Import Formats - Admin Guide
Description: In this guide, the user will learn the import formats.
Roles Required: Super User
Permissions Required: Import Admin
Import Formats - Admin Guide.pdf
Table of Contents
- 1 Creating a Template
- 2 Best Practices
- 3 Reasons for Import Failure
- 4 Settings
- 4.1 Cost Centers
- 4.2 Funding Source
- 4.3 Regions
- 4.4 Service Codes
- 4.5 Roles
- 4.6 Permissions
- 4.7 Holiday Schedule
- 4.8 Holidays
- 5 Profiles
- 5.1 Employee Profiles
- 5.2 Client Profiles
- 5.3 Guardian Profiles
- 5.4 Link Client to Guardian
- 5.5 Day Program Profiles
- 5.6 Residential Program Profiles
- 5.7 Case Workers
- 5.8 Vendor Profiles (FI Mode Only)
- 5.9 Group Service Profiles
- 5.10 Update Employee Profile
- 5.11 Update Employee Profile Element
- 5.12 Update Client Profile Element
- 6 Accounts
- 6.1 Client Funding Accounts
- 6.2 Client Service Accounts
- 6.3 Employee Service Accounts
- 6.4 Employee Service Account - Burden Multiplier (FI Mode Only)
- 6.5 Employee Service Accounts - Pay Rate
- 6.6 Employee Service Account - Day of Week Restrictions (Instance Level Setting)
- 6.7 Employee Service Account - Holiday Restrictions (Instance Level Setting)
- 6.8 Vendor Service Accounts (FI Mode Only)
- 6.9 Update Accounts - Status
- 6.10 Update Employee Service Accounts - Relationship Type
- 7 Authorizations
- 7.1 Authorization Entries
- 7.2 Rate Change Authorization Entries
- 7.3 Authorization Balance Adjustments
- 7.4 Update Authorization - Initial Balance
- 7.5 Reject Approved Authorizations
- 7.6 Update Authorization - Dates
- 7.7 Update Authorization - Miscellaneous Data
- 7.8 Update Authorization - Max Data
- 7.9 Update Rate Change Start and End Dates
- 7.10 Accruals
- 8 Entries
- 8.1 Employee Entries
- 8.2 Void Employee Entries
- 8.3 Client Fee Entries (FI Mode Only)
- 8.4 Group Service Employee Entries
- 8.5 Group Service Client Entries
- 8.6 Reject Group Service Entries
- 8.7 Approve Group Service Entries
- 8.8 Day Program Entries
- 8.9 Residential Program Entries (Employee Punch Entries)
- 8.10 Mileage Entries
- 8.11 Absence Entries (Client Absences for Residential)
- 8.12 Accrued Time Adjustment Entries (FI Mode Only)
- 8.13 Cancel Entries
- 8.14 Canned Statements
- 8.15 Vendor Payment Entries (FI Mode Only)
- 8.16 EVV Fob Entries
- 8.17 Reimbursement Entries (FI Mode Only)
- 9 Training
- 10 EVV
- 10.1 EVV Fob
- 10.2 EVV Location
- 11 Notes
- 11.1 Notes
- 12 Custom Fields
- 12.1 Custom Field
- 13 Diagnosis Codes
- 13.1 Client Diagnosis
- 13.2 ICD-10
- 14 Eligibility Suspensions
- 15 Related articles