepts Integer, String, Date, and List Values based on the basis of Input Type selection of in the field: CustomfieldId mentioned above

When Multi-Select is set to Yes on the Custom Field, more than one list value may be included. Add a colon between each value (e.g., one:two:three)