Funding Source - Create, View, Edit, or Deactivate

Description: In this topic, the user will learn how to create, view, edit, or deactivate the funding source.

*Please note: Cost Center must be created before Funding Source.

Role Required: Super User

Permission Required: Funding Source Admin

Create Funding Source

1. Log in to DCI with personal profile

2. Click Settings on the main menu

3. Click Funding Sources on the submenu

4. Click Actions

5. Select Add New Funding Source from the drop-down menu

6. Complete the form wizard

7.  

   1. Name (required)

   2. Type (required)

   3. Address (required)

   4. Time Zone (optional): Select from drop-down

   5. Cost Center (required): Administrative or overhead cost center

   6. Phone (required)

   7. *Alternate Phone (optional)

   8. Authorization Automation Integration (optional): Auto updates authorization from the state

   9.  

      1. Supports Automated Authorization Download: Currently only available in Oregon and Arizona for government funding sources.

      2. See Screen Scaping Guide for more details

   10. EDI (optional – required if using EDI):

   11.  

       1. Enable EDI: Yes or no options, defaults to no.

       2. Enable EDI Transmission: Field becomes available if selected yes in enable EDI. Yes or no options default to no.

       3. EDI Sender ID: Unique id provided by DCI

       4. EDI Receiver ID: Unique id provided by DCI

   12. EVV (optional – client attestation): Click the blue plus (+) icon to enable EVV options. These options all have a yes or no option. Selecting yes will turn this option on and the employee will be able to select this EVV method when prompted:

   13.  

       1. Allow Signature EVV Verification

       2. Allow Password EVV Verification

       3. Allow Pin EVV Verification

       4. Allow Picture EVV Verification

       5.  

          1. If Yes, the following field appears:

          2.  

             1. Perform Picture Facial Recognition

             2.  

                1. If yes, the following field appears:

                2.  

                   1. Picture Facial Recognition Threshold: Enter the minimum accuracy threshold

       6. Allow Voice Recording EVV Verification

       7. Allow FOB EVV Verification

       8. Allow Mobile App Client Signoff Verification

   14. Approve Unverified EVV (optional): Yes or no options. If yes is selected, auto approval will have the ability to approve the following:

   15.  

       1. Picture

       2. Signature

       3. Voice Recording

   16. Allow Offline Mobile App (instance level setting): If enabled for the instance, there are yes or no options. The default is no. If yes is selected, offline mode will be enabled for this funding source.

   17. Email (required)

   18. Sleep Shift Start and End (optional): Enter if the funding source authorizes a defined sleep shift.

   19. **Provider Id (optional)

   20. **Profile Reference (optional)

   21. Status: Defaults to active. Select inactive when this is no longer a valid funding source.

   22. Exclude from Auto Approval: Yes or no options, default is no. Select yes to exclude entries from this funding source from being processed for auto-approval.

   23. Schedule Compare Logic (required): Select default or duration

   24. Require Reason Codes for Late Entries: Yes or no options, default is no. Select this to require a reason code for historical entries.

   25. Require Reason Codes for Manual Entries: Yes or no options, default is no. Select this to require a reason code for manual entries.

8. Click Save and Yes to confirm

View, Edit, or Deactivate Funding Source

1. Log in to DCI with personal profile

2. Click Settings on the main menu

3. Click Funding Sources on the submenu

4. Enter the funding source name in the filter and click Search

5. Click anywhere in the funding source row to open the Funding Source Details page

6. Click Actions

7. Select Edit Funding Source from the drop-down menu

8. View and make edits in the Funding Source form wizard

9.  

   1. To deactivate the funding source, change the status to Inactive.

10. Click Save and Yes to confirm

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