Page History

...

Permission Required: Funding Source Admin, Client Admin, Report Admin

Managing Prompts

DCI comes with standard phone prompts. During the implementation process, a DCI implementation specialist may configure those prompts per the agency's requirements. Please check in with your System Administrator prior to making any changes to EVV Phone Prompts. 

Prompts & Examples

• Greeting Message – “Hello! Thank you for calling the DCI time keeping system.”

...

• Client PIN Failure - "Client PIN authentication failed."

Edit the IVR Prompts

1. Log in to your Personal Profile
2. Click Settings from the main menu
3. Click EVV from the sub menu
4. Click EVV IVR Prompts from the flyout menu
5. Select the prompt you would like to manage
   1. The prompts are listed above
6. Select Actions button
7. Click Edit IVR Prompt from the actions dropdown
   1. If you have multi language enabled you will see multiple language on the language tab
8. Enter the prompt text
   1. The prompt text will be read by a computer generated voice
   2. Add an attachment by clicking Add Attachment, then select the file to upload
      1. A voice recording attachment, like an mp3 file, can be added to the voice prompt. The system will play the attachment so that your users will hear a human voice as opposed to the computer generated voice.
   3. Update the greeting for multi language and click the Translate button
9. Click Save
10. Click Yes on the confirmation alert window

Listen to the IVR Prompts

1. Log in to your Personal Profile
2. Click Settings from the main menu
3. Click EVV from the sub menu
4. Click EVV IVR Prompts from the flyout menu
5. Select the prompt you would like to manage
   1. The prompts are listed above
6. Select Actions then click Edit Phone Prompt
7. If the prompt has an audio file attachment, you will see an attachment and a mini audio player. 
8. You can either click the play button or download the file to listen to the prompt

EVV Call Logs

View EVV call logs

Log in to your Personal Profile

...

• Phone Number

• Employee Name

• Client Name

EVV Phone Service Code

Once the EVV Phone method has been approved by your supervisor for a particular client and/or service, proceed with the following steps. 

Service Code with EVV

Create a new service code with EVV. Enabling EVV will enable EVV on a service code will enable it for Phone EVV.

1. Log in to your Personal Profile
2. Click Settings from the main menu
3. Click Funding Sources from the sub menu
4. Choose the Funding Source where you would like to create a new Service Code by selecting in the list or searching using the filters and click Search
5. Click Actions button
6. Click New Service Code from the actions dropdown
7. To enable EVV:
   1. Fill out the form wizard
   2. For EVV Required click Yes
8. Click Save
9. Click Yes on the confirmation alert window 

Edit an existing Service Code to comply with EVV

1. Log in to your personal profile
2. Click Settings from the main menu
3. Click Funding Sources from the sub menu
4. Choose the Funding Source where you would like to edit the Service Code for by selecting from the list or using the search filters
5. Scroll down and click on the service code to edit, the Service Code Details screen will open
6. Click Actions button
7. Click Edit Service Code from the actions dropdown
8. Verify the toggle button next to EVV Required is set to Yes
9. Click Save
10. Click Yes on the confirmation alert window 

EVV Service Account

The supervisor will set the EVV frequency on the Service Account. EVV Location will be required at Clock Out or Clock In/Out, depending on EVV frequency setting. EVV Location will not be required at interval check-ins.

Create a new EVV Employee Service Account

1. Log in to your Personal Profile
2. Click Home on the main menu
3. Click Employees on the submenu
4. Search for the employee by typing their name in search filters and selecting the name when it comes up
5. Click Search
6. Select the employee from the table by clicking anywhere in the row
   1. This will open up the Employee Details page
7. Click Actions button
8. Click New Service Account from the actions dropdown
9. Fill out the form wizard as usual
10. Next, set the EVV Frequency Type. This can be set to 
    1. Clock Out Only
    2. Clock In and Out
    3. Clock In, Out and Defined Intervals During Shift
       1. If you select this option you will also have to define the intervals in minutes
11. Click Save
12. Click Yes on the confirmation alert window 

Edit an existing Employee Service Account to comply with EVV

1. Log in to your Personal Profile
2. Select Home from the main menu
3. Select Employees on the submenu
4. Search for the employee by entering the name and using the filters, then select the Search button
5. The search results will update in the table below the search box
6. Click anywhere in the employee row to open up the Employee Details page
7. Select the Accounts tab located below the details window
8. Select the account that needs to be deactivated or edited
9. Select the Actions button
10. Select Edit Account from the actions dropdown
11. Next, set the EVV Frequency Type. This can be set to 
    1. Clock Out Only
    2. Clock In and Out
    3. Clock In, Out and Defined Intervals During Shift
       1. If you select this option you will also have to define the intervals in minutes
12. Click Save
13. Click Yes on the confirmation alert window 

Phone EVV Locations

Creating an EVV location for a client, enables to opportunity to associate a landline phone with that client's EVV location. While DCI does not have a phone verification service, you can mark a phone number as verified or not verified when creating an EVV location.

...

• If a phone is Not Verified in EVV locations, the result on the EVV Call Log will show Unrecognized Number

Adda location to an existing profile

1. Log in to your Personal Profile
2. Click the desired profile type from the sub menu and select the profile you wish to add a location to
3. Click Actions
4. Click New EVV Location from the menu 
5. The Add New EVV Location form wizard opens
6. Type the name of the location in the EVV Location Name field.
   1. This should be something recognizable by the employee providing services.
7. Select the EVV Location Type from the dropdown field
   1. Either Residential, Commercial, or Public Space
8. Enter the EVV Location address.
9. Enter optional Phone Number
   1. Every active EVV Location for a client must have a unique phone number associated with it, if a phone number is entered
10. Select Phone Verified
    1. Click Yes if phone number has been verified, No if it has not
11. Select optional Phone Type
    1. This list is configurable via Settings > Custom Dropdowns
    2. Examples might include types such as Landline, Mobile, Apple, Android, etc
12. Select optional Phone Carrier
    1. This list is configurable via Settings > Custom Dropdowns
    2. Examples might include local carriers or national carriers
13. Enter a Begin Date, this is required
    1. End Date is optional
    2. If no End Date is selected, the EVV location will always be available
14. Select Status
    1. Active: Location will be available when entering a punch
    2. Inactive: Location will be hidden when entering a punch
15. Check the Primary checkbox if this is the location that should auto populate on the New Entry wizard
    1. Only one location can be primary
16. Click Save.
    1. The system will verify the EVV Location is a valid address.
    2. If it is not, an error will be shown that reads, “Google Maps does not recognize this Location Address.” You will need to enter a valid address to continue.
    3. If it is, select Yes on the confirmation alert window.
17. To view the EVV Location Details, click the EVV Locations Tab on the Profile Details Page

*For new client profiles, follow steps 6 through 15 when you get to the EVV Location tab of the Add New Client Wizard.

EVV Punches

No action is required on the part of the employer or supervisor for EVV phone. To review punches that were submitted via phone or with EVV:

...

*Please note that EVV Phone will not appear in the EVV Verifications table.

Historical Phone Entries

Historical phone entries require the client or authorized client representative to key in their pin on the landline phone once the employee has completed the entry and hands you the phone for verification.

...

There is no action required by the employer or supervisor on historical entries, but you may want to prompt the employee to use an EVV compliant method if these occur frequently.

EVV Locations Reports

The following are the EVV report options. The EVV Phone Report is going to have information about Phone EVV.

...

• FOB Report

• Portal Sign Off Report

Access EVV Phone Report

1. Log in to your Personal Profile
2. Click Reports in the main menu
3. Click EVV Reports on the sub menu
4. The flyout menu options displaying all EVV reports, click the EVV Phone Report

Related articles

...