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Description: In this topic you , 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 (historical entry). Web portal punch entries is based on each organizations policies. 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
entries. 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 program 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
Click
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the blue Add
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Entry button
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on 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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Account Type: Account types available will depend upon authorizations
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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
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- Auto-populates the name of the employee logged in
Account Type - Available options depend on authorizations
Client - Type and select the client name from list
Service Code - 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.
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,
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the option 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 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.
- The checkout date will be automatically generated based on the check in day and cannot be edited
Add Reason Codes - The organization may require a reason code when entering a punch, explaining why a non-EVV-compliant method of time entry has been added. Select a reason code from the Add Reason Codes drop-down. Please note: Multiple reason codes may be selected simultaneously.
- Add Reason Code Note - Some Reason Codes require an additional field called Add Reason Code Note to be completed. Enter a free form note to support the chosen reason code(s). Please note: The added reason code note will be saved with all selected reason codes that require a free text note.
Diagnosis Code (optional) - Enter ICD-10 code
Notes (optional) - Enter notes per organizational requirements
Attachment (optional) - Click the blue Add Attachment hyperlink to add an attachment. Examples include receipts, photos, etc.
- Statements/Tasks - Visible only if required by your program. The entry cannot be saved without selecting one or more.
Click Save and Yes to confirm
Related
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Select Save
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Select Yes in the confirmation alert window to confirm the punch
Reason Codes
Your organization may require a Reason Code when entering a punch. This explains why you are using a non-EVV compliant method of time entry.
Add Reason Code
Follow steps a-j from above
While completing the form, if there is a field that says 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 require a text 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
Click the Blue Plus (+) Sign next to the Add Reason Codes drop down to add your selection to the Added Reason Codes box
Your Reason Code has now been added and you can proceed to save your edits
Complete optional steps k-m from above
Click Save
Click Yes on the confirmation window
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.
NOTE: Residential and Day Program punches must be entered from the site's profile from the program computer. Please see "Enter Punches for Residential and Day Programs" How-To.
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