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Description: In In this topic the user will learn how to enter a punch on the DCI Web Portal. The DCI Web Portal allows employees to enter time after a in the web portal after the shift has been completed .*Please note: Allowing web portal punch entries is based on each organizations policies. Web portal (historical entry). Web portal punch entries are not EVV compliant with the exception of the FOB punch entries (refer to the article - Employee - FOB EVV Punch). Please refer to your supervisor before entering time on the web portal.
Role Required: N/A
. Organizations may choose to not allow historical entries (web portal punch entries). Only punch entry types for vacation, sick and pto can be entered in the future and the entry types availability are based on the organization.
*Please note: Residential and Day program punch entries must be entered through the programs profile on the shared device for the location.
Role Required: Employee (base user)
Permission Required: Permission Required: N/A
Enter a Punch on the Web Portal
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- Log in to
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- personal profile
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- Click Add
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- Entry button (blue) on
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- the dashboard
- Complete
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- the Add New Entry
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- form wizard
- Entry Type
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- -
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- Punch is the Default. Other options may be available.
- Employee Name
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- - Prefilled with name of the
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- employee logged into the system
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- . This field is not editable.
- Account Type
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- - Available options will depend upon authorizations
- Client
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- - Enter
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- client name
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- Start entering the letters of the name until the system
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- displays names then select the correct one
- Service Code
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- - The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.
- Service Date
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- - The date the service took place
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- . Please ensure that it is within the acceptable date range of the organization.
- Remaining Balance
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- - This is specific to the client and appears
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- after the name is selected.
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- Shows how many hours or units are remaining on the authorization.
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- Some organizations do not display Remaining Balance.
- Service Date - Manually enter the service date or use the calendar picker icon
- Check In/Check Out
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- - Enter the clock in/clock out times. Both fields are required.
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- Clicking in the field displays a time
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- drop-down in half hour increments.
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- Specific time can be entered directly into the field
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- .
- EVV Method
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- - For
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- web portal time punches, this option
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- will be Portal Signoff.
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- The only exception is if
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- FOB is enabled for
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- the organization.
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- Clock in EVV Location
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- - Where the service was
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- performed. There may be one or more options available depending on the client.
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- This
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- field will not be visible if EVV locations have not been defined for the client.
- Clock out EVV Location
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- - See above. This should remain the same as the Clock in location unless the service ended in a different location
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- . There may be one or more options available depending on the client. This field will not be visible if EVV locations have not been defined for the client.
- Check Out Date
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Diagnostic Code: Enter ICD-10 code (optional).
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Notes: Enter notes per your organization’s requirements (optional).
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Attachment: Select to attach a file. Examples include receipts, photos.
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Select Save
- - The checkout date will be automatically generated based on the check in day and cannot be edited
- Reason - The organization may require a reason code when entering a punch, explaining why
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Select Yes in the confirmation alert window to confirm the punch
Reason Codes
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- a non-EVV compliant method of time entry
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Add Reason Code
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Follow steps a-j from above
- has been added. To select a reason code:
- When adding an entry
- has been added. To select a reason code:
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- , if there is a field that
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- says Reason, click on the
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- blue Plus (+) Sign
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- This adds two additional fields to the form: Add Reason Codes
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- and Added Reason Codes
- Select a reason from
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- the Add Reason Codes
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- drop-down that best describes why
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- an edit is needed
- Some
- an edit is needed
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- Reason Codes
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- require an additional field called Add Note to be completed. Enter a free form reason then click the Blue Plus (+) Sign
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- next to
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- the Add Reason
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- Codes drop-down to add
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- the selection to
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- the Added Reason Codes
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- Click Yes to confirm. The reason code has now been added
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Complete optional steps k-m from above
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Click Save
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Click Yes on the confirmation window
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- Diagnostic Code - Enter ICD-10 code (optional)
- Notes - Enter notes per the organization’s requirements (optional)
- Attachment - Select to attach a file (optional). Examples include receipts, photos.
- Select Save
- Select Yes in the confirmation alert window to confirm the punch
Helpful Hints
All punches from your personal profile must be entered after the shift is completed.
Vacation, PTO, and Sick are exceptions and may be entered in advance.
Not all programs have Vacation, PTO or Sick time available.
Fields with a gray background are locked and unable to be edited. The system generates the responses. These fields include: Employee Name, Remaining Balance (if enabled), Check Out Date.
Check out date will be automatically generated for you based on your check out time.
You can manually type in the service date and check-in/check out times, or you can use the calendar icon and clock dropdowns.
Notes or attachments may be required for your program. Please make sure that you understand your organization's policy regarding notes and attachments to understand what is appropriate for these fields.
If you receive an error when attempting to save your punch, it might be because you do not have an account for that type of punch, or because there is no active authorization for the client you selected.
If you have any questions about what information to select/enter, please contact your supervisor or employer.
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