Content Comparison

Field #

Field

Type

Description

Required

Comments

1

FullName

String

Full Name

Yes

Min Length: 2

Max Length: 50

2

Address

String

Address Line 1

Yes

Min Length: 2

Max Length: 150

3

Address2

String

Address Line 2

Optional

Min Length: 2

Max Length: 150

4

City

String

City 

Yes

Min Length: 2

Max Length: 20

5

State

String

State

Yes

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

6

PostalCode

String

Postal Code 

Yes

Length = 5 numerals

7

CountryCode

String

3 Letter Country Code

Yes

Should be USA

8

FundingSourceType

Int

Type of Funding Source (1, 2, 3)

Yes

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

9

Phone

String

Phone Number

Yes

10-digit phone number; exclude dashes and parentheses

10

AltPhone

String

Alternate Phone Number

Optional

10-digit phone number; exclude dashes and parentheses

11

ProviderId

String

Provider Id for Funding Source

Optional

Must use existing Id in DCI

12

Email

String

Email Address 

Yes

Email format: test@dcisoftware.com

13

TimeZone

String

Time Zone

Yes

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

14

CostCenterId

Integer

Unique Cost Center Id

Yes

Use existing Id in DCI

15

SleepShiftStart

Time

Sleep shift Start Time

Optional

Format: hh:mm

16

SleepShiftEnd

Time

Sleep shift End Time

Optional

Format: hh:mm

17

ProfileReference

String

Third-party reference number for the Profile

Optional

Min Length: 1

Max Length: 200

18

EnableEDI

Bit

EDI is enabled or not

Yes

Enumeration:

●       0 - No

●       1 - Yes

*This column is contingent on the instance-level setting.

19

EnableEDITransmission

Bit

EDI Transmission is enabled or not

Conditional -

If (EnableEDI = Yes), the EnableEDITransmission is mandatory field, otherwise the field can be left blank

Enumeration:

●       0 - No

●       1 - Yes

*This column is contingent on the instance-level setting.

20

EDISenderID

Integer

EDI Sender ID

Conditional -

 If (EnableEDI = Yes), the EDISenderID is mandatory field, otherwise the field can be left blank

Min Length: 1

Max Length: 200

*This column is contingent on the instance-level setting.

21

EDIReceiverID

Integer

EDI Receiver ID

Conditional -

If (EnableEDI = Yes), the EDIReceiverID is mandatory field, otherwise the field can be left blank

Unique Id of the Receiver

*This column is contingent on the instance-level setting.

22

ExcludeFromAutoApproval

Bit

The field will define whether the Funding source entries be excluded from the Auto Approval scheduler

Yes

Enumeration:

●       0 - No

●       1 - Yes

23

AllowOfflineMobileApp

Bit

This field will define whether an employee is allowed to use the application in offline mode or not.

Yes

Enumeration:

●       0 - No

●       1 - Yes

24

RequireReasonCodeForManualEntries

Bit

The field will define whether the Reason Code will be required for Manual entries or not

Yes

Enumeration:

●       0 - No

●       1 - Yes

25

AllowSignatureEVVVerification

Bit

This field Checks whether Signature verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Signature Verification method is disabled

●       1 - Signature Verification method is enabled

26

AllowClientPasswordEVVVerification

Bit

This field Checks whether Password verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Password Verification method is disabled

●       1 - Password Verification method is enabled

27

AllowClientPinEVVVerification

Bit

This field Checks whether Pin verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Pin Verification method is disabled

●       1 - Pin

 Verification method is enabled

28

AllowPictureEVVVerification

Bit

This field Checks whether Picture verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Picture Verification method is disabled

●       1 - Picture

Verification method is enabled

29

PerformPictureFacialRecognition

Bit

This field Checks whether Facial Recognition is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Facial recognition is disabled

●       1 - Facial recognition is enabled

30

PictureFacialMinPercentage

Integer

This field the column stores the Min percentage value for facial recognition

Optional

Allows Integer value

FYI: Allows integer value from range 0 - 100

31

AllowFOBEVVVerification

Bit

This field Checks whether FOB Verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - FOB Verification method is disabled

●       1 - FOB Verification method is enabled

32

AllowVoiceRecordingEVVVerification

Bit

This field Checks whether Voice Verification method is enabled/ disabled corresponding to the Funding Source

Optional

Enumeration:

●       0 - Voice Verification method is disabled

●       1 - Voice Verification method is enabled

33

RequireReasonCodeForLateEntries

Bit

This field Checks whether reason code is required for late entries or not

Optional

Enumeration:

●       0 - Reason Code is not required for late entries

●       1 - Reason Code isrequired for late entries

34

AllowMobilePortalSignOffVerification

Bit

The field will define whether the EVV verification method of Client Sign Off is enabled or not

Optional

Allows 0 or 1 value.

0 = Disables Client Sign off Verification method

1 = Enables Client Sign off Verification method

35

AllowApproveUnverifiedPicture

Bit

The field will define whether unverified pictures can be approved or not

Optional

Allows 0 or 1 value.

0 = Disables Approve Unverified Picture

1 = Enables Approve Unverified Picture

36

AllowApproveUnverifiedSignature

Bit

The field will define whether unverified signatures can be approved or not

Optional

Allows 0 or 1 value.

0 = Disables Approve Unverified signature

1 = Enables Approve Unverified signature

37

AllowApproveUnverifiedVoiceRecording

Bit

The field will define whether unverified recordings can be approved or not

Optional

Allows 0 or 1 value.

0 = Disables Approve Unverified recording

1 = Enables Approve Unverified recording

38

ScheduleCompareLogic

Bit

(Instance Level Setting)

Select Default (Visit Start Time is compared to Schedule Start and Visit End Time is compared to Schedule End) or Duration (Visit Duration compared to Schedule Duration)

Yes, if instance level setting is enabled

0 = Default

1 = Duration

39

AllowedDeviation

String

(Instance Level Setting)

The number of minutes a visit can deviate from the compared schedule entry and still be considered a match

Required if Duration is selected for Schedule Compare Logic

Min = 1

Max = 20

40

AutoDownwardBillableAmountAdjustment

Bit

The field checks whether the Billable Amount needs to be adjusted in the entries that are added corresponding to the Funding Sources.

Allows 0 or 1 value.

0 = Billable Amount will not be adjusted

1 = Billable Amount will be adjusted

41

ProgramID

String

Optional, free text field on the funding source profile.

Optional

42

EnableAutoApprovalVendorPayments

Bit

Determines if vendor payments should flow through the auto approval process

Required for FI Mode only

Allows 0 or 1 value.

0 = No

1 = Yes

43

RequireEmployerSignOff

Bit

Determines if Auto Approval of vendor payment entries requires Employer Sign-Off when the service code setting for Employer Sign-Off is enabled

FI Mode Only

Conditional – required if Enable Auto Approval Vendor Payments is set to 1 (Yes)

Allows 0 or 1 value.

0 = No

1 = Yes

44

EnableAutoApprovalReimbursements

Bit

Determines if employer reimbursements should flow through the auto approval process

Required for FI Mode only

Allows 0 or 1 value.

0 = No

1 = Yes

Field #

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique identifier for the Client Profile

Yes

Must use existing Id in DCI

2

ServiceCodeId

Integer

Unique identifier for the Service Code. Can be found on Service Codes Report, in the column Service Code ID.

Yes

Must use existing Id in DCI

3

CostCenterId

Integer

Unique identifier for the Cost Center

Yes

Must use existing Id in DCI

4

AccountReference

String

The third-party reference for the Account

Optional

Min Length: 2

Max Length: 150

5

UnitId

Integer

Unique identifier for the Units for the Account

Should match the Billing Unit provided in corresponding Service Code.

Yes

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

6

AccountCodeRef

String

Third-party code for the Account

Optional

Min Length: 1

Max Length: 255

7

MinEntryAmount

Decimal

Minimum Entry Amount and it can be 0, which indicates unused

Optional

Should be Less than 999.99

8

MaxEntryAmount

Decimal

Maximum Entry Amount and it can be 0, which indicates unused

Optional

Should be Less than 999.99

9

StartDate

DateTime

Start Date of the Account

Conditional -Required for Residential Program Accounts

Format: MM/DD/YYYY

10

EndDate

DateTime

End Date of the Account

Conditional - Required for Residential Program Accounts and should be blank for other Types

Format: MM/DD/YYYY

11

StaffRatio

Integer

Client Staff Ratio

Conditional -

Required for Day Program Accounts and should be blank for other Types of Account

Min Length: 1

Max Length: 5

12

RegionId

Integer

Unique Identifier for Region

Conditional -

Required only if Region Exists for corresponding to Funding Source, otherwise can be left blank

Must use existing Id in DCI

13

CaseWorkerId

Integer

Unique Identifier for Caseworker

Optional

Caseworker Id representing Funding Source

14

VendorProfileId

Integer

Unique Identifier for Vendor

Conditional - required if Allow Vendor Authorizations setting on the service code is Yes; blank if No

Must use existing Id in DCI

Field #

Field

Type

Description

Required

Comments

1

AccountId

Integer

Unique identifier for the Client Funding Account

Yes

Must use existing Id in DCI

2

AuthorizationIDReference

String

The third-party reference for the Authorization Entry

Optional

Min Length: 2

Max Length: 250

3

StartDate

DateTime

Date Authorization becomes effective

Yes

Valid date in the Format: MM/DD/YYYY

4

EndDate

DateTime

Date Authorization expires

Yes

Valid date in the Format: MM/DD/YYYY

5

MonthlyMax

Decimal

Maximum draw per month

Optional

Min Length: 0

Max Length: 10

6

WeeklyMax

Decimal

Maximum draw per week

Yes

Min Length: 1

Max Length: 10

7

DailyMax

Decimal

Maximum draw per day

Yes

Min Length: 1

Max Length: 10

8

BillingUnitId

Integer

Unit unique identifier; Pulled from the Account UnitId Field 

Optional

Should match the Billing Unit provided in Corresponding Service Code

9

BillingRate

Decimal

Billing Rate per transaction unit

Yes

Min Length: 0

Max Length: 13

10

RemainingBalance

Decimal

The balance of Units remaining

Optional

Min Length: 0

Max Length: 10

11

Nonbillable

Boolean

Authorization is not billable

Yes

0 - No

1 - Yes

12

EligibilityCode

String

Third-party code for eligibility for Funding

Optional

Min Length: 0

Max Length: 200

13

InitialBalance

Decimal

The original balance of the Authorization

Yes

Min Length: 1

Max Length: 10

14

AuthorizationExpiration

DateTime

Date the Authorization expires

Yes

Valid date in the Format: MM/DD/YYYY

15

MaximumDailyBillableUnits

Decimal

Maximum billable units under unit rate

Optional

Should be less than 999.99

16

DailyRate

Decimal

Fixed rate if total Units above MaximumDailyBillableUnits

Optional

Should be less than 999.99

17

AuthorizationIDReference1

String

Optional Data Storage Field

Optional

Max Length: 20 characters

18

AuthorizationIDReference2

String

Optional Data Storage Field

Optional

Max Length: 20 characters

19

AuthorizationIDReference3

String

Optional Data Storage Field

Optional

Max Length: 20 characters

20

AuthorizationIDReference4

String

Optional Data Storage Field

Optional

Max Length: 20 characters

21

AuthorizationIDReference5

String

Optional Data Storage Field

Optional

Max Length: 20 characters

22

HideInitialBalance

Boolean

Hiding Initial Balance

Required

0 - False

1 - True

23

BillingHold

Boolean

Whether Billing Hold is Enabled or Not

Optional

Enumeration:

●       0 - No

●       1 - Yes

FYI: If left blank for an Authorization, the system will consider it as 0 (No).

24

VendorProfileId

Integer

Unique identifier for the vendor

Conditional - required if Allow Vendor Authorizations setting on the service code is Yes; blank if No

Must use existing Id in DCI