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Description: In this topic you , the user will learn about EVV Locations functionality which is a way to EVV locations functionality. EVV locations specify and record approved work locations per electronic visit verification requirements. EVV locations may be required for hourly punch entries and can be used for group services, residential and parenting programs, and day programs. EVV locations can be manually inputted or imported.
*Please note: To require EVV locations at clock in and clock out, enable the setting Require EVV Locations on the service code for hourly account types Electronic Visit Verification requirements. This guide will outline how to manage, select, and review EVV Locations.
Role Required:Superuser/Supervisor/ Super User, Supervisor, Employer
Permission Required:Funding Source Admin, Profile or Program Admin, Import Admin Varies by object
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Managing EVV Locations
It will be The most common to use of EVV locations occurs on Client Profilesclient profiles, as these they are the locations that will be available when creating an hourly punch. However, however, EVV locations can be added to any of the following pagesprofiles:
Client
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Employee
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Residential Program
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Day Program
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Group Service
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Parenting Program
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Create a Profile with
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EVV Location
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Log in to DCI
Select Home on the main menu
Select the profile type on the submenu (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)
Click Actions
Select Add New (profile type) (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)
Complete the form wizard
The phone number will be associated with the EVV location.
When using the IVR phone system to create a punch entry the system will associate the EVV location linked to the phone number.
If no phone number is listed the user will be prompted to make a selection.
The phone number listed on the EVV location for a client must be unique
Must be the client's landline for EVV compliance (connected to the location)
DCI does not offer phone number verification. However, if the organization has verified that the phone is a landline number, it may be marked as verified. This field is used for reporting purposes only.
This list is configurable via Settings > Custom Dropdowns. Examples might include landline, mobile, apple, android, etc.
This list is configurable via Settings > Custom Dropdowns. Examples might include local or national carriers such as AT&T, Verizon, or T-Mobile.
Active - Location will be available when entering a punch
Inactive - Location will be hidden when entering a punch
To use EVV locations for the program complete the EVV locations tab
EVV Location Name -
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This should be something recognizable by the employee providing services
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EVV Location Type
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- Residential,
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Commercial,
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or Public Space
Address - Enter
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- Every active EVV Location for a client must have a unique phone number associated with it, if a phone number is entered
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- Click Yes if phone number has been verified, No if it has not
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- This list is configurable via Settings > Custom Dropdowns
- Examples might include types such as Landline, Mobile, Apple, Android, etc.
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- This list is configurable via Settings > Custom Dropdowns
- Examples might include local carries or national carriers
the EVV location address
Phone Number (optional)
Phone Verified - Click Yes if the phone number has been verified. Select No if it has not.
Phone Type is an optional field
Phone Carrier is an optional field
Begin Date is a required field
End Date is an optional field. If no end date is selected, the EVV location will always be available.
Status
Check the Primary checkbox if this is the location that should auto-populate on the new entry form wizard. Only one location can be primary.
Click Save and Yes to confirm
The system will verify the EVV Location is a valid address. If it is not, the error will read, “Google Maps does not recognize this Location Address.” Enter a valid address to continue. If it is a valid address, select Yes to confirm.
To view the EVV location details click the EVV Locations tab on the profile details page
Addan EVV Location to an Existing Profile
Log in to an appropriate profile
Click Home on the main menu
Click the desired profile type from the submenu (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)
Use filters to locate the profile and click Search
Click anywhere on the profile row to open the details page
Click Actions
Select New EVV Location
Complete the Add New EVV Location form wizard
The phone number will be associated with the EVV location.
When using the IVR phone system to create a punch entry the system will associate the EVV location linked to the phone number.
If no phone number is listed the user will be prompted to make a selection.
The phone number listed on the EVV location for a client must be unique
Must be the client's landline for EVV compliance (connected to the location)
DCI does not offer phone number verification. However, if the organization has verified that the phone is a landline number, it may be marked as verified. This field is used for reporting purposes only.
This list is configurable via Settings > Custom Dropdowns. Examples might include landline, mobile, apple, android, etc.
This list is configurable via Settings > Custom Dropdowns. Examples might include local or national carriers such as AT&T, Verizon, or T-Mobile.
Active - Location will be available when entering a punch
Inactive - Location will be hidden when entering a punch
EVV Location Name - This should be something recognizable by the employee providing services
EVV Location Type - Residential, Commercial, or Public Space
Address - Enter the EVV location address
Phone Number (optional)
Phone Verified - Click Yes if the phone number has been verified. Select No if it has not.
Phone Type is an optional field
Phone Carrier is an optional field
Begin Date is a required field
End Date is an optional field. If no end date
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is selected, the EVV location will always be available.
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Status
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Check the Primary checkbox if this is the location that should auto-populate on the
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new entry form wizard. Only one location can be primary.
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Click Save
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The system will verify the EVV Location is a valid address
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. If it is not,
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the error will
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read, “Google Maps does not recognize this Location Address.”
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Enter a valid address to continue.
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If it is a valid address,
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select Yes to confirm.
To view the EVV
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location details click the EVV Locations
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tab on the
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profile details page
Edit
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an EVV Location for an
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Existing Profile
Log in to an appropriate profile
Click the desired profile type from the
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submenu
Use
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filters to locate the profile
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and click Search
Click anywhere on the profile
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row to open the
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details
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page
Scroll down
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and click the EVV Locations
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tab
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Click the desired EVV
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location to open the
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details page
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Click Actions
Select Edit EVV Location
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Make the desired changes
Please note that an address cannot be changed. If the address is no longer used and a new address is needed, the EVV
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location should be set
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to Inactive and a
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new EVV location created.
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Click Save
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and Yes to confirm
Create a Service Code
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to Require EVV Locations
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- Hourly Account Type Only
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Log in to an appropriate profile
Select Settings from the main menu
Select
Funding Sources from the
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- Fill out all required fields per usual
- For EVV Required click Yes
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Edit an existing Service Code to comply with EVV
- Login to a profile with the appropriate role and/or permission via the DCI website
- Click Settings from the main menu then Funding Sources from the sub menu
- Choose the Funding Source where you would like to edit the Service Code for
- Scroll down and click on the service code you with to edit to open the Service Code Details screen
- Click Actions then click Edit Service Code
- Verify the toggle button next to EVV Required is set to Yes
- Click Save then click Yes on the confirmation window
* The supervisor will set the EVV frequency on the Service Account. EVV Location will be required at Clock Out or Clock In/Out, depending on EVV frequency setting. EVV Location will not be required at interval check-ins.
Add a Program with EVV Locations
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submenu
Use filters to locate the funding source and click Search
Click Actions
Click Add New Service Code and complete the form wizard
When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.
If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.
Require EVV Locations - Select Yes in the Require EVV Locations
Click Save and Yes to confirm
Edit an Existing Service Code to Require EVV Locations - Hourly Account Type Only
Log in to an appropriate profile
Select Settings from the main menu
Select Funding Sources from the submenu
Use filters to locate the funding source and click Search
Click anywhere on the funding source row to open the details page
Scroll down and click the Service Codes tab
Click the desired service code to open the details page
Click Actions
Select Edit Service Code
Edit the field Require EVV Locations - Select Yes in the Require EVV Locations
When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.
If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.
Click Save and Yes to confirm
View Punches with EVV Locations
Log in to personal profile
Click Home on the main menu
Click Entries on the submenu
Use filters to locate the punch and click Search
The entries tab
Edit an existing Program to require EVV Locations
- Sign into your Personal Profile
- Click Home on the main menu
- Click the type of program on the submenu (Residential Programs, Day Programs, or Parenting Programs)
- Search and open the program that you wish to edit
- Click Actions and then click Edit Program
- Verify the toggle button next to EVV Required is set to Yes
- Click Save then click Yes on the confirmation window
View Punches with EVV Locations
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will display all punches or will be updated with the search criteria
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Click anywhere in the punch entry row
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to open the details page
Clock in and clock out EVV locations
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are listed in the EVV
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details box on the
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punch details page in the EVV details section
EVV Locations Reports
All EVV Reports reports contain EVV Location information for clock in and clock out locations. The following are the EVV report optionsReport options include:
EVV Entries Report
Geofence Report
EVV Phone Report
FOB Report
Portal Sign Off ReportOff
Access EVV Reports
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Log in to
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an appropriate profile
Select Reports from the main menu
Select EVV Reports from the submenu
Select a report from the flyout menu
EVV Locations Imports
EVV Locations can be imported into DCI. To learn about how to do imports, see the Admin Guide - Import Module in the DCI Help Center.
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