Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Login to your personal profile.

  2. Click the blue Continue to Clockout button.

  3. Click Confirm.

  4. Click the Client Verification Method. If you are not capturing EVV, skip to step #5.

    1. There are five different verification options: Pin or Password, E-Signature, Picture, Voice, and Portal Sign-Off. Depending on your organization, you may or may not have all three options available. We have detailed guides on each method available in the help center. The follow is a brief overview of each method.

    2. Pin or Password

      1. Click PIN or Password.

      2. Hand the device to the client or authorized representative.

      3. The client or authorized representative enters their PIN or Password and hands the device back to you.

        1. NOTE - If the client or authorized representative enters their PIN or Password or Password incorrectly too many times, the PIN or Password option becomes unavailable for this clock out and you must choose another verification method. The amount of times a password can be entered incorrectly is set by your organization. The PIN or password option will be available again for your next shift.

      4. Click Submit.

      5. Click Confirm to validate PIN or password.

    3. E-Signature

      1. Click E-Signature.

      2. Hand the device to the client or authorized representative for them to draw their Signature on the screen.

        1. If they approve their signature click Save.

        2. If they want to try again, click Clear.

          1. They can repeat this as many times as they wish until they are happy with their signature.

      3. Once the signature is saved, click Confirm to validate Signature.

    4. Picture

      1. Click Picture.

      2. The camera on your device will turn on.

      3. Click the Check icon to take the picture.

        1. To retake the picture click the Refresh icon.

        2. To cancel taking a picture click the X icon.

      4. Click Confirm to validate the picture.

    5. Voice

      1. Click Voice

      2. Allow DCI EVV to record audio by clicking While using the app

      3. The Voice Verification window will open

      4. Click the Red button at the bottom of the page to start voice recording

      5. Hand the device to the client and have them speak into the device to record their voice

      6. Click the Red button at the bottom of the page again to stop voice recording

      7. Click the Blue Save text on the Main Menu to validate the voice recording

    6. Portal Signoff

      1. Click Portal Sign Off

      2. Click Confirm

        1. NOTE: If the consumer is not present, willing or able to complete one of the real-time sign off options, then Portal Sign Off may be an option for you. The signoff process is not complete until the Consumer or Consumer Employer representative logs in and signs off on the entry in the DCI web portal.

  5. Add optional notes or attachments.

    1. Once EVV verification has been completed, you are able to add notes and attachments from your visit.

    2. The note functionality works using the keyboard of your mobile device. You can enter notes in DCI the same way that you would type a text message or email on your mobile device. This means that if you have talk-to-text option on your mobile device, you can use the microphone feature to enter your notes by talking.

      1. Entering notes is Optional, follow your organization’s requirements regarding note taking.

    3. Add Attachment is an Optional field that allows you to take a picture and add it to the note. This is optional as well.

  6. Click Confirm Clock Out.

  7. Your shift details will be displayed, click Home to return to the Dashboard.

...