February 2025 Release Notes

The DCI maintenance release for the web portal will occur on the morning of Wednesday, February 12, 2025, and will require the DCI web portal to be unavailable for all users from 1:30 AM to 3:30 AM EST.

The DCI maintenance release requires a mobile app update. The new mobile app version will be available as early as Wednesday, February 12, 2025. All users will be forced to update their mobile app as early as Thursday, February 13, 2025. Thank you for being a valued DCI customer!

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:

• Import Formats - Admin Guide

• Client Profile - Create, View, Edit or Deactivate

• Billing - New Manual EDI Billing Batch 837

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

1. Click Home on the main menu

2. Click Vendors on the submenu

3. Use the filters and click Search to update the Vendor table

4. Click anywhere on the Vendor row to open the Vendor Profile Details page

5. Click the Actions button

6. Click Edit Vendor

7. Click the Authentication Information tab

8. Check the Enable Vendor Login box

9. Username - System-generated based on Vendor name entered

10. Authentication Status - Defaults to active if Enable Vendor Login is checked

11. Enter password and confirm password

12. Click Save

13. 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:

• Import Formats - Admin Guide

• Vendor Profile - Create, View, Edit, or Deactivate - FI Mode Only

• Vendors Guide - FI Mode Only

• Vendors - Admin Guide - FI Mode Only

Database Schema

Open

Related articles