Managing Entries - Guide

Description:  In this topic, the user will learn how to manage entries.

Roles Required: Super User, Supervisor, Employer

Permissions Required: N/A

Open

Contents:

To quickly view a list of all Clients associated with an Employer:

1. Log in to DCI with personal profile

2. Click Home on the main menu

3. Click Employees on the submenu

4. Optionally, use the filters to search by any of the following:

   1. Employee Name

   2. Employee Number

   3. Employee Type – Select from drop-down

   4. State – Select from drop-down

   5. Status – Select from drop-down

5. Click Search 

6. Select the row in the results table by clicking anywhere in the employee row to open the employee details page

7. Scroll down the Employee Details page and click the Clients tab

   1. The Clients tab displays all Clients associated with the Employer including:

      1. Name (including hyperlink to quickly view the Client details page)

      2. Client ID

      3. Medicaid ID

      4. State

      5. Status

To quickly view a list of all Employees associated with an Employer: