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Log in to the DCI EVV app
Click the blue Clock In button on the dashboard
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.
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 list.
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.
Cost Center - The cost center will auto-populate
Click Continue
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.
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:
Total Available Time
Available This Month
Available This Week
Available Today
Click Confirm Clock In to complete the clock in process
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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Log in to the DCI EVV app
Click the blue Continue to Clockout button
Click Confirm
Choose the client attestation method as determined by the organization. If not collecting client attestation, skip to step number five.
There are five different attestation options: Client PIN or Password, E-Signature, Picture, Voice, and Portal Signoff. Options are dependent on the organization. The following is a brief overview of each method. Please visit the Help Center for more details on each method if needed.
Client PIN or Password
Click Client PIN or Password
Hand the device to the client or authorized representative who enters their PIN or Password and then hands the device back to the user
*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.
Click Submit
Click Confirm to validate PIN or password
E-Signature
Click E-Signature
Hand the device to the client or authorized representative to draw their signature on the screen
If the client approves their signature click Save
If the client would like to try again click Clear. This process can be repeated if necessary.
Click Confirm to validate
signature
Click Confirm Clock Out
Picture
Click Picture
Device camera will open
Click the Camera icon to take the picture
Click Check
icon to accept picture
Click Refresh icon to retake picture
Click X icon to delete picture
Click Confirm to validate picture
Voice
Click Voice
Optionally, if device requires, allow app to record audio by selecting While using the app
Voice verification window will open
Click the Red Play
button at the bottom of the page to start voice recording
A computer voice will recite a phrase for the client to repeat
Hand the device to the client to record the verification message in their voice
Click the Red
Stop button at the bottom of the page again to stop voice recording
Click Save
Click Confirm
to validate voice recording
Portal Signoff - 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.
Click Confirm
Click Portal Signoff
Click Confirm
Option 1: Click Client PIN or Password
Option 2: Click E-Signature
Option 3: Click Picture
Option 4: Click Voice
Option 5: Click Portal SignoffAdd 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 dashboard.
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