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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.
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Login to the DCI web portal
Click the blue Add Entry button on the Dashboard
Complete the Add New Entry form wizard
Some programs allow the starting odometer to be 0
Some programs allow this to be the number of miles driven
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
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