...
Required Entities Before Creation:
Cost Center
Create Client
Log in to DCI
...
Click Home
...
on the main menu
...
Click Clients on the submenu
...
Click Actions
...
Select Add New Client. Complete the form wizard.
Basic Demographics tab:
First
...
Name (required)
Last
...
Name (required)
Full Name (optional)
Gender (required)
...
: Defaults to Unknown. Select Male, Female, Other, or Unknown.
Address (required): Client’s physical address
GNIS
...
Code (required): Click the
...
blue search location
...
link after entering the address. This will generate the GNIS Code.
Time Zone (optional): Select from drop-down
...
Phone (required)
*Alternate Phone (optional)
Mobile (optional)
...
Email (required): If EVV will be used, a valid and unique email address for the client must be entered.
...
DOB (required)
**Profile reference (optional)
*SSN (optional)
*Verify
...
SSN (required if SSN was entered)
Allow SSN Retrieval: Yes or no options, default is no. If yes is selected, the SSN will be stored in a retrievable format for EVV aggregation. Only select yes if the funding source requires SSN to be aggregated.
Attach Photo (optional): Required if facial recognition will be used for EVV
...
Click Next
Client Information tab:
Client
...
Id (required): Unique Id usually provided by the funding source
Medicaid No (optional)
Insurance Group No (optional)
Insurance Plan No (optional)
Insurance Payer No (optional)
Insurance Number (optional)
Certification Template (optional): Select if there are a set of certification requirements for employees working with this client
Cost
...
Center (required): Select the client’s home cost center
Preferred Language (optional): Select the language spoken by the client
*Received Date (optional): The date the client entered the company’s services
*Packet Mailed (optional): The date the company completed and returned to the funding source all required documentation for the client to enter its services
Client Status: Defaults to active. Select inactive when no longer a client.
Discharge Date (optional): Enter at time of the client’s discharge
Suspended Date (optional): Enter the date the client suspended services, i.e., for a hospitalization.
**Code (optional)
*Region (optional): The region in which the client receives services, as designated by the funding source.
*Guardian (optional): Client’s guardian name if the client is not his or her guardian
*Fee (optional): The fee charged to the program for serving the client
*Primary Diagnosis (optional): The ICD-10 code that enables the client’s eligibility for service, as required by some funding sources.
*Cost Share (optional): The client’s responsibility for payment toward services
Enable Caregiver Rating Emails (optional): If checked the client and/or guardian will receive emails to rate their experience with their caregiver.
Enable Care Management (optional): If checked the client will be available in the care management module for a plan of care and goal tracking.
Enable Vendor Payment (FI mode only - optional): If checked the client will be eligible to make vendor payments.
Enable Employer Reimbursement (FI mode only - optional): If checked the client will be eligible for reimbursements.
...
Enable Schedule Management (optional): If checked the client will be able to manage their own schedule (create and edit schedule entries; publish, copy, and delete schedules)
Click Next
EVV Location tab:
Copy from Profile Address (optional): Copy the address from the basic demographics tab of the form.
EVV Location
...
Name (required if completing the form): The name of the location, i.e., home.
EVV Location
...
Type (required if completing the form): Select from drop-down
...
Address (required if completing the form): The location address
...
Country (required if completing the form)
Phone Number (optional): Required for Phone EVV
Phone
...
Verified (required):
...
Select yes or no, has the phone number been verified for Phone EVV?
Phone Type (optional)
Phone Carrier (optional)
Begin
...
Date (required if completing form): The first date the location is approved for use
End Date (optional): The last date the location is approved if known.
...
Status (required): Select from the drop-down.
Primary (optional): Select if this is the primary location to receive services
...
Click Next
Authentication Information tab:
Enable Client Login (optional): Required if client portal sign-off will be used for EVV. If enabled, DCI will send a system-generated email (sender email address is: support@dcisoftware.com) to the email address on the client profile. This email must be validated.
...
Password (required): Enter a temporary password. Hover over the white “i” (information) for password requirements. The client will be prompted to change their password when they log in.
Confirm
...
Password (required): Enter the same as above to confirm.
Pin (required): Can be used instead of a password on mobile devices.
Username (optional to change): Will be used by the client for all future logins.
Authentication Status: Defaults to active if enable client login is checked. Defaults to disabled if enable client login is not checked.
...
Click Next
Review client information,
...
click Save
...
to continue,
...
and Yes
...
to confirm.
View, Edit, or Deactivate Client Profile
Log in to DCI
Click Home on the main menu
Click Clients on the submenu
Enter the client's name in the filter and click Search
Click anywhere in the client row to open the Client Details page
Click Actions
Select Edit Client from the drop-down menu
View and make edits in the Edit Client form wizard
To deactivate the client profile, change the status to Inactive on the basic demographics tab.
Click Save and Yes to confirm
Related articles
| Filter by label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|