Title | Description |
OR PTC DCI Web Portal Overview | |
Walk through of creating a payroll batch using the Punch Entries Report | |
How to guide on finding and downloading reports. | |
Guide on pending time entries management, adjustments, over/underpayments, and historical entries. | |
How to update the password, PIN, security questions, email, phone number and username in OR PTC DCI. | |
How-to Guide on updating User Profiles in OR PTC DCI. | |
Informational Guide about Funding Accounts, Service Accounts, and Authorization Management. | |
Informational Guide specifically for users with an Auditor role in OR PTC DCI. | |
Contains troubleshooting steps for a wide variety of issues staff may come across related to entering time in Mainframe or looking at entries in OR PTC DCI, as well as issues the provider reported. |
Title | Description |
Step-by-step computer based training for when a change in authorization is needed and prorating. | |
Step-by-step computer based training on payroll roles and batches, and common questions. | |
Step-by-step training video for Staff on how to use OR PTC DCI. |
| Title | Description |
Catalog containing all of the Provider learning materials and resources. | |
OR PTC DCI English Provider Orientation OR PTC DCI Russian Provider Orientation | This is a video recording of the Provider Orientation Session where each method of time entry is explained in depth with step-by-step instructions on how to use each Method. |
Consumer/Consumer Employer Representative Learning Materials Guide | Catalog containing all of the Consumer/Consumer Employer Representative learning materials and resources. |
| Provider and Consumer Resource Guide | A list of resources available to support Providers and Consumers. |
Title | Description |
Step-by-step process to submit a request to the PTC Support team. | |
Chart showing the conversion of minutes to decimal hours. | |
Step-by-step instructions on how to update an authorization in OR PTC DCI. | |
Walkthrough for State Staff to correct a punch entry that is in “Approved” status. | |
Walkthrough for State Staff to correct a punch entry that is in “Processed” status. | |
This guide provides instructions for staff on what actions to take in OR PTC DCI after a consumer passes away to ensure their account is properly closed. | |
This Quick Reference Guide covers the different time entry statuses that a time entry can have in OR PTC DCI, and what actions a staff member or provider can take for each status. | |
This guide shows resetting a consumer, provider, or CER’s profile in OR PTC DCI. | |
List of PTC Error in Mainframe and what they mean. | |
List of Business Rules enabled in OR PTC DCI. | |
Step-by-step guide on how to add notes to a Provider’s Profile in OR PTC DCI. | |
Step-by-step guide on how to import Excel Sheets into Google Drive | |
Step-by-step guide showing where to find a Provider’s UniID in DHR. | |
Step-by-step instructions on how to download and format batch reports using Excel. | |
How to use the offline feature in the mobile app. | |
How to create a real-time punch as well as the available OR PTC DCI Landline numbers to call. | |
Outline the steps required to successfully link a Consumer to a fob in the Local Office. These steps assume the local office has a fob stored locally. | |
Outline the steps required to successfully unlink a Consumer to a fob in the Local Office. | |
| Staff Resource Guide | A list including all available support resources for Staff. |
| Profile Requests for OR PTC DCI | Explains how to use the Staff Profile Maintenance form to make changes to the OR PTC DCI profiles of staff members. |
CBT Title | Description |
Hands on step-by-step how to change a password when it has been forgotten. | |
Hands on walkthrough of changing a user’s personal settings. |
Business Process | Description |
1.1.2 Provider Switches During Pay Period - Permanently
| There is a need for a permanent switch in provider(s) during a pay period. |
1.1.3 Provider Switches During Pay Period - Temporarily
| There is a need for a one-time switch in provider(s) during a pay period. |
1.1.4 Change in Authorizations
| A change/update in an authorization is needed. |
| 1.1.5 Relinking a Provider and Consumer | Provider begins working for a Consumer they previously had stopped working for. |
A new provider needs a profile | |
A provider status needs to be changed. | |
| 1.2.3 Update Provider Information | Provider information must be updated. |
A new consumer needs a profile in OR PTC DCI. | |
Consumer information must be updated in OR PTC DCI. | |
A long-term care consumer moves to a new branch or program. | |
| 1.3.4. Return or Request a Fob in the Local Office | A fob is returned to the local office. |
CER needs to be added. | |
CER information must be updated. | |
CER profile needs to be created. | |
Staff member needs an OR PTC DCI profile to be created, modified, or closed. | |
OR PTC DCI profile must be unlocked. | |
| OR PTC DCI support receives notification of branch change from BOTS legacy BAs. | |
This process includes confirming the option they have chosen, confirming the landline, set up with the fob, set up telephony historical time entry (Consumer needs PIN), set up phone EVV, etc. | |
| Case manager identified an exception need to increase a provider's weekly cap. |
| A mistake has occurred or a consumer/CER disputes an entry. |
| 2.3.0 Entries Claimed After 365 Days | Provider has time to turn in past 365 days. |
A provider is terminated, an authorization ends, or their credentials expire. | |
A consumer passed away. | |
| This is the process for entering time from OR PTC DCI into Mainframe. |
How to process under and over payments. | |
The process for handling cases that have multiple Providers who have varying hours every pay period. |
Form | Description |
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User. | |
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider. | |
Form to request the addition or deactivation of a Consumer Employer Representative. |
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