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name	Import Formats - Admin Guide.pdf

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name	Import Formats - Admin Guide.pdf

Creating a Template

First row must be the column headers
Column headers should equal the field names listed below, in the order listed below, no spaces.
All columns must be present, even if optional fields are left blank.
Save the file as Text (tab delimited)

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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

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42

Field #

EnableAutoApprovalVendorPayments

Field

Type

Description

Required

Comments

1

ProfileId

Integer

Unique identifier for the Funding Source Profile

Yes

Must use existing Id in DCI

2

RegionName

String

Name of the Region

Yes

Min Length: 2

Max Length: 50

3

Address

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

Regions

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Funding Source Profile	Yes	Must use existing Id in DCI
2	RegionName	String	Name of the Region	Yes	Min Length: 2 Max Length: 50
3	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
4	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
5	City	String	City	Yes	Min Length: 2 Max Length: 20
6	State	String	State	Yes	The state's two letter abbreviation (ie, AZ)
7	PostalCode	String	Postal Code	Yes	Length = 5 numerals
8	CountryCode	String	Country Code	Yes	Should be USA
9	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
10	FaxNumber	String	Fax Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
11	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
12	ContactName	String	Name of the Contact	Yes	Min Length: 1 Max Length: 150
13	RegionReference	String	Third-party reference for the Region	Optional	Min Length: 1 Max Length: 150

...

Field #	Field	Type	Description	Required	Comments
1	FundingSourceId	Integer	Unique identifier for the Funding Source Profile	Yes	Must use existing Id in DCI
2	AccountType	Integer	Account Type for the Service Code	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
3	ServiceCodeName	String	Name of the Service Code	Yes	Min Length: 1 Max Length: 200
4	FundingType	Integer	(FI Mode Only) Type of Funding Account	Required for Fiscal Intermediary Mode	1 - Units 2 - Dollar
5	BillCode	String	Funding Source Code for Billing	Yes	Min Length: 2 Max Length: 20
6	BillCodeModifier1	String	Bill code modifier	Optional	2 Alpha-numeric characters
7	BillCodeModifier2	String	Bill code modifier	Optional	2 Alpha-numeric characters
8	BillCodeModifier3	String	Bill code modifier	Optional	2 Alpha-numeric characters
9	BillCodeModifier4	String	Bill code modifier	Optional	2 Alpha-numeric characters
10	Billable	Boolean	Service Code Entries will be Billable	Yes	0 - False 1 - True
11	BillingUnit	Integer	The type of Billing Units (Hourly, Daily, etc.)	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
12	BillingMultiplier	Integer	Billing Multiplier	Conditional - Required if BillingUnit = Hourly	Should be 1, 2 or 3 (Refer to ImportProfile Static Data File)
13	DefaultBillingModifier	String	The default Billing Modifier	Optional	Min Length: 1 Max Length: 50
14	RoundingIncrement	Integer	Rounding Increment	Conditional - Required if Billable = Yes & Billing Unit = Hourly	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
15	RoundingType	Integer	Type of Rounding applied to Punch Entries	Conditional - Required if RoundingIncrement = 25 / 50 / 100	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
16	BillingRollupType	Integer	Billing Rollup Types	Conditional - Required if Billable field = Yes	Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File)
17	PayBackRebill	Boolean	Pay Back Rebill and it should be 0/ 1	Conditional - Required if Funding Type = Dollar & Account Type = Hourly & Billing Unit = Dollar	0 - False 1 - True
18	DefaultPayRate	Decimal	The default Rate for Employee Pay per Unit	Conditional - Required if Account Type = Hourly or Client Transportation & Payable = Yes	Should be less than 999.99
19	HasMaxPayRate	Boolean	Pay Rate Max Limit and it should be 0/ 1	Conditional - Required if Account Type = Hourly OR Account Type = Client Transportation	0 - False 1 - True
20	MaxPayRate	Decimal	Max Pay Rate allowed for Employee Service Account	Conditional - Required if Account Type = Hourly or Account OR ype = Client Transportation & HasMaxPayRate = Yes	Must include 2 digits following the decimal (X.XX)
21	ShowRemainingBalance	Boolean	Yes = Show the remaining authorization balance appears in units when an employee creates a punch	Conditional - Required if Account Type = Hourly OR Client Transportation	0 – No 1 – Yes
22	ShowMonthlyBalance	Boolean	Yes = Displays the remaining monthly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
23	ShowWeeklyBalance	Boolean	Yes = Displays the remaining weekly balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
24	ShowDailyBalance	Boolean	Yes = Displays the remaining daily balance as time when employees create a punch in the mobile app	Conditional - Required if Account Type = Hourly	0 – No 1 – Yes
25	AllowDiagnosisCode	Boolean	Diagnostic Code is allowed or is not allowed	Conditional - Required if Account Type = Hourly	0 - False (won’t display the Diagnostic Code field when creating the Punch) 1 - True (will display the Diagnostic Code field when creating the Punch)
26	AllowReimbursements	Boolean	(FI Mode Only) Allow Reimbursements or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Dollar	0 - False 1 - True
27	AllowVendorPayments	Boolean	(FI Mode Only) Allow Vendor Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar	0 - False 1 - True
28	DisplayAuthDetails	Boolean	(FI Mode Only) Display dollars as units in Auth Widget for Vendor Service Codes	Conditional – Required if Account Type = Vendor	0 - False 1 - True
29	EnableEmployerSignOff	Boolean	(FI Mode Only) Require Employer Sign Off or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar	0 - False 1 - True
2930	AllowBonusPayment	Boolean	(FI Mode Only) Allow Bonus Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Dollar	0 - False 1 - True
3031	AllowAccruedTimePayments	Boolean	(Instance Level Setting Only) Allow Accrued Time Payments and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & Funding Type = Unit	0 - False 1 - True
3132	AccruedTimePayCode	Integer	(Instance Level Setting Only) Accrued Time Pay Code (This row should only be present if dollars-based authorizations are enabled for the environment. Remove otherwise.)	Conditional - Required if Account Type = Hourly & AllowAccruedTimePayments = Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
3233	EVVRequired	Boolean	EVV Required/Not Required	Conditional -Required when account type = hourly or client transportation	0 - False 1 - True Defaults to 0
3334	RequireEVVLocation	Boolean	Require EVV Locations/Not Require	Conditional - Required if Account Type = Hourly – all other account types column should be left blank	0 - False 1 - True
3435	Description	String	Description	Optional	Min Length: 1 Max Length: 200
3536	ServiceCodeReference1	String	Service Code Reference 1 for additional Data	Optional	Min Length: 1 Max Length: 250
3637	ServiceCodeReference2	String	Service Code Reference 2 for additional Data	Optional	Min Length: 1 Max Length: 250
3738	ServiceCodeReference3	String	Service Code Reference 3 for additional Data	Optional	Min Length: 1 Max Length: 250
3839	DefaultCPTCode	Alphanumeric	CPT Code	Optional	Length: 5 characters Enter either CPT or HCPCS
3940	DefaultHCPCSCode	Alphanumeric	HCPCS Code	Optional	Length: 5 characters Enter either CPT or HCPCS
4041	CertificationTemplateId	Integer	The unique identifier for the Certification Template	Optional	Must use existing Id in DCI
4142	EVVAggregationRequired	Bit	Checks whether EVV Aggregation is required or not corresponding to the Service Code		Allows value either 0 or 1. Enumeration: 0 - EVV Aggregation is not required corresponding to the Service Code 1 - EVV Aggregation is required corresponding to the Service Code
4243	IsTravelTime	Bit	Travel Time is allowed or not with respect to Service Code	Optional (By Default value is set to “0”)	Allows value either 0 or 1. Enumeration: 0 - Travel Time Entry is not considered with respect to the Service Code 1 - Travel Time Entry is considered with respect to the Service Code
4344	RequireCareNotes	Bit	Checks whether Care Notes are required or not corresponding to the hourly Service Code	Conditional – Required for Hourly account type when the Care Management module is enabled. For all other account types the column should be left blank.	Allows value either 0 or 1. Enumeration: 0 – No 1 – Yes
45	AllowVendorAuthorizations	BIt	Allows clients to have multiple funding accounts and authorizations differentiated by vendor	Vendor only. If Yes, an authorization for this service code must be assigned to a specific vendor.	Allows value either 0 or 1. Enumeration: 0 – No 1 – Yes

Roles

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	The unique identifier for the Profile	Yes	Should be an existing Id of Employee Profile
2	CostCenterId	Integer	The unique identifier for the Cost Center	Yes	Should be an existing Id of Cost Center
3	Role	Integer	The Role to be assigned	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center

...

Field #	Field	Type	Description	Required	Comments
1	FirstName	String	First Name	Optional	Min Length: 2 Max Length: 50
2	LastName	String	Last Name	Optional	Min Length: 2 Max Length: 50
3	FullName	String	Full Name	Yes	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	State abbreviation of 2 characters i.e., Min Length and Max Length: 2
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	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
13	TimeZone	String	Time Zone	Yes	Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center
14	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
15	Username	String	Username for login	Yes	Min Length: 6 characters Max Length: 50 characters
16	Password	String	Password for login	Yes	Min Length: 10 characters Max Length: 32 characters
17	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
18	AllowSleepShift	Boolean	Is sleep shift allowed or not?	Yes	0 - False 1 - True
19	SleepShiftStart	Time	Start of the Sleep Shift	Conditional - Required if AllowSleepShift = 1	Time must be in 24 hr (HH:MM) format
20	SleepShiftEnd	Time	End of the Sleep Shift	Conditional - Required if AllowSleepShift = 1	Time must be in 24 hr (HH:MM) format
21	ProviderServiceLocation	String	Location used for Billing purposes	Optional	Min Length: 1 Max Length: 200
22	EVVRequired	Boolean	EVV Required	Yes	0 - False 1 - True

Case Workers

Field #

Field

Type

Description

Required

Comments

1

FullName

Field #	Field	Type	Description	Required	Comments
1	FirstName	String	First Name	Yes	Min Length: 2 Max Length: 50
2	LastName	String	Last Name	Yes	Min Length: 2 Max Length: 50
3	FullName	String	Full Name	Optional	Min Length: 2 Max Length: 200
4	UserName	String	Username for login	Optional	Min Length: 6 characters Max Length: 20 characters
5	Password	String	Password for login	Optional	Min Length: 10 characters Max Length: 32 characters
6	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
7	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
8	City	String	City	Yes	Min Length: 2 Max Length: 20
9	State	String	State	Yes	State abbreviation of 2 characters i.e., AZ
10	PostalCode	String	Postal Code	Yes	Length = 5 numerals
11	CountryCode	String	3 Letter Country Code	Yes	Should be USA
12	Phone	String	Phone Number	Yes	10-digit phone number; exclude dashes and parentheses
13	AltPhone	String	Alternate Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
14	MobilePhone	String	Mobile Phone Number	Optional	10-digit phone number; exclude dashes and parentheses
15	TimeZone	String	Time Zone	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
16	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
17	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Must use existing Id in DCI
18	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
19	CanViewNotes	Bit	Allows case worker to view Notes on the Client Details and Punch Details Page	Optional (Default value is set to “0”)	Allows value either 0 or 1. Enumeration: 0 - Case Worker is not allowed to view Notes on Client Details and Punch Details Page 1 - Case Worker is allowed to view Notes on Client Details and Punch Details Page
20	CanViewAttachments	Bit	Allows case worker to view Attachments on the Client Details and Punch Details Page	Optional (Default value is set to “0”)	Allows value either 0 or 1. Enumeration: 0 - Case Worker is not allowed to view Attachments on Client Details and Punch Details Page 1 - Case Worker is allowed to view Attachments on Client Details and Punch Details Page

Vendor Profiles (FI Mode Only)

21	EnableAuthorizationManagement	Bit	Provides case worker limited access to the authorizations module to manage authorizations. Access mirrors the level at which the case worker is linked.	Required if Features_CWMgmt is enabled	Allows value either 0 or 1. • 0 = No (disabled) • 1 = Yes (enabled)
22	EnableVendorPayments	Bit	Provides case worker the Vendors tab and the Pending Entries tab on the submenu. They can view all vendors; create, edit, approve, and reject vendor payments.	Conditional – required in FI Mode if Features_CWMgmt and Features_VendorPayments_IsEnabled are enabled	Allows value either 0 or 1. • 0 = No (disabled) • 1 = Yes (enabled)
23	EnableEmployerReimbursements	Bit	Provides case worker the Pending Entries tab on the submenu. They can create, edit, approve, and reject employer reimbursements.	Conditional – required in FI Mode if Features_CWMgmt and Features_OtherPayments_IsEnabled are enabled	Allows value either 0 or 1. • 0 = No (disabled) • 1 = Yes (enabled)

Vendor Profiles (FI Mode Only)

Field #	Field	Type	Description	Required	Comments
1	FullName	String	Full Name	Yes	Min Length: 2 Max Length: 200
2	DBA	String	DBA Name	No	Min. Length: 2 Max Length: 60
3	Address	String	Address Line 1	Yes	Min Length: 2 Max Length: 150
4	Address2	String	Address Line 2	Optional	Min Length: 2 Max Length: 150
5	City	String	City	Yes	Min Length: 2 Max Length: 20
6	State	String	State	Yes	The state's two letter abbreviation (i.e., AZ)
7	PostalCode	String	Postal Code	Yes	Length = 5 numerals
8	CountryCode	String	3 Letter Country Code	Yes	Should be USA
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	Email	String	Email Address	Yes	Email format: test@dcisoftware.com
12	TimeZone	String	Time Zone	Yes	Use the correct Time Zone from the “Import Profile Static Data File” in the Help Center
13	CostCenterId	Integer	The unique identifier for the Cost Center	Yes	Must use existing Id in DCI
14	ProfileReference	String	Third-party reference number for the Profile	Optional	Min Length: 1 Max Length: 200
15	TaxId	String	Tax Id of the Vendor	Yes	Should be of 9 Numerals (xx-xxxxxxx)
16	URL	String	The unique Web Address of the Vendor	Optional	Min Length: 2 Max Length: 30
17	Username	String	Username for login	Yes	Must be at least 6 characters Cannot be more than 50 characters Must be unique Characters must be alpha-numeric or period "."
18	Password	String	Password for login	Required when EnableVendorLogin field is set to 1 (Yes)	Must be at least 10 characters Cannot be more than 32 characters Must contain at least 1 uppercase letter, lowercase letter, number and special character Must not contain more than two repeated characters in a row Can not include parts of username or full name that exceed two consecutive characters The password should be different from the 3 previous passwords
19	EnableVendorLogin	Integer	Ability for vendor to log in	Yes	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

Client Service Accounts

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Program Profile	Yes	Must use existing Id in DCI
2	ParentAccountId	Integer	Client Funding Account Id. Can be found on Funding Account Report, in the column Account ID.	Yes	Must use existing Id in DCI
3	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
4	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
5	AccountType	Integer	Account Type for Client Service Account	Yes	3 - Day Program 2 - Residential 4 - Group Service 13 - Parenting 14 - Transportation
6	StartDate	DateTime	Start Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY
7	EndDate	DateTime	End Date for Account	Conditional - Required only for Residential Program and Parenting Program	Format: MM/DD/YYYY

...

Field #	Field	Type	Description	Required	Comments
1	ProfileId	Integer	Unique identifier for the Employee Profile	Yes	Must use existing Id in DCI
2	ParentAccountId	Integer	Unique identifier for the Client Funding Account ‘or’ the Master Program Account (Day, Residential, etc.) to be associated with the Employee Service Account	Yes	Should be an existing Id of Client Funding Account for hourly and client transportation or Master Program Account for programs
3	CostCenterId	Integer	Unique identifier for the Cost Center	Yes	Should be an existing Id of Cost Center
4	AccountReference	String	The third-party reference for the Account	Optional	Min Length: 2 Max Length: 150
5	Rate	Decimal	Rate for the Account	Yes	Should be less than 999.99
6	AccountCodeRef	String	Third-party Code for the Account	Optional	Min Length: 2 Max Length: 255
7	MinEntryAmount	Decimal	Minimum Entry Amount	Optional	Should be less than 999.99
8	MaxEntryAmount	Decimal	Maximum Entry Amount	Optional	Should be less than 999.99
9	AccountType	Integer	The Type of Account	Yes	See “Admin Guide: Static Data Reference File for Imports” in the Help Center
10	StartDate	Date	Start Date of Employee Service Account	Optional	Format: MM/DD/YYYY
11	EndDate	Date	End Date of Employee Service account	Optional	Format: MM/DD/YYYY
12	EvvFrequencyInterval	Integer	EVV Frequency Interval	Conditional: Required if EVVFrequencyType = ClockIn, out and Define Intervals during shift	Value should be between 1 and 240
13	EvvFrequencyType	Integer	EVV Frequency Type	Conditional The field is mandatory if EVV Required is “Yes” in Service Code, otherwise the field can be left blank	See “Admin Guide: Static Data Reference File for Imports” in the Help Center This will be used only for Hourly Account Type
14	PTOIncrement	Decimal	Increment in which entries for PTO service accounts should be created (e.g. “8” would mean one PTO entry = 8 hours)	No	Value should be between 0.25 and 23.98 and only for PTO Account Type
15	AllowsOverlappingRates	Boolean	The field checks whether the user is allowed to create multiple Pay Rates for a Date of Service or not	YesOptional	0 - False 1 - True
16	PayRate	Numeric	Item Id of the Pay Rate name	Yes	Found in Settings > Custom Drop Down
17	BurdenMultiplier	Decimal	Burden Multiplier (FI Mode Only)	Yes	FI Mode Only. This column should only be present when dollars-based authorizations are enabled.
18	RelationshipType	Integer	Type of the Relationship	Yes	See Relationship Type in the Imports - Static Data Reference File - Admin Guide article in the Help Center
19	EmployeeNumber	String	Employee Number (FI Mode Only)	No	FI Mode Only Min length: 2 Max length: 20 Number should be alpha-numeric.
20	Payability	Boolean	Payability and it will be either 1 or 5	Conditional - Required if Account Type = Mileage	1 - Non Payable 5 - Payable
21	EVVExempt	Bit	This field Checks whether EVV Exempt is enabled/ disabled in service account	Optional	Allows value either 0 or 1. ● 0= EVV Exempt is disabled ● 1 = EVV Exempt is enabled
22	DisplayAuthWidget	Boolean	Enabling will display the authorizations widget on the employees dashboard, available for hourly and client transportation	Conditional -Required if Account Type = Hourly, Client TransportationOptional	Enable Display Auth Widget Must have value (0 or 1) Value: ● 0 - No ● 1 - Yes

...

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).(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

Rate Change Authorization Entries

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Field #	Field	Type	Description	Required	Comments
1	EntryId	Integer	Valid Authorization Id	Yes	Associated to the Authorization Id Must use existing Id in DCI
2	StartDate	Date	Date that you want to update for existing Authorization	Yes	Must be in format “MM/DD/YYYY”
3	EndDate	Date	Date that you want to update for existing Authorization	Yes	Must be in format “MM/DD/YYYY”
4	ExpirationDate	Date	Date that you want to update for existing Authorization	Yes	Must be in format “MM/DD/YYYY”

...

Field #	Field	Type	Description	Required	Comments
1	EntryId	Integer	Valid Entry Id	Yes	Associated to the Authorization Id Must use existing Id in DCI
2	AuthorizationIDReference	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
3	AuthorizationIDReference1	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
4	AuthorizationIDReference2	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
5	AuthorizationIDReference3	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
6	AuthorizationIDReference4	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
7	AuthorizationIDReference5	String	Updated value for Auth Ref Field	Optional	If left blank, this field will be marked “Null” upon import Min Length: 2 Max Length: 250
8	EligibilityCode	String	Updated value for Eligibility Code	Optional	Min Length: 0 Max Length: 200

...

Field #	Field	Type	Description	Required	Comments
1	AuthID	Integer	Valid Authorization ID	Yes	Existing Authorization ID for which we want to update Date Range
2	RateStartDate	Date	Start Date that you want to update for existing Authorization	Yes	Valid Date Format: MM/DD/YYYY
3	RateEndDate	Date	End Date that you want to update for existing Authorization	Yes	Valid Date Format: MM/DD/YYYY

Accruals

Field #	Field	Type	Description	Required	Comments
1	EntryID	Integer	Unique identifier for authorization entry	Yes	Should be an existing authorization ID
2	EffectiveDate	Date	Date accrual becomes effective	Yes	Valid Date Format: MM/DD/YYYY
3	Amount	Decimal	Amount of the accrual	Yes	Should be a decimal or integer value Min Length: 1 Max Length: 10
4	AdjustInitialBalance	Bit	Should the system adjust the initial balance to equal the sum of all accruals?	Yes	Enumeration: 0 - No 1 - Yes

Entries

Employee Entries

Field #	Field	Type	Description	Required	Comments
1	AccountId	Integer	Identifier of the Employee Service Account	Yes	Must use existing Id in DCI
2	Amount	Decimal	Amount corresponding to the Entry	Yes	Difference between StartDateTime and EndDateTime
3	EntryReference	string	The third-party reference for the Entry	Optional	Max Length: 250
4	StartDate	DateTime	Start Date and Time for the Punch	Yes	Must be in format MM/DD/YYYY hh:mm
5	EndDate	DateTime	End Date and Time for the Punch	Yes	Must be in format MM/DD/YYYY hh:mm
6	DiagnosticCode	string	Id of the Diagnostic Code	Optional	Min Length: 2 Max Length: 20
7	PayRate	Integer	Rate Id of Pay Rate associated with Employee Service Account	Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates	Must use existing Id in DCI
8	CannedStatementId	Integer	Canned Statement Id associated with Entry	Optional	Must use existing Id in DCI
9	ReasonCodeId	Integer	Reason Code Id associated with Entry	Conditional - Required (The field is mandatory if any Reason Code is linked corresponding to the Funding Source else the field can be left blank)	Must use existing Id in DCI
10	ReasonCodeText	Varchar	Reason Code Text linked corresponding to the Reason Code	Conditional - Required (If RequireFreeTextNote = Yes, it is mandatory for user to add Reason Code Text otherwise can be left blank)	Min Length: 4 Max Length: 250
11	Notes	String	Free Text Note that’s to be linked with the Entry	Optional	Min Length = 1 Max Length = 200
12	ClockInEVVLocationID	Integer	Clock In EVV Location ID associated with entry	Conditional - Required if the EVV Location Required setting on the service code is set to Yes. Optional is set to No.	Only valid for account type Hourly. Must use existing EVV Location Id in DCI. To locate, navigate to the client profile, select the EVV Location tab, and select the EVV Location. The ID is listed in the URL.
13	ClockOutEVVLocationID	Integer	Clock Out EVV Location ID associated with entry	Conditional - Required if the EVV Location Required setting on the service code is set to Yes. Optional is set to No.	Only valid for account type Hourly. Must use existing EVV Location Id in DCI. To locate, navigate to the client profile, select the EVV Location tab, and select the EVV Location. The ID is listed in the URL.

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Version	Old Version 77	New Version Current
Changes made by	Stephanie Smith	Stephanie Smith
Saved on	Apr 09, 2025	Jun 27, 2025

Versions Compared

Key

Creating a Template

Regions

Roles

Case Workers

Vendor Profiles (FI Mode Only)

Vendor Profiles (FI Mode Only)

Client Service Accounts

Rate Change Authorization Entries

Accruals

Entries

Employee Entries

Content Comparison

Versions Compared

Key

Creating a Template

Regions

Roles

Case Workers

Vendor Profiles (FI Mode Only)

Vendor Profiles (FI Mode Only)

Client Service Accounts

Rate Change Authorization Entries

Accruals

Entries

Employee Entries