Gender Field on Client Demographics
A new, required Gender field is now present when creating, editing, or importing a client. This field defaults to Unknown, but the drop-down menu also includes Male, Female, and Other. Gender data displays on the Client Demographics widget.
For customers utilizing the Care Management module, gender data displays on the Client Details widget and when editing the Client Summary.
Resources:
Vendor Login Initial Release
Vendor Login is now available! This release includes initial functionality. Look for advanced functionality in subsequent releases. Submit a DCI Support Ticket to enable this feature in your organization’s instance.
Edit Vendor Profile & Enable Vendor Login
Click Home on the main menu
Click Vendors on the submenu
Use the filters and click Search to update the Vendor table
Click anywhere on the Vendor row to open the Vendor Profile Details page
Click the Actions button
Click Edit Vendor
Click the Authentication Information tab
Check the Enable Vendor Login box
Username - System-generated based on Vendor name entered
Authentication Status - Defaults to active if Enable Vendor Login is checked
Enter password and confirm password
Click Save
User receives an email to confirm their profile
After successful login, vendors see two submenu tabs, Entries and Accounts. Below is the actions and/or information displayed for each submenu:
Entries
Create vendor payment entries
Active service accounts for the clients and service codes required to create entries
Edit pending entries they created
Click the edit icon in the Action column to edit right from the entry row!
Accounts
View linked service accounts
Resources:
Database Schema
