Page History

Auditor Guide

Guide specifically for staff with an Auditor role in OR PTC DCI.

Authorization Management Guide

Guide for staff about Funding Accounts, Service Accounts, and Authorization Management.

Fob Guide

Guide for staff about using fobs, including instructions for linking and unlinking fobs.

OR PTC DCI Web Portal Guide

Guide for staff on how to use the OR PTC DCI Web Portal Overview.

Payroll Batch and Time Entry Guide

Walk through of creating Guide for staff about how payroll batches are pulled and time entry after a payroll batch using the Punch Entries Reportis emailed to the local office.

Profile Management​ Guide

Guide for staff on updating User Profiles in OR PTC DCI.

Report Guide

Guide for staff

Reports

How to guide on finding and downloading reports.

Time Entry Management Guide

Guide on pending time entries managementfor staff on determining available balance for a provider, correcting an entry mistake, entry edits, under and over payments, and historical entries.

Troubleshooting Guide

Guide for staff containing troubleshooting steps for a wide variety of issues staff may come across related to looking at entries in OR PTC DCI or issues the provider reported.

Unlinking and Relinking Guide

Guide for staff with all the resources and guidance staff need related to unlinking and relinking procedures.

User Settings Guide

How Guide for all OR PTC DCI users to update the their password, PIN, security questions, email, phone number and username in OR PTC DCI.

Profile Management​

How-to Guide on updating User Profiles in OR PTC DCI.

Authorization Management

Informational Guide about Funding Accounts, Service Accounts, and Authorization Management.

OR PTC DCI 1.1.4 Change in Authorizations

Step-by-step computer based training for when a change in authorization is needed and prorating.

OR PTC DCI 4.3.0 Time Entry

Step-by-step computer based training on payroll roles and batches, and common questions.

OR PTC DCI Staff Training Video

Step-by-step training video for Staff on how to use OR PTC DCI.

Recovering a Forgotten Password

Logging in to OR PTC DCI and Changing Your User Settings

Hands on walkthrough of changing Demonstrates how to change a user’s personal settings.

Recovering a Forgotten Password

Demonstrates how to change a password when it has been forgotten.

1.1.2 Provider Switches During Pay Period - Permanently

 This

process There is for if the number of hours between two Providers must change permanently. For example: If a consumer is authorized 40 hours and HCW A has 25 hours but they quit, so you need to lower their hours to zero and increase HCW B’s hours to 40a need for a permanent switch in provider(s) during a pay period.

1.1.3 Provider Switches During Pay Period - TemporaryTemporarily

 This

process There is for if a number of hours between two Providers much change temporarily. For example: If HCW A is on vacation and HCW B must cover those hoursa need for a one-time switch in provider(s) during a pay period.

1.1.4 Change Authorizationin Authorizations

Process for if a change in the A change/update in an authorization is needed, including a change in mileage or hours, ending the authorization early, etc.

1.2.1 Add a New ProviderProcess used to add a new Provider.

A new provider needs a profile

1.2.2 Change Provider Status

Process used when a Provider's status must be updatedA provider status needs to be changed.

1.3.1 Add a New Consumer Information

A new consumer needs a profile in OR PTC DCIProcess used to add Consumer information.

1.3.2 Update Consumer Information

Process used to update Consumer information must be updated in OR PTC DCI.

1.3.3 Consumer Transfers to a New Branch or Program

A long-term care consumer moves Process used to transfer a Consumer to a new branch or program.

1.4.1 Add or Remove Consumer Employer RepresentativeProcess used to

add/remove Consumer Employer RepresentativeCER needs to be added.

1.4.2 Update Consumer Employer Representative Information

Process used to update Consumer Employer informationCER information must be updated.

1.4.3 Create New Consumer Employer Representative AccountCreate a Consumer Employer Representative Account

CER profile needs to be created.

1.5.1 Managing Staff Profiles

Staff member needs an OR PTC DCI profile to be created, modified, or closed.

1.5.3 Unlock an Accounta Profile

OR PTC DCI profile must be unlockedProcess to unlock an account.

1.6.0 Manually Adding or Updating Branch InfoProcess to add or update branch information

1.7.0 Setting Up EVV Options with Consumers and Providers

This process includes confirming the option they have chosen, confirming the landline, set up with the fob, set up telephony historical time entry (Consumer needs PIN), set up phone EVV, etc.

2.1.0 Increase in Weekly Cap

 Business

process needed for retroactive increased weekly cap hoursCase manager identified an exception need to increase a provider's weekly cap.

2.12.0 Provider Goes Over Authorized Hours

Pended Entries Management where an entry pends due to the going over the authorized hours.

2.2.3 Correct Punch Entry Mistake

 Process

for if a Provider, State Staff Member, or Consumer notices a mistake in a punch entry after the Consumer has approved the entry (meaning the Provider cannot edit the entry in OR PTC DCI)A mistake has occurred or a consumer/CER disputes an entry.

2.6.2 End Authorization, Expiration, Terminations

Process to follow when a Provider A provider is terminated, an authorization ends, or their credentials expire. This process should be basically the same as it is in the current system with the addition of updating OR PTC DCI.

3.3.0 Consumer Passes Away

Process to follow when a Consumer passes away.

4.1.1 Pending Entries Management

The process for working the pend queue on a daily basis. The purpose is to either approve or reject time entries that have failed a business rule and resolving the issues that caused them to pendA consumer passed away.

4.3.0 Time Entry

This is the process for entering time from OR PTC DCI into Mainframe.

4.4.0 Over and Underpayments

How to process under and over payments.

6.1.0 Case with Multiple Providers & Varying Hours

The process for handling cases that have multiple Providers who have varying hours every pay period.