...
Description: In this topic, the user will learn about the client transportation account type. Client transportation account type is associated with a service code, authorization, and a client. This account type is based on service code settings and can be payable or non-payable, billable or non-billable, and the unit type is miles (unit type dollars can be used as well). The client transportation account type is used when the employee is driving a client (usually while on the clock for an hourly shift) and needs to track those miles specific to the client and the authorization. Punch entries can be entered in real time in the mobile app or historically in the web portal.
...
Role Required: Employee (base user)
Permission Required: N/A
Enter a Client Transportation Punch in
...
Login to the DCI web portal
...
Click the blue Add Entry on the Dashboard
...
Complete the Add New Entry form wizard
...
Entry Type: Punch defaults
...
Employee Name: Auto-populates the name of the employee logged in
...
Account Type: Select Client Transportation from the drop-down list
...
Client: Type and select the client name from list
...
Service Code: Click the drop-down and select Client Transportation
...
the
...
Remaining Balance: Authorization remaining balance may be visible as determined by the organization
...
EVV Method: Click the drop-down and select Portal Signoff
...
Starting Odometer Reading: Enter the starting odometer
Some programs allow the starting odometer to be 0
...
Ending Odometer Reading: Enter the ending odometer
Some programs allow this to be the number of miles driven
...
Calculated No. of Miles: The system will subtract the Ending Odometer Reading from the Starting Odometer Reading field to total the miles driven for the entry
...
Notes (optional): Enter notes per organizational requirements
...
Attachment (optional): Click the blue Add Attachment hyperlink to add an attachment
...
Click Save and Yes to confirm
...
Mobile App
Log in to the DCI mobile 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
Click Confirm Clock In
Click Start Client Transportation
Select the service code Client Transportation from the drop-down and click Ok
Click Continue
Click Confirm to acknowledge the alert "Please select your Client Transportation start location for accurate map route."
This feature is integrated with Google Maps. The current Google Map location will display.
Click Confirm to validate that the map location is correct
The starting location is marked on the map with a pinpoint labeled A
The mileage is now being recorded from the confirmed location
Click End when arrived at the destination
Click Confirm to acknowledge the Alert - "Are you sure you want to End Client Transportation?"
Click Confirm to acknowledge the Alert - "Please select your Client Transportation end location for accurate map route."
This feature is integrated with Google Maps. The Google Map location will display.
Click Confirm to validate that the map location is correct
The ending location is marked on the map with a pinpoint labeled B
The Client Transportation entry will state "The drive session was ended here. You have driven ___ miles in ___ minutes." It will display:
Estimated mileage (miles driven)
Estimated Travel Time (minutes)
Recaps Client
Recaps Service Account
Click Continue to Clock Out
Enter a Client Transportation Punch in the Web Portal
Login to the DCI web portal
Click the blue Add Entry button on the Dashboard
Complete the Add New Entry form wizard
Entry Type: Punch defaults
Employee Name: Auto-populates the name of the employee logged in
Account Type: Select Client Transportation from the drop-down list
Client: Type and select the client name from list
Service Code: Click the drop-down and select Client Transportation
Service Date: The date the driving took place. Please ensure that it is within the acceptable date range of the organization.
Remaining Balance: Authorization remaining balance may be visible as determined by the organization
EVV Method: Click the drop-down and select Portal Signoff
Starting Odometer Reading: Enter the starting odometer
Some programs allow the starting odometer to be 0
Ending Odometer Reading: Enter the ending odometer
Some programs allow this to be the number of miles driven
Calculated No. of Miles: The system will subtract the Ending Odometer Reading from the Starting Odometer Reading field to total the miles driven for the entry
Notes (optional): Enter notes per organizational requirements
Attachment (optional): Click the blue Add Attachment hyperlink to add an attachment
Click Save and Yes to confirm
Related articles
| Content by Label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|