View & Manage Budgets via Authorizations Widget

Description: In this topic, the employer will learn how to use the authorizations widget located on the dashboard. The authorizations widget allows the employer to search by client (required) to view approved authorizations in the past, present, or future. Optionally, use both the client and date filter to search for approved authorizations. The date filter allows the user to search by service date in the past, present, or future and will return approved authorizations.

The Authorizations Widget can display in units or time. The default view is in units. Use the 'Display as Time' or 'Display as Units' button to view the authorizations by the measure of time or units. Authorizations measured in miles and dollars are excluded from time conversion. Conversion to time is based on funding type, billing unit, and billing multiplier. If minutes are a decimal, the system will always round down to the whole minute.

As employees clock in and clock out, their time will be deducted from the authorization and placed into a pre-authorization hold. Time is deducted in either units or dollars based on how the authorization is set up. Units or dollars in a pre-authorization hold remain in that status until billing and payroll has been processed. After payroll and billing completion, the units and dollars that were previously in a pre-authorization hold status will be deducted from the remaining balance and an updated remaining balance will be displayed.

Role Required: Employer

1. Log in to DCI by navigating to
   1. All states except NC Cap: acumen.dcisoftware.com and use the login credentials provided to you by Acumen
   2. NC Cap Only: outreach.dcisoftware.com and use the login credentials provided to you by Acumen
2. Click Home on the main menu
3. Click Dashboard on the submenu
4. View the Authorizations widget
5. Enter the Client Name in the filter (required)
6. Select the client name from the list
7. Enter the Date of Service in the filter (optional) - Past, present, or future service date.
8. Click Search
9. Click the Display as Time button to view the authorizations in hours and minutes, days, or months; or click the Display as Units button to view the authorizations in units.
   1. The Authorizations Widget default display is in units
   2. Miles and dollars are excluded from time conversion
   3. Conversion to time is based on funding type, billing unit, and billing multiplier. If minutes are a decimal, the system will always round down to the whole minute.
10. The authorizations widget displays the following details from the authorization based on the default setting or display selected (Display as Time or Display as Units button).*Please note: Miles and dollars are excluded from time conversion. If minutes are a decimal, the system will always round down to the whole minute.
    1. Service Code - Service(s) the client is eligible to receive
    2. Start Date - Day authorization begins
    3. End Date - Day authorization ends
    4. Initial Balance - Total amount of authorized units, dollars, miles, or time
    5. Remaining Balance - Amount remaining (units, dollars, miles, or time) after pre-authorization holds have been processed for billing and payment
    6. Pre-Authorization Holds - Amount (units, dollars, miles, or time) deducted from the authorization that has not yet been processed for billing and payment
    7. Current Available Balance - The total of the remaining balance in units, dollars, miles, or time minus any pre-authorization holds
    8. Monthly Max - Max units, dollars, miles, or time available for the authorization per service per client per month
    9. Weekly Max - Max units, dollars, miles, or time available for the authorization per service per client per week
    10. Daily Max - Max units, dollars, miles, or time available for the authorization per service per client per day
11. Click Reset to clear the filters and the authorizations widget
12. Repeat for each client as needed