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- Log in to your personal profile
- Click Add Entry button (blue) on the Dashboard
- Complete the Add New Entry form wizard
- Entry Type: Punch - Default, other options my be available for your organization
- Employee Name: Prefilled with name of the employee logged into the system, this field is not editable
- Account Type: Account types available will depend upon authorizations
- Client: Enter the client name and then select from the list below
- Start entering the letters of the name until the system display names, select the correct
- Service Code: The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.
- Service Date: The date the service took place, please ensure that it is within the acceptable date range of the organization.
- Remaining Balance: This is specific to the client and appears once the name is selected. It shows how many hours or units are remaining on the authorization.
- Some organizations do not display Remaining Balance.
- Check In/Check Out: Here is where to enter the clock in/clock out times. Both fields are required. When you click in the field a time dropdown will display in half hour increments.
- Time can be entered directly into the field.
- Or select the time from the dropdown if the shift started or ended at either the top of an hour or half past the hour.
- Check Out Date: This field can not be edited and is tied to the date of service
- EVV Method: The option are Portal Signoff or FOB if enabled for your organization. Please reference the FOB user guide for more detail.
- Clock in EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
- Clock out EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
- Diagnostic Code: Enter ICD-10 code (optional)
- Reason: click on the Blue Plus (+) Sign button
- This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
- Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit
- Some Reason Codes Add Note: Reason codes may require a text (note) explanation. If you select a Reason Code with this requirement, a text box will appear and it is required that you enter text before saving, if required an asterisk will be present after the header Add Note
- Click the Blue Plus (+) Signnext to the Add Reason Codes drop down down
- Click Yes in the confirmation alert window to add your selection reason code to the Added Reason Codes box box
- This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
- Notes: Enter notes per your organization’s requirements (optional)
- Attachment: Select to attach a file (optional)
- Select Save
- Select Yes in the confirmation alert window to confirm the punch
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- Log in to your personal profile
- Click Home on the main menu
- Click Entries on the sub menu
- Search for the entry by using the search filters and click Search
- Click on the entry in the table
- Click Actions button
- Click Edit entry in the action dropdown
- Edit the Edit Entry form wizard
- Entry Type: Punch - Default, other options my be available for your organization
- Employee Name: Prefilled with name of the employee logged into the system, this field is not editable
- Account Type: This field can not be edited and is tied to the date of service
- Client: This field can not be edited and is tied to the date of service
- Service Code: The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.
- Service Date: The date the service took place, please ensure that it is within the acceptable date range of the organization.
- Remaining Balance: This is specific to the client and appears once the name is selected. It shows how many hours or units are remaining on the authorization.
- Some organizations do not display Remaining Balance.
- Check In/Check Out: Here is where to enter the clock in/clock out times. Both fields are required. When you click in the field a time dropdown will display in half hour increments.
- Time can be entered directly into the field.
- Or select the time from the dropdown if the shift started or ended at either the top of an hour or half past the hour.Check Out Date: This field can not be edited and is tied to the date of service
- EVV Method: The option are Portal Signoff or FOB if enabled for your organization. Please reference the FOB user guide for more detail.
- Clock in EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
- Clock out EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
- Diagnostic Code: Enter ICD-10 code (optional).
- Reason: click on the Blue Plus (+) Sign button
- This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
- Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit
- Some Reason Codes Add Note: Reason codes may require a text (note) explanation. If you select a Reason Code with this requirement, a text box will appear and it is required that you enter text before saving, if required an asterisk will be present after the header Add Note
- Click the Blue Plus (+) Signnext to the Add Reason Codes drop down
- Click Yes in the confirmation alert window to add your selection reason code to the Added Reason Codes box box
- This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
- Notes: Enter notes per your organization’s requirements (optional)
- Attachment: Select to attach a file (optional)
- Select Save
- Select Yes in the confirmation alert window to edit the punch