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Billing Quick Reference
Key Characteristics Examples Hourly Services 1 Used for any type of individualized service where an employee is working with one client at a time in any capacity. Funding source pays based on service provided (hourly, daily, milestone, etc.). · Not site-based · Employee works with 1 clientAuthentication Guide.pdf
. Employee PINs can be used to log in to the mobile app and to clock in and out of the phone EVV system. Client PINs can be used to log into the mobile appRoles Overview
Only All abilities of Base User role View accounts and account details View employees and employee details View clients and client details View punches … employee/client profile details Add employee/client service account Add/edit/approve/reject employee punch and client absentee/attendance punches AddGroup Service - Supervisor Guide
, default is no. Select yes to enable geofencing for this program. Requires Multiple Clients Per Punch (required): Yes or no options, default is no. Select yes to require employees to select more than one client upon punch creation. Minimum # of Attendees (required if selected yes on Requires Multiple Client Per PunchCare Management - Admin Guide
Plan (ISP) of a client. An Individual Support Plan (ISP) is defined as documentation of the activities, resources, and supports that an individual, Personal Agent … Management tab will be visible on the main menu in DCI. Roles Required: Super User, Supervisor Permissions Required: Plan of Care Admin, Client AdminCase Workers Guide
of clients and run reports. Profile Activation After the case worker profile has been created, DCI will send a system-generated email (sender email address … organizations may use the care management module which includes client overview and summary, care notes, and plan of care information. See the Care ManagementStatus - Quick Reference
● Pending ● Active ● Extended Leave Client Status Description: Identifies the status of the client. All system tasks can be done for the client regardless of client status. However, no new entries can be entered past the specified discharge date or when a client is in suspended status. Edit: Client DetailsEnter a Punch - Mobile App
process before clocking in again. The Clock In button will not display if the user has an open shift Complete the Clock In page Client - If there is only one client the field will auto-populate. If the user provides service to more than one client, click on the field and then select the client from the listTime Entry - Account Type Hourly
with one client. The hourly account type may be entered using the following methods: Mobile app Phone EVV FOB Web portal Allowing web portal punch … Complete the Clock In page Client - If there is only one client the field will auto-populate. If the user provides service to more than one client, clickScheduling Module - Day Program Supervisor
Schedules tab View clients' schedules via the Clients Schedules tab View all employees and clients with an active service account for the program Prevent scheduling of overtime and over authorization Prevent double scheduling of employees and clients Manage shift swapping Manage client requests for services Manage