Description: In this topic you will learn how to make a punch with pin or password EVV in the mobile app to record punches and using pin or password as your EVV method. The instructions below include detail step by step for EVV frequency set at clock out only.
*Please note: The EVV frequency type is set at the service account and can be collected at clock in only, clock out only, clock in and clock out, and clock in, out and defined intervals during shift.
Role Required: Employee (base user)
Permission Required: N/A
Clock In on the Mobile App
Open the application.
Login to your personal profile.
Click the blue Clock In button on the Dashboard.
NOTE - The Clock In button will not display if you have an open shift. If you login and you see the blue Continue to Clockout button displayed that means that you did not clock out of your last shift and have to complete that process before you can clock in again.
Complete the Clock In screen.
Client - If you have one Client only, then this field will be automatically filled out for you. If you have more than one Client click on the field and then select your client from the list.
Service Code - If you have one Service Code only, then this field will be automatically filled out for you. If you have more than one Service Code click on the field and then select your client from the list.
Cost Center - Cost Center will be filled out automatically. There is no action to take here.
Click the Continue button.
Click Confirm Clock In to complete the clock in process.
This screen will display a summary of your clock in, including the authorization remaining balance if enabled.
If something is not correct, click the Left Arrow on the Main Menu to edit the Clock In screen.
You are now clocked in and can log out or close the Mobile App. You will not need the app again until the end of the shift.
Clock Out on the Mobile App
Login to your personal profile.
Click the blue Continue to Clockout button.
Click Confirm.
Click PIN or Password.
Hand the device to the client or authorized representative.
The client or authorized representative enters their PIN or Password and then click Submit.
The client or authorized representative hands the device back to you.
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.
Click Confirm to validate PIN or password.
Add optional notes or attachments.
Once EVV verification has been completed, you are able to add notes and attachments from your visit.
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.
Entering notes is Optional, follow your organization’s requirements regarding note taking.
Add Attachment is an Optional field that allows you to take a picture and add it to the note. This is optional as well.
Click Confirm Clock Out.
Your shift details will be displayed, click Home to return to the Dashboard.
Pin or Password EVV
Click PIN or Password.
Hand the device to the client or authorized representative.
The client or authorized representative enters their PIN or Password and then click Submit.
The client or authorized representative hands the device back to you.
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.
Click Confirm to validate PIN or password.