Guides
Title | Description |
Guide specifically for staff with an Auditor role in OR PTC DCI. | |
Guide for staff about Funding Accounts, Service Accounts, and Authorization Management. | |
Guide for staff about using fobs, including instructions for linking and unlinking fobs. | |
Guide for staff on how to use the OR PTC DCI Web Portal. | |
Guide for staff about how payroll batches are pulled and time entry after a payroll batch is emailed to the local office. | |
Guide for staff on updating User Profiles in OR PTC DCI. | |
Guide for staff on finding and downloading reports. | |
Guide for staff on determining available balance for a provider, correcting an entry mistake, entry edits, under and over payments, and historical entries. | |
Guide for staff containing troubleshooting steps for a wide variety of issues staff may come across related to looking at entries in OR PTC DCI or issues the provider reported. | |
Guide for staff with all the resources and guidance staff need related to unlinking and relinking procedures. | |
Guide for all OR PTC DCI users to update their password, PIN, security questions, email, phone number and username in OR PTC DCI. |
Staff Training
Title | Description |
Provider and Consumer Materials
| Title | Description |
Consumer/Consumer Employer Representative Learning Materials Guide | Catalog containing all of the Consumer/Consumer Employer Representative learning materials and resources. |
OR PTC DCI English Provider Orientation OR PTC DCI Russian Provider Orientation | This is a video recording of the Provider Orientation Session where each method of time entry is explained in depth with step-by-step instructions on how to use each Method. |
| Provider and Consumer Resource Guide | List of resources available to support Providers and Consumers. |
| Provider Learning Materials Catalog | Catalog containing all the Provider learning materials and resources. |
Quick Reference Guides (QRGs)
Title | Description |
Demonstrates how to add notes to a Provider’s Profile in OR PTC DCI. | |
Demonstrates how to use the authorizations widget to view authorizations and hours assigned in OR PTC DCI for a consumer and their providers. | |
List of Business Rules in OR PTC DCI with descriptions. | |
Guides staff in the management of cases with multiple providers and varying hours as they relate to Mainframe and OR PTC DCI. | |
Demonstrates the steps required when a provider requests payment more than 365 days after providing services. | |
List of the different time entry statuses that a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status. | |
List of PTC Errors in Mainframe with descriptions. | |
Demonstrates where to find a Provider’s UniID in DHR. | |
Demonstrates on how to import Excel Sheets into Google Drive. | |
Demonstrates how to create a real-time entry via the OR PTC DCI Landline option, including the number to call. | |
Demonstrates how to use the offline feature in the mobile app. | |
Demonstrates what actions to take when an over or underpayment request is needed. | |
Demonstrates how to use the Staff Profile Maintenance form to make changes to the OR PTC DCI profiles of staff members. | |
Demonstrates how to troubleshoot an OR PTC DCI provider login problem such as new profile creation, forgotten password, or locked profile. | |
Demonstrates how to create and download the Punch Entry Details report to find information on entries, hours worked, and miles claimed by a provider. | |
List of available support resources for Staff. | |
Demonstrates how to submit a request to the PTC Support team. | |
Chart showing the conversion of minutes to decimal hours. |
Online Learning
CBT Title | Description |
Demonstrates how to change a user’s personal settings. | |
Demonstrates how to change a password when it has been forgotten. |
Business Processes
Business Process | Description |
1.1 Provider Switches During Pay Period - Permanently
| There is a need for a permanent switch in provider(s) during a pay period. |
1.2 Provider Switches During Pay Period - Temporarily
| There is a need for a one-time switch in provider(s) during a pay period. |
Steps to updating an authorization in OR PTC DCI. | |
The process for handling cases that have multiple Providers who have varying hours every pay period. | |
A provider is terminated, an authorization ends, or their credentials expire. | |
| 1.6 Relinking a Provider and Consumer | Provider begins working for a Consumer they previously had stopped working for. |
A new provider needs a profile | |
| 2.2 Update Provider Information | Provider information must be updated. |
A new consumer needs a profile in OR PTC DCI. | |
Consumer information must be updated in OR PTC DCI. | |
A long-term care consumer moves to a new branch or program. | |
| 3.4. Return or Request a Fob in the Local Office | A fob is returned to the local office. |
A consumer passed away. | |
CER needs to be added. | |
CER information must be updated. | |
Staff member needs an OR PTC DCI profile to be created, modified, or closed. | |
OR PTC DCI profile must be unlocked. | |
| A mistake has occurred or a consumer/CER disputes an entry. |
| 6.2 Entries Claimed After 365 Days | Provider has time to turn in past 365 days. |
How to process under and over payments. |
New User Forms
Form | Description |
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User. | |
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider. | |
Form to request the addition or deactivation of a Consumer Employer Representative. |
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