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Description: In this topic the user will learn how to enter a punch in the web portal after the shift has been completed (historical entry). Web portal punch entries are not EVV compliant with the exception of the FOB punch 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 programs profile on the shared device for the location.

Role Required: Employee (base user)

Permission Required: N/A


Enter a Punch on the Web Portal

  1. Log in to personal profile
  2. Click Add Entry button (blue) on the dashboard
  3. Complete the Add New Entry form wizard
    1. Entry Type - 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.
    3. Account Type - Available options will depend upon authorizations
    4. Client - Enter client name
      1. Start entering the letters of the name until the system displays names then select the correct one
    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 after the name is selected. Shows how many hours or units are remaining on the authorization. Some organizations do not display Remaining Balance.
    8. Service Date - Manually enter the service date or use the calendar picker icon 
    9. Check In/Check Out - Enter the clock in/clock out times. Both fields are required. Clicking in the field displays a time drop-down in half hour increments. Specific time can be entered directly into the field.
    10. EVV Method - For web portal time punches, this option will be Portal Signoff. The only exception is if FOB is enabled for the organization.
    11. Clock in EVV Location - Where the service was performed. 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. 
    12. Clock out EVV Location - See above. This should remain the same as the Clock in location unless the service ended in a different location. 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. 
    13. Check Out Date - The checkout date will be automatically generated based on the check in day and cannot be edited
    14. Reason - The organization may require a reason code when entering a punch, explaining why a non-EVV compliant method of time entry has been added. To select a reason code:
      1. When adding an entry, if there is a field that says Reason, click on the blue Plus (+) Sign
        1. This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
      2. Select a reason from the Add Reason Codes drop-down that best describes why an edit is needed
        1. Some Reason Codes require an additional field called Add Note to be completed. Enter a free form reason then click the Blue Plus (+) Sign next to the Add Reason Codes drop-down to add the selection to the Added Reason Codes Click Yes to confirm. The reason code has now been added.

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

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

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

  4. Click Save and Yes to confirm


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