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Guides
Title | Description |
|---|---|
Explains how to view: provider details, consumer details, punch entries and details; running reports; and how to access Help Center materials for those with the Auditor role in OR PTC DCI. | |
Explains authorization management, funding accounts, and service accounts. | |
Explains fobs, when they are recommended, how to request one for a consumer, and demonstrates linking and unlinking fobs. | |
Explains Mainframe changes related to PTC Phase 2A. | |
Explains payroll batches, when they are pulled, and time entry after a payroll batch is emailed to the local office. | |
Demonstrates how to update user profiles in OR PTC DCI. | |
Demonstrates how to troubleshoot questions from providers who cannot claim time or report incorrect pay. | |
Demonstrates how to find, generate, and download reports. | |
Explains auto-approval; how to: determine a provider’s available balance, correct an entry mistake, verify an entry, make entry edits, and work under and overpayments; and historical entries. | |
Demonstrates how to troubleshoot for issues staff may face when reviewing time and mileage entries in OR PTC DCI. | |
Explains unlinking and relinking and provides resources. | |
Demonstrates how users can update their password and PIN; and change security questions, email, phone number, and username in OR PTC DCI. | |
Demonstrates how to use the OR PTC DCI Web Portal. |
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Quick Reference Guides (QRGs)
Title | Description |
Demonstrates how to add notes to a provider’s profile in OR PTC DCI. | |
Demonstrates how to use the widget to view authorizations and hours assigned for a consumer and their providers in OR PTC DCI. | |
Explains the business rules used in OR PTC DCI. | |
Guides staff in the management of cases with multiple providers and varying hours as they relate to Mainframe and OR PTC DCI. | |
Explains the steps required when a provider requests payment more than 365 days after providing services. | |
Lists statuses a time entry can have and what actions can be taken by a staff member or provider in OR PTC DCI. | |
Demonstrates how to find a provider’s UniID in Mainframe. | |
Demonstrates how to download an Excel file from OR PTC DCI and upload file to the Google Drive. | |
Explains how to create a real-time entry with the OR PTC DCI Landline option, including what number to call. | |
Explains Mainframe STIQ Screen errors and how to resolve them. | |
Demonstrates how to use the mobile app offline feature. | |
Explains how to troubleshoot mobile app spinning, and how mobile app spinning may be related to Offline Mode. | |
Explains what action to take when an over or underpayment request is needed. | |
Explains how to use the Staff Profile Maintenance form to make staff profile changes in OR PTC DCI. | |
Demonstrates how to troubleshoot an OR PTC DCI provider login problem such as new profile creation, forgotten password, or locked profile. | |
Explains PTC Errors in Mainframe and how to resolve them. | |
Demonstrates how to create and download the Punch Entry Details Report to find information on entries, hours worked, and miles claimed by a provider. | |
Explains how to successfully change the assigned service eligibility branch to create or edit a voucher or ONGO in Mainframe. | |
Lists support resources for staff. | |
Explains how to submit a request to the PTC Support Team. | |
Shows the conversion of minutes in decimal to minutes. |
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