Enter or Edit a Punch with a Reason Code in the Web Portal

Description: In this topic you will learn how to enter or edit a punch on the DCI Web Portal with a reason code and reason code text note. Your organization may require a reason code and/or a reason code text note when entering or editing a punch

Role Required: Employee (base user without roles or permissions)

Permission Required: N/A

Enter a Punch on the Web Portal with a Reason Code

Log in to your personal profile
Click Add Entry button (blue) on the Dashboard
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.
8. 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.
9. Check Out Date: This field can not be edited and is tied to the date of service
10. EVV Method: The option are Portal Signoff or FOB if enabled for your organization. Please reference the FOB user guide for more detail.
11. Clock in EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
12. Clock out EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
13. Diagnostic Code: Enter ICD-10 code (optional)
14. Reason: click on the Blue Plus (+) Sign button
  1. This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
    1. Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit
    2. Add Note: Reason codes may require a text (note) explanation, if required an asterisk will be present after the header Add Note
  2. Click the Blue Plus (+) Sign next to the Add Reason Codes drop down
  3. Click Yes in the confirmation alert window to add reason code to the Added Reason Codes box
15. Notes: Enter notes per your organization’s requirements (optional)
16. Attachment: Select to attach a file (optional)
Select Save
Select Yes in the confirmation alert window to confirm the punch

Edit a Punch on the Web Portal with a Reason Code

Log in to your personal profile
Click Home on the main menu
Click Entries on the sub menu
Search for the entry by using the search filters and click Search
Click on the entry in the table
Click Actions button
Click Edit entry in the action dropdown
Edit the Edit 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: This field can not be edited and is tied to the date of service
4. Client: This field can not be edited and is tied to the date of service
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.
8. 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.Check Out Date: This field can not be edited and is tied to the date of service
9. EVV Method: The option are Portal Signoff or FOB if enabled for your organization. Please reference the FOB user guide for more detail.
10. Clock in EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
11. Clock out EVV Location: Select where the service was preformed. There may be one or more options available depending on the client.
12. Diagnostic Code: Enter ICD-10 code (optional).
13. Reason: click on the Blue Plus (+) Sign button
  1. This adds two additional fields to the form: Add Reason Codes and Added Reason Codes
    1. Select a reason from the Add Reason Codes drop down that best describes why you need to make the edit
    2. Add Note: Reason codes may require a text (note) explanation, if required an asterisk will be present after the header Add Note
  2. Click the Blue Plus (+) Sign next to the Add Reason Codes drop down
  3. Click Yes in the confirmation alert window to add reason code to the Added Reason Codes box
14. Notes: Enter notes per your organization’s requirements (optional)
15. Attachment: Select to attach a file (optional)
Select Save
Select Yes in the confirmation alert window to edit the punch