LTS Case Workers Guide
Description: In this guide, the user will learn how to navigate DCI as a case worker.
*Please note: Case Workers can only log into the web portal and the mobile web full site, not the mobile app or mobile web.
Roles Required: Case Worker
Permissions Required: N/A
Profile Overview
The base case worker profile allows users to review pertinent information in a view-only format. Review information about authorizations and time entries of clients and run reports.
The enhanced case worker profile provides access to create and manage authorizations, vendor payment entries and/or reimbursement entries.
*Please note: Case Workers can only log into the web portal and the mobile web full site, not the mobile app or mobile web.
Profile Activation
After the case worker profile has been created, DCI will send a system-generated email (sender email address is: return@dcisoftware.com. Note: Your instance may be using a customized email address) to the case worker email address on the profile. This email must be validated by the case worker to access the system.
Select the Activate Your Profile button in the email
a. Please note: The Activate Your Profile or Reset Password button link will only be active for a specific amount of time (typically 24 hours) determined by the organization.
b. After clicking the Activate Your Profile button in the email, an alert stating "Invalid Token. Please contact your DCI administrator” will appear if the link is inactive. Select the Resend the email button and try again.
The Authenticate Password page will open. Enter the temporary password provided by the organization and click Authenticate.
The Update Password page will open. Enter a new password then confirm it and click Update Password. Password criteria are determined by the organization, but typically must be:
a. At least ten characters
b. Contain one uppercase and one lowercase letter, number, and special character.
c. Do not contain more than two repeated characters in a row
d. Different from the three previous passwords
Select Yes to confirm the password update
The DCI profile login page will open. Enter username and password and click Sign In.
The update security details page will open