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- From a provider’s profile, click the Entries tab.
- Sort entries by date the services were performed by clicking the Service Date column. This will make finding specific entries easier. There are also search filters to help identify entries within a specific pay period or in a specific status.
Entry Statuses
Status | Description |
Open | An active entry (clock in has occurred but not clock out). |
Unverified | An entry that was created/edited on behalf of a provider by a staff member. These entries must be verified by the provider or another staff member to initiate the approval process. |
Pending | An entry that has been successfully saved and is waiting for review (through the automated approval process). |
Approved | An entry that has been approved by either Auto-Approval or a staff member and is eligible to be batched for payment. |
Batched | An approved entry that was pulled into a pending payroll batch. |
Processed | An approved entry that was pulled into a processed payroll batch. |
Rejected | An entry that will not be paid. An entry can be marked as rejected upon clock out if certain business rules are failed or manually by the provider, consumer, CER, or staff while in a pending status. |
Useful Features for Auditors in Provider Profiles
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Reports are a great way to see data that is not easily viewed by looking at individual profiles or entries. Some common reports you might pull include:
Report | Functionality |
Authorization Entries Report | Displays the information relevant to the authorization, such as start and end date, hours used, and hours remaining. |
Punch Entry Details Report | Displays important details about the provider, Consumer, Punch Entry Status, EVV Method, the punch ID, Service Code, who created the entry, the date the entry was created, the IP address where it was created, who approved or rejected the entry, etc. You can also view the input method and the entry type. |
Employee Service Account Punch Notes Report | Displays notes and canned statements entered by the Provider which may explain activities that occurred during a shift. |
Authorization Entries Report
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Resources can be found on the OR PTC DCI Help Center. You can find a list of resources in the Learning Catalogs on the PTC Website under Learning Materials.
The resources available consist of:
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