May 2024 Release Notes
- Kristen Ziegler
- Stephanie Smith
The DCI maintenance release for the Web Portal will occur on the morning of Wednesday, May 8, 2024, and will require the DCI web portal to be unavailable for all users from 1:30AM 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, May 22, 2024. All users will be forced to update their mobile app as early as Thursday, May 23, 2024. Thank you for being a valued DCI customer!
Group Service - Attendance Entries
Users will no longer need to manage both punch and attendance entries for group service! Action taken on the punch entry is automatically mirrored on the attendance entries.
This Group Service Feature will be enabled on Wednesday, May 29, 2024.
Your action is required before we enable the feature on Wednesday, May 29, 2024 to avoid having mismatched Punch Entries and Attendance Entries for Group Services at the time of the release.
*Previously:
Users manage both the punch entry and the attendance entries
*New:
Users manage the punch entry only
The attendance entries assume the action taken on the punch entry
When approving, rejecting, canceling, or editing a group service punch, the system will alert the user that the action will also be taken on the associated group service attendance entries and cannot be undone.
Above is an example of the alert when approving a group service punch entry in the web portal. The alert displays the associated group service attendance entries that will also be approved.
Above is an example of the approval and alert when approving a group service punch entry in the mobile app.
*Action Required:
The punch entry and all corresponding attendance entries for group services need to be in the same or final status at the time of the release
Before the release, review group service attendance entries and punch entries to ensure the corresponding entry status match or are in their final status such that no further action needs to be taken on the attendance entries.
Steps to Complete:
Navigate to the Pending Entries Page
Click Home on the main menu > Click Pending Entries on the submenu > Use the filters (i.e., service code, cost center) to narrow your entries, click Search > The pending entries table will update
Take the same action on the punch entry and all corresponding attendance entries
Navigate to the Group Services Details Page - Entries tab
Click Home on the main menu > Click Group Services on the submenu > Select a Group Service > Click the Entries tab > Scroll to the bottom of the entries and click Load More, repeat until all Entries are loaded > Click Export or in DCI view all punch entries and attendance entries for the group service selected
Review and verify that the punch entry and corresponding attendance entries statuses are the same
If the statuses differ, take action.
In the example below the punch entry ID 38886 status is Pending and the attendance entry ID for 38887 and 38888 status is also Pending. The attendance entry ID 38889 status is Approved.
Action is needed. The punch entry and all corresponding attendance entries for group services need to be in the same status at the time of the release.
*Please note: The punch entry ID is listed in the Ref. column of the attendance entry
The following imports are available to update group service attendance entries.
*Please note: The imports are the only available option to update group service attendance entries after the feature is enabled on Wednesday, May 29, 2024 .
Import > Entries > Group Service Entry Reject
Import > Entries > Group Service Entry Approval
Resources:
Group Service - Business Rule
We are eager to share that business rules have been expanded to include service codes under the account type group services. The first business rule to be available for group services is authorization remaining balance.
Authorization Remaining Balance
This business rule restricts or warns that the punch exceeds the authorization remaining balance
This is a phase 1 business rule that occurs when the employee saves a punch in the web portal or at clock out in the mobile app
The parameter is a mode 1 hard stop. When the system checks for this business rule, if the punch violates the rule, the punch cannot be saved.
Service codes under the account type Group Services are only available in Mode 1 (hard stop)
Enable Business Rules
Role Required: Super User
Permission Required: Funding Source Admin
Log in with personal profile
Select Settings from the main menu
Select Funding Sources from the submenu
Use filters to enter parameters and click Search
Click anywhere in the selected funding source row to view the details page
Scroll down and click the Service Codes tab
Use filters to locate a specific service code
Click anywhere in the service code row to view the details page
Scroll down and click the Business Rules tab to display the business rule table
Select a Business Rule to open the details page
Click Actions
Select Edit Business Rule from the drop-down menu
Click the Enable Checkbox
Click Save
Click Yes to confirm
*Please note: The Authorization Remaining Balance business rule is hard coded to mode 1 (hard stop) and cannot be edited
Resources:
Manual EDI Billing Batch Process - New File Requirements
When creating a manual EDI billing batch the EDI/837 Raw Dump File now requires the following additional column headers to be added for a successful upload:
ClaimTypeCode
ICN
PayerIdentifier
ProviderId
FundingSourceName
PayerClaimControlNumber
These column headers must:
Be in the format and order outlined above
Be added before the first column on the file SenderID
Be present but no value is required in the field
View the example manual EDI billing batch excel file resource listed below for reference. The new column headers are highlighted in yellow on the file.
Resource:
Mobile Web Access
The DCI Mobile Web is a web application designed specifically for mobile devices, that only requires a web browser and an active internet connection. Access the mobile web by visiting the URL for your instance of DCI on your mobile device. Mobile web has limited functionality but allows users to enter historical punches and edit entries on a mobile device.
*Previously
All DCI users have access to the Mobile Web
*New
The Mobile Web is now an instance level setting. If you do not want your organizational users to access the Mobile Web, Submit a DCI Support Ticket to disable Mobile Web.
Resources:
Report Enhancement
Service Accounts Report - Added columns Client ID, Start Date, and End Date
Reports > COA Reports > Service Accounts Report
Resource:
Database Schema
No updates for this release