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Description: In In this topic you users will learn how to make an EVV Punch with Portal Signoff enter a punch with portal signoff client attestation (*EVV) in the mobile app for web portal signoff verification. If you are using the DCI mobile App to record EVV punches and you are using Portal Signoff as a verification method, follow the steps in this guide below.the client is not present, willing, or able to complete any of the real-time signoff options, then portal signoff may be an option. The signoff process is not complete until the client, guardian, or employer logs in and approves the punch in the web portal.
*Please note: EVV is determined by each state in conjunction with federal law.
The instructions below are for collecting portal signoff attestation at clock out only, however, portal signoff attestation may be prompted at intervals determined by the organization. Options include:
Clock in only
Clock out only
Clock in and clock out
Clock in, clock out, and defined intervals (i.e., hourly)
Role Required: Role Required: Employee (base user)
Permission Required: N/A
Clock In on the Mobile App
Open the
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DCI EVV app
Log in to personal profile
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Click Clock In
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If
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the
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Continue to
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Clock Out button
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is displayed instead of Clock In, this means the user did not clock out of
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their last shift and
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needs to complete
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the clock out process before
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clocking in again.
Complete the Clock In screen
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Client - If
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only one client the field will auto populate. If more than one client, click the field to select the appropriate client then click OK to confirm.
Service Code -
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If only one service code the field will auto populate. If more than one service code, click the field to select the appropriate service code then click OK to confirm.
Cost Center -
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Cost Center will
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Click the Continue button.
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Click Confirm Clock In to complete the clock in process.
auto populate
Click Continue
The clock in
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screen will display a summary of
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the clock in, including the authorization remaining balance if enabled.
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To edit, click the
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Back Arrow
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to return.
Select EVV Location if applicable and click OK
Click Confirm Clock In
The clock in is now confirmed. Users may
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log out or close the
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mobile app as it will not
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be needed again until the end of the shift.
Clock Out on the Mobile App
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Open the DCI EVV app
Log in to personal profile
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Click Continue to Clockout
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Click Confirm.
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Click Portal Sign Off
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Click Confirm
NOTE: If the consumer is not present, willing or able to complete one of the real-time sign off options, then Portal Sign Off may be an option for you. The signoff process is not complete until the client or authorized client representative logs in and signs off on the entry in the DCI web portal.
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Add optional notes or attachments.
Once EVV verification has been completed, you are able to add notes and attachments from your visit.
The note functionality works using the keyboard of your mobile device. You can enter notes in DCI the same way that you would type a text message or email on your mobile device. This means that if you have talk-to-text option on your mobile device, you can use the microphone feature to enter your notes by talking.
Entering notes is Optional, follow your organization’s requirements regarding note taking.
Add Attachment is an Optional field that allows you to take a picture and add it to the note. This is optional as well.
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Click Confirm Clock Out.
Click Confirm through the alert
Select Portal Signoff
Click Confirm
Add Notes and/or Attachments (optional based on organization requirements)
Add notes functionality works using device keyboard. If talk-to-text is enabled as an option on the mobile device, microphone feature may be used to enter notes by speaking.
Add attachment allows a picture to be taken and added to the note
Click Confirm Clock Out
Shift details will be displayed. Click
Home to return to the
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Portal Signoff
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Click Portal Sign Off
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Click Confirm
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dashboard.
*Please note the image below may depict attestation options that may not be available to the organization.
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