Description: In this topic, the user will learn about the group service account type. The group service account type is for 1: multiple service, meaning one employee working with more than one client.
The group service account type may be entered using the following methods:
Mobile app
Web portal
Role Required: Employee (base user)
Permission Required: N/A
Enter a Group Services Punch in the Mobile App
Log in to the DCI mobile app
Click the blue Group Service Clock In button on the dashboard
Click the Group Service Name drop-down to open the search field
Type the group service name in the search field and select it
Click the Clients drop-down
Select clients who attended the group service. Must select at least one.
Click Confirm
Click the blue Continue button
Select the EVV Location from the drop-down if applicable and click Ok
Click the blue Confirm Clock In button. The user is now clocked in for the shift.
At the conclusion of the shift, log in to the DCI mobile app.
Click the blue Continue to Clock Out button
Click Confirm
Select the EVV Location from the drop-down if applicable and click Ok
Add Notes (optional): Enter notes per organizational requirements
Add Attachment (optional): Click to take and add a picture
Select the camera icon in the middle to take the picture
Select the checkmark to save the picture
Select the X to retake the picture
Click the blue Confirm Clock Out button. The user is now clocked out of the shift.
Enter a Group Services Punch in the Web Portal
Log in to the DCI web portal
Click the blue Add Entry button on the dashboard
Complete the form wizard
Entry Type (required): Defaults to Punch. Other options may be available per organization.
Employee Name (required): Prefilled with the name of the employee logged into the system
Account Type (required): Select group service. Available account types will depend upon authorizations.
Group Service Name (required): Enter the group service name then select it from the list
Service Date (required): The date the service took place. Must be in the past. Please ensure it is within the acceptable date range for the organization.
Check In/Check Out (required): Clock in/clock out times
EVV Location (optional): Select if applicable
Check Out Date: Tied to the service and cannot be edited. Check Out Date will be automatically generated based on check out time.
Notes (optional): Enter notes per organizational requirements
Attachment (optional): Click the blue Add Attachment link to upload attachment(s) per organizational requirements
Clients (required): Check the clients that attended the group service. Must select at least one.
Click Save then Yes to confirm
If the punch errors when attempting to save, the user may not have an account for that type of punch, or there may not be an active authorization for the client selected.
Web portal entries require the client or authorized client representative to sign off on (approve) an entry/entries to verify the service provided.