You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

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 shift has been completed.

*Please note: Allowing web portal punch entries is based on each organizations policies. Web portal punch entries are not EVV compliant with the exception of 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

Permission Required: N/A

Enter a Punch on the Web Portal

  1. Log in to your personal profile

  2. Click Add Entry button (blue) on the Dashboard

  3. Complete the Add New Entry form wizard

    1. Entry Type: Punch - Default, other options my be available for your organization

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

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

    4. 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

    5. Service Code: The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.

    6. Service Date: The date the service took place, please ensure that it is within the acceptable date range of the organization.

    7. Remaining Balance: This is specific to the client and appears once the name is selected. It shows how many hours or units are remaining on the authorization.

      1. Some organizations do not display Remaining Balance.

      2. Check In/Check Out: Here is where to enter the clock in/clock out times. Both fields are required. When you click in the field a time dropdown will display in half hour increments.

        1. Time can be entered directly into the field.

        2. 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.

    8. EVV Method: For DCI Web portal time punches, this option is always going to be Portal Signoff.

      1. The only exception is if you have FOB enabled for your organization. If this is the case, please reference the FOB user guide for more detail.

    9. Clock in EVV Location: Where the service was preformed. There may be one or more options available depending on the client.

      1. This may also be blank if no EVV locations were defined for the client.

    10. Clock out EVV Location: See above. This should remain the same as the Clock in location unless the service ended in a different location.

      1. This may also be blank if no EVV locations were defined for the client.

    11. Check Out Date: This field can not be edited and is tied to the Service.

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

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

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

  4. Select Save

  5. 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.


  • No labels