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  1. Log in to the DCI EVV app

  2. Click the blue Clock In button on the dashboard

    1. If the Continue to Clock Out button is displayed, this means the user did not clock out of their last shift and must complete the clock out process before clocking in again.

    2. The Clock In button will not display if the user has an open shift

  3. Complete the Clock In page

    1. 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 list.

    2. Service Code - If there is only one service code the field will auto-populate. If there is more than one service code, click on the field and then select the service code from the list.

    3. Cost Center - The cost center will auto-populate

  4. Click Continue

  5. Click Confirm Clock In to complete the clock in process

  6. A summary of the clock in, including the authorization remaining balance (if enabled) will display

  7. A summary box appears with the client and service code. If the information is incorrect, click <Back to edit. Optionally, based on organizational settings, the Auth Remaining Balance, which is the total authorization remaining balance in units or dollars, may be displayed. *Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.

  8. Based on organizational settings, a second summary box may appear which displays Available Authorized Time. These balances display in hours and minutes. This summary box may display one or more of the following fields:

      1. Total Available Time

      2. Available This Month

      3. Available This Week

      4. Available Today

  9. Click Confirm Clock In to complete the clock in process

  10. If the information is incorrect, click the Left Arrow to edit 
  11. The user is now clocked in and can log out or close the mobile app until the end of the shift

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  1. Log in to the DCI EVV app

  2. Click the blue Continue to Clockout button

  3. Click Confirm

  4. Choose the client attestation method as determined by the organization. If not collecting client attestation, skip to step number five.

  5. Option 1: Click Client PIN or Password
    1. Hand the device to the client or authorized representative who enters their PIN or Password and then hands the device back to the user

      1. *Please note: If the client or authorized representative enters their PIN or Password incorrectly too many times (as determined by the organization), the PIN or Password option becomes unavailable for this clock out and another verification method must be selected. The PIN or password option will be available again for the next shift.

    2. Click Submit

    3. Click Confirm to validate PIN or password

  6. Option 2: Click E-Signature

    1. Hand the device to the client or authorized representative to draw their signature on the screen

      1. If the client approves their signature click Save

      2. If the client would like to try again click Clear. This process can be repeated if necessary.

    2. Click Confirm to validate the signature

    3. Click Confirm Clock Out

  7. Option 3: Click Picture

    1. Device camera will open

    2. Click the Camera icon to take the picture

      1. Click Check icon to accept picture

      2. Click Refresh icon to retake picture

      3. Click X icon to delete picture

    3. Click Confirm to validate picture

  8. Option 4: Click Voice

    1. Optionally, if device requires, allow app to record audio by selecting While using the app

    2. Voice verification window will open

    3. Click the Red Play button at the bottom of the page to start voice recording

      1. A computer voice will recite a phrase for the client to repeat

      2. Hand the device to the client to record the verification message in their voice

    4. Click the Red Stop button at the bottom of the page again to stop voice recording

    5. Click Save

    6. Click Confirm to validate voice recording

  9. Option 5: Click Portal Signoff
    1. If the client is not present, willing or able to complete one of the real-time signoff options, then portal signoff may be an option. The signoff process is not complete until the client or client employer representative logs in and approves the punch in the web portal.

    2. Click Confirm

    1. Option 1: Click Client PIN or Password

    2. Option 2: Click E-Signature

    3. Option 3: Click Picture

    4. Option 4: Click Voice

    5. Option 5: Click Portal Signoff

  10. Add Notes and/or Attachments (optional based on organization requirements)

    1. 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.

    2. Add attachment allows a picture to be taken and added to the note

  11. Click Confirm Clock Out

  12. Shift details will be displayed. Click Home to return to the dashboard.

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