| Table of Contents |
|---|
Guides
Title | Description |
OR PTC DCI Web Portal Overview | |
Punch Entries Report (Payroll)Payroll Batch and Time Entry Guide | Walk through of creating a payroll batch using the Punch Entries Report |
How to guide on finding and downloading reports. | |
Guide on pending time entries management, adjustments, over/underpayments, and historical entries. | |
How to update the password, PIN, security questions, email, phone number and username in OR PTC DCI. | |
State Staff: Profile Management | How-to Guide on updating User Profiles in OR PTC DCI. |
Informational Guide about Funding Accounts, Service Accounts, and Authorization Management. | |
Informational Guide specifically for users with an Auditor role in OR PTC DCI. | |
Contains troubleshooting steps for a wide variety of issues staff may come across related to entering time in Mainframe or looking at entries in OR PTC DCI, as well as issues the provider reported. |
Staff Training
Title | Description |
Step-by-step computer based training for when a change in authorization is needed and prorating. | |
Step-by-step computer based training on payroll roles and batches, and common questions. | |
Step-by-step training video for Staff on how to use OR PTC DCI. |
...
| Title | Description |
Catalog containing all of the Provider learning materials and resources. | |
OR PTC DCI English Provider Orientation OR PTC DCI Russian Provider Orientation | This is a video recording of the Provider Orientation Session where each method of time entry is explained in depth with step-by-step instructions on how to use each Method. |
Consumer/Consumer Employer Representative Learning Materials CatalogGuide | Catalog containing all of the Consumer/Consumer Employer Representative learning materials and resources. |
| Provider and Consumer Resource Guide | A list of resources available to support Providers and Consumers. |
...
Quick Reference Guides (QRGs)
Title | Description | ||
Step-by-step process to submit a request to the PTC Support team | Guide on what each red eye pending entry means, and the actions needed to remedy the pending entry. | ||
Chart showing the conversion of minutes to decimal hours. | |||
Step-by-step instructions on how to update an authorization in OR PTC DCI. | |||
Walkthrough for State Staff to correct a punch entry that is in “Approved” status. | |||
Walkthrough for State Staff to correct a punch entry that is in “Processed” status. | |||
This guide provides instructions for staff on what actions to take in OR PTC DCI after a consumer passes away to ensure their account is properly closed. | |||
This Quick Reference Guide covers the different time entry statuses that a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status. | |||
This guide shows resetting a consumer, provider, or CER’s profile in OR PTC DCI. | |||
List of PTC Error in DHR Mainframe and what they mean. | |||
How to verify a batch is successfully created in OR PTC DCI. | |||
List of Business Rules enabled in OR PTC DCI. | |||
Step-by-step guide on how to add notes to a Provider’s Profile in OR PTC DCI. | |||
Guide providing tips and reminders for what staff need to look for to maintain and correct time entries in OR PTC DCI. | |||
Guide outlining situations and associated business processes needed to keep information consistent between OR PTC DCI and legacy systems. | |||
Step-by-step guide on how to import Excel Sheets into Google Drive | |||
Step-by-step guide showing where to find a Provider’s UniID in DHR. | |||
Step-by-step instructions on how to download and format batch reports using Excel. | Step-by-step instructions on how to download the Payroll Batch Details Report into Excel. | ||
How to use the offline feature in the mobile app. | |||
How to create a real-time punch as well as the available OR PTC DCI Landline numbers to call. | How to Uninstall and Reinstall the OR PTC DCI Mobile App on Apple Devices | Step-by-step reference guide on how to uninstall and reinstall the OR PTC DCI mobile app from an Apple smart device. | |
Step-by-step instructions on clearing the DCI App Data (cache) on any Android device. | |||
Outline the steps required to successfully link a Consumer to a fob in the Local Office. These steps assume the local office has a fob stored locally. | |||
Outline the steps required to successfully unlink a Consumer to a fob in the Local Office. | |||
| Generating the Punch Entry Authorization Violation Report | Generate this report to view all pending entries that are over authorized hours. | ||
| Staff Resource Guide | A list including all available support resources for Staff. | ||
| Profile Requests for OR PTC DCI | Explains how to use the Staff Profile Maintenance form to make changes to the OR PTC DCI profiles of staff members. |
Online Learning
CBT Title | Description |
Hands on step-by-step how to change a password when it has been forgotten. | |
Hands on walkthrough of changing a user’s personal settings. |
...
Business Process | Description | |||
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 hours.a 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. | |||
| 1.1.5 Relinking a Provider and Consumer | Process used when aProvider begins working for a Consumer they previously had stopped working for. | |||
1.2.1 Add a New ProviderProcess used to add a new Provider. | A new provider needs a profile | |||
Process used when a Provider's status must be updatedA provider status needs to be changed. | ||||
| 1.2.3 Update Provider Information | Process used when you have to update information on a Provider's accountProvider information must be updated. | |||
| .2 | 4 Provider Number Reinstated | Process used when a previously terminated Provider's Provider Number has been reinstated. | 1.3.1 Add a New Consumer Information | A new consumer needs a profile in OR PTC DCIProcess used to add Consumer information. |
Process used to update Consumer information must be updated in OR PTC DCI. | ||||
A long-term care consumer moves Process used to transfer a Consumer to a new branch or program. | ||||
| 1.3.4. Return or Request a Fob in the Local Office | Process used when a Consumer requests a fob or returns a fobA fob is returned to the local office. | |||
1.4.1 Add or Remove Consumer Employer RepresentativeProcess used to | add/remove Consumer Employer RepresentativeCER needs to be added. | |||
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. | |||
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 | OR PTC DCI support receives notification of branch change from BOTS legacy BAs. | |||
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. | ||||
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
| A mistake has occurred or a consumer/CER disputes an entryPended Entries Management where an entry pends due to the going over the authorized hours. | |||
| 2.2.3 Correct Punch Entry Mistake 3.0 Entries Claimed After 365 Days | Provider has time to turn in past 365 daysProcess 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). | |||
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. | |||
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. | ||
| This is the process for entering time from OR PTC DCI into Mainframe. | |||
How to process under and over payments. | ||||
The process for handling cases that have multiple Providers who have varying hours every pay period. |
...
New User Forms
Form | Description |
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User. | |
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider. | |
Consumer Employer Representative Profile Maintenance FormForm | Form to request the addition or deactivation of a Consumer Employer Representative. |
...