Dicyd Staff Portal
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Dicyd Portal
Clinic View
Practice: --
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Active location:
none
Cases
Tasks
+ New Case
Settings
Practice
Admin
Cases
All
Waiting
Ready
Blocked
Confirmed
Closed
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Load a location to see cases.
Case Detail
No case selected
Select a case to see evidence and decisions.
Task Queue
All
Payer review
Referral review
Auth review
Confirm
Callback
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No tasks yet.
New Case
Create a case and submit evidence in one step.
Patient Info
First name
Last name
DOB
Phone
Insurance
Payer family
Plan type
Payer name (legacy)
Insurance route
Not set
Insurance
Self pay
Visit
Visit reason
Referral on file
Unknown
True
False
Pending
Message (optional - tests escalation)
Create case
Clear
Result
Case: -
Status:
-
Decision:
-
View case
Location Settings
Save new version
Reset
Save intake settings
Reset intake settings
Decision Rules
Intake Settings
Overview
Active Rule Set
Version: -
Created: -
Post-ready Behavior
Mode
confirm_then_handoff
handoff_immediate
staff_finalize
Confirm channel
sms
web_chat
Confirm message
Required Intake Fields
Add field
Timeouts (hours)
Intake incomplete
Referral required
Pending confirm
Escalation Triggers
Add trigger
Visit Reasons (Auth)
Add visit reason
Payers
Unknown payer default
accepted
review
not_accepted
Normalize payer names
true
false
Add payer family
Intake Page
Enable public intake
Location slug (direct link)
Location link: /intake/
Display name
Logo URL
Primary color
Secondary color
Welcome message
Review required message
Contact phone
Contact email
Scheduler Handoff
Scheduler URL
Include Dicyd reference
Case ID parameter
Scheduler field mapping
first_name
last_name
phone
email
dob
visit_reason_code
Scheduler preview: -
Practice Settings
Save practice settings
Practice name
Display name
Practice slug
Practice link: /intake/
Logo URL
Primary color
Secondary color
Landing message
Billing email
Billing phone
Defaults for new locations
Default rule set (JSON)
Used to seed rule set v1.0 for new locations.
Default intake settings (JSON)
Used to prefill intake + branding fields for new locations.
Use active location settings
SMS / Twilio
SMS mode
dicyd_shared
dicyd_dedicated
byo_twilio
Phone number
Twilio account SID
Twilio auth token
Test phone
Test message (optional)
Send test SMS
dicyd_shared uses the Dicyd shared number. dicyd_dedicated uses a Dicyd-owned number per practice. byo_twilio requires your own Twilio credentials.
Practice ID:
-
Subscription:
-
Trial ends:
-
Created:
-
Updated:
-
Book appointment
Locations
Refresh
Add location
Create location
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Users
Refresh
Add user
staff
manager
admin
owner
Available locations
Add
Assigned locations
Create user
Managers and staff require at least one location.
No users loaded.
API Keys
Refresh
Create API key
all_locations
scoped
Create key
Scoped keys must include one or more locations.
No API keys loaded.