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Phone EVV must be used with a landline. Phone EVV can be used for both real-time (at the time of service) or historical (after the service was completed) entries. This guide will provide steps for both real-time and historical entries.

Canned Statements are tasks that you would provide during your service. Canned Statements vary from program to program but may include tasks such as ADL/IADL, Dressing, Bathing, Eating, Shopping, etc. Your program requires that you select at least one task at clock out for both real time and historical Phone EVV entries.


Real-Time Phone EVV Clock In

The following is an example of how to clock in using DCI Phone EVV for real-time punches. Please note that the questions or voice prompts at your organization may be unique to your organizationdifferent.

  1. Arrive at your client's house to start your shift. Prior to starting your shift, pick up the client's Landline Phone and Dial the phone number provided by your organization.

    1. You must use the client's Landline Phone in order for the punch to be EVV compliant.

  2. An automated voice will greet you and ask you to enter the last Four Digits of your Social Security Number on the landline keypad.

    1. NOTE: Some organizations offer multiple languages. If your organization supports this feature, the system may ask you to select your preferred language prior to entering the last four of your social security number.

  3. When prompted, enter your Four-Digit PIN, which will be provided by your organization.

  4. When prompted, enter your date of birth, month and day, i.e., (January 01 - enter 01 01)When prompted Press 1 for Hourly Services

  5. The system will read the name(s) of client associated with the landline phone number you are calling from. Press the number on the keypad associated with the client, for example, Press 1 for John Smith.

    1. If there is one consumer associated with the landline number, the system will read only one name.

    2. If there is more than one client associated with the landline number, the system will read all names associated with the landline number, for example, Press 1 for John Smith Press 2 for Mary Smith.

  6. Press 1 for Real Time.

    1. Here the options will be to press 1 for Hourly Service or 2 for Historical Entries, we will cover Historical Punches later in this guide.

  7. Press 1 to confirm the service code, for example, Press 1 for Respite.

    1. If you have more than one service code, the system will read all service codes available, for example, Press 1 for Respite Press 2 for Attendant Care

  8. The system will read how many hours are left on the current authorization. If you wish to continue, Press 1. Otherwise, Press 2 to end the call.

    1. This is a configurable setting that is not used by all organizations.

    2. Move on to next step if no balance announced

  9. Press 1 to save the entry.

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  1. At the end of your shift, pick up the client's Landline Phone and Dial the phone number provided by your organization.

    1. You must use the client's Landline Phone in order for the punch to be EVV compliant.

  2. An automated voice will greet you and ask you to enter the last Four Digits of your Social Security Number on the landline keypad.

    1. NOTE: Some organizations offer multiple languages. If your organization supports this feature, the system may ask you to select your preferred language prior to entering the last four of your social security number.

  3. When prompted, enter your Four-Digit PIN, which will be provided by your organization.

  4. The system will say that you have an opened punch, when prompted Press 1 to confirm that you want to close the punch.

  5. The system will read each Canned Statement, select 1 if you did the task and 2 if you did not do the task.

    1. For example, the system will read, "Laundry, press 1 for yes and 2 for no."

    2. You must select at least one task or the call will disconnect and you will have to start the process again.

  6. The punch will be closed, Press 2 to disconnect.

    1. You do have the option to start a new shift right away if you Press 1.

      1. For example, you just completed your Real-Time punch, but also have to complete a Historical punch. This option would allow you to stay on the line and complete both.

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  1. Your client or authorized representative must be present for historical punches. When they are present, pick up the client's Landline Phone and Dial the phone number provided by your organization.

    1. You must use the client's Landline Phone in order for the punch to be EVV compliant.

  2. An automated voice will greet you and ask you to enter the last Four Digits of your Social Security Number on the landline keypad.

    1. NOTE: Some organizations offer multiple languages. If your organization supports this feature, the system may ask you to select your preferred language prior to entering the last four of your social security number.

  3. When prompted, enter your Four-Digit PIN, which will be provided by your organization.

  4. When prompted Press 1 for Hourly Services

  5. The system will read the name(s) of client associated with the landline phone number you are calling from. Press the number on the keypad associated with the client, for example, Press 1 for John Smith.

    1. If there is one consumer associated with the landline number, the system will read only one name.

    2. If there is more than one client associated with the landline number, the system will read all names associated with the landline number, for example, Press 1 for John Smith Press 2 for Mary Smith.

  6. Press 2 for Historical.

    1. Here the options will be to press 1 for Hourly Service or 2 for Historical Entries as referenced above.

  7. Press 1 to confirm the service code, for example, Press 1 for Respite.

    1. If you have more than one service code, the system will read all service codes available, for example, Press 1 for Respite Press 2 for Attendant Care

  8. Enter Date of Service in MMDDYYYY format

    1. Example: August 1, 2021 is 08012021

  9. Enter Clock-In Time in HHMM format (Example: 8:30 is 0830)

    1. Press 1 for AM or 2 for PM 

  10. Enter Clock-Out Time in HHMM format (Example: 4:45 is 0445) 

    1. Press 1 for AM or 2 for PM 

  11. The system will read each Canned Statement, select 1 if you did the task and 2 if you did not do the task.

    1. For example, the system will read, "Laundry, press 1 for yes and 2 for no."

    2. You must select at least one task or the call will disconnect and you will have to start the process again.

  12. The system will read back Punch Details, Press 1 to Confirm

  13. At this point, the Landline Phone must be handed to the client or authorized client representative to verify the historical entry

  14. The client or authorized client representative will Press 1 when ready

  15. The client or authorized client representative listens to punch details and will Press 1 to Accept or 2 to Reject

  16. The client or authorized client representative enters their PIN to validate 

    1. The client or authorized client representative must have their Four-Digit PIN, which will be provided to them by your organization.

      1. NOTE: This is not the employee PIN, the client has a unique PIN

  17. The call will end automatically.

Your historical punch is now recorded. Please allow 5 to 8 minutes to complete this process.

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