When Ivo has been configured for DEX data collection, the two main changes are -

Additional "DSS" tab on the "Manage Clients" screen

The fields coloured red are mandatory and must be completed in order for that client to be included in DEX submissions.

DEX Service Type field when adding file notes

The DEX requires a "Service Type" to be specified for each file note.  The list of service types is specific to the DSS program.  The service types shown here are for the NDIS Appeals and NDAP programs.