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Description:  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 (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

1. Log in Log in to your personal profile

2. Click  the blue Add Entry Entry button (blue) on the Dashboardon the dashboard

3. Complete the the Add New Entry form  form wizard

   1. Entry Type

: Punch 

4. 1. -

 Default, other options my be available for your organization

5. 1. Punch is the Default. Other options may be available.

   2. Employee Name

: Prefilled with name of the employee logged into the system, this field is not editable

6. 1. - Auto-populates the name of the employee logged in

   2. Account Type - Available options depend on authorizations

   3. Client - Type and select the client name from list

   4. Service Code -

7. Account Type: Account types available will depend upon authorizations

8. Client: Enter the client name and then select from the list below

1. Start entering the letters of the name until the system display names, select the correct

Service Code:

9. 1. The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.

   2. Service Date

:

10. 1. - The date the service took place

, please

11. 1. . Please ensure that it is within the acceptable date range of the organization.

    2. Remaining Balance

:

12. 1. - This is specific to the client and appears

once

13. 1. after the name is selected.

It shows

14. 1. Shows how many hours or units are remaining on the authorization.

15. 1. Some organizations do not display Remaining Balance.

    2. Check In/Check Out

: Here is where to enter

16. 1. - Enter the clock in/clock out times. Both fields are required.

 When you click

17. 1.  Clicking in the field displays a time

dropdown will display

18. 1. drop-down in half hour increments.

Time

19. 1. Specific 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

20. 1. .

    2. EVV Method

:

21. 1. - For

DCI Web

22. 1. web portal time punches,

this option is always going to be 

23. 1. the option will be Portal Signoff.

24. 1. The only exception is if

you have

25. 1. FOB is enabled for

your

26. 1. the organization.

If this is the case, please reference the FOB user guide for more detail.

27. 2. Clock in EVV Location

:

28. 1. - Where the service was

preformed

29. 1. performed. There may be one or more options available depending on the client.

This may also be blank if no EVV locations were defined

30. 1.  This field will not be visible if EVV locations have not been defined for the client. 

    2. Clock out EVV Location

:

31. 1. - See above. This should remain the same as the Clock in location unless the service ended in a different location

.This may also be blank if no EVV locations were

32. 1. . 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. 

    2. Check Out Date

: This field can not be edited and is tied to the Service.

33. Diagnostic Code: Enter ICD-10 code (optional).

34. Notes: Enter notes per your organization’s requirements (optional).

35. Attachment: Select to attach a file. Examples include receipts, photos.

36. Select Save

37. 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

1. Follow steps a-j from above

2. While completing the form, if there is a field that says Reason, click on the Blue Plus (+) Sign button

1. This adds two additional fields to the form: Add Reason Codes and Added Reason Codes

3. Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit

1. 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

4. Click the Blue Plus (+) Sign next to the Add Reason Codes drop down to add your selection to the Added Reason Codes box

1. Your Reason Code has now been added and you can proceed to save your edits

5. Complete optional steps k-m from above

6. Click Save

7. 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.

1. 1. - The checkout date will be automatically generated based on the check in day and cannot be edited

   2. 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.

   3. 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.

   4. Diagnosis Code (optional) - Enter ICD-10 code

   5. Notes (optional) - Enter notes per organizational requirements

   6. Attachment (optional) - Click the blue Add Attachment hyperlink to add an attachment. Examples include receipts, photos, etc.

   7. Statements/Tasks - Visible only if required by your program. The entry cannot be saved without selecting one or more.

2. Click Save and Yes to confirm

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