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Guides
Title
Description
Title | Description | |
Guide specifically for staff with an 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. | ||
Authorization Management GuideGuide for staff | about Funding Accounts, Service Accounts, and Authorization ManagementExplains authorization management, funding accounts, and service accounts. | |
Guide for staff about using fobs, including instructions for Explains fobs, when they are recommended, how to request one for a consumer, and demonstrates linking and unlinking fobs. | ||
| Guide for staff on how to use the OR PTC DCI Web Portal | Explains Mainframe changes related to PTC Phase 2A. | |
Guide for staff about how Explains payroll batches, when they are pulled, and time entry after a payroll batch is emailed to the local office. | ||
Guide for staff on updating User Profiles Demonstrates how to update user profiles in OR PTC DCI. | ||
Provider Cannot Claim Time or Reports Incorrect Pay Guide | Demonstrates how to troubleshoot questions from providers who cannot claim time or reports incorrect pay. | |
Report GuideGuide for | staff on finding and downloading Demonstrates how to find, generate, and download reports. | |
Guide for staff on determining available balance for a provider, correcting 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 over payments, overpayments; and historical entries. | ||
Guide for staff containing troubleshooting steps for a wide variety of issues staff may come across related to looking at Demonstrates how to troubleshoot for issues staff may face when reviewing time and mileage entries in OR PTC DCI or issues the provider reported. | ||
Guide for staff with all the resources and guidance staff need related to Explains unlinking and relinking proceduresand provides resources. | ||
Guide for all OR PTC DCI users to Demonstrates how users can update their password , and PIN, ; and change security questions, email, phone number, and username in OR PTC DCI. |
Staff Training
Demonstrates how to use the OR PTC DCI Web Portal. |
Provider and Consumer Materials
| Title | Description |
| Consumer/Consumer Employer Representative CER Learning Materials Guide Catalog containing all of the Consumer/Consumer Employer Representative Catalog | Summarizes the consumer/CER 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. |
| Provider and Consumer Resource Guide | List of resources available to support Providers and Consumers. |
| Provider Learning Materials Catalog | Catalog containing all Summarizes the Provider provider learning materials and resources. |
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Title | Description | ||
Demonstrates how to add notes to a Provider’s Profile provider’s profile in OR PTC DCI. | |||
Demonstrates how to use the authorizations widget to view authorizations and hours assigned in OR PTC DCI for a consumer and their providers in OR PTC DCI. | |||
List of Business Rules Explains the business rules used in OR PTC DCI with descriptions. | |||
Guides staff in the management of cases with multiple providers and varying hours as they relate to Mainframe and OR PTC DCI. | |||
Demonstrates Explains the steps required when a provider requests payment more than 365 days after providing services. | |||
List of the different time entry statuses that Lists statuses a time entry can have in OR PTC DCI, and what actions can be taken by a staff member or provider can take for each status. | Explains PTC Errors in Mainframe and what action is needed. in OR PTC DCI. | ||
Demonstrates where how to find a Provider’s provider’s UniID in DHRMainframe. | |||
Demonstrates on how to import Excel Sheets into download an Excel file from OR PTC DCI and upload file to the Google Drive. | |||
Demonstrates Explains how to create a real-time entry via with the OR PTC DCI Landline option, including the what number to call. | |||
OR PTC DCI Mainframe STIQ Screen Error Chart | Explains Mainframe STIQ Screen errors and how to resolve them. | ||
Demonstrates how to use the mobile app offline feature in . | |||
Explains how to troubleshoot the mobile app spinning in Offline Mode during clock in or out. | |||
Demonstrates Explains what actions action to take when an over or underpayment request is needed. | |||
Demonstrates Explains how to use the Staff Profile Maintenance form to make staff profile changes to the in OR PTC DCI profiles of staff members. | |||
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 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. | |||
List of available Lists support resources for Staffstaff. | |||
Demonstrates Explains how to submit a request to the PTC Support teamTeam. | |||
Chart showing Shows the conversion of minutes to decimal hours. | Demonstrates how to successfully change the assigned service eligibility branch to create or edit a voucher or ONGO in Mainframein decimal to minutes. |
Online Learning
CBT Title | Description |
Demonstrates how to change a user’s personal update user settings. | |
Demonstrates how to change reset a password when it has been forgottenforgotten password. |
Staff Tools
Title | Description |
| APD Transmittals | Lists APD transmittals filtered by “PTC.” |
Batch Pull Calendar Tool | Utilize the Batch Pull Calendar tool by selecting a date to identify a batch date range of entries to be pulled. |
| New Profiles, Links, and Troubleshooting PowerPoint | Explains new profiles, links, and EVV options and payment troubleshooting. |
Phase 2A Phase 2A Guidebook
| Explains Phase 2A Go-Live topics shared with the most up-to-date details. Answers Phase 2A frequently asked questions. |
| PTC Help Tool | Demonstrates how providers can resolve common OR PTC DCI issues and access additional information and resources. |
Quarterly Recaps
| Summarizes PTC staff communications by quarter. |
| Unlinking and Relinking PowerPoint | Explains unlinking and relinking. |
Business Processes
Business Process | Description |
1.1 Provider Switches During Pay Period - Permanently
| There is a need for a permanent switch in provider(s) during a pay period. |
1.2 Provider Switches During Pay Period - Temporarily
| There is a need for a one-time switch in provider(s) during a pay period. |
Steps to updating an authorization in OR PTC DCI. | |
The process for handling cases that have multiple Providers who have varying hours every pay period. | |
1.5 Ending Authorizations (including Expirations, Terminations, and Unlinking) | A provider is terminated, an authorization ends, or their credentials expire. |
| 1.6 Relinking a Provider and Consumer | Provider begins working for a Consumer they previously had stopped working for. |
A new provider needs a profile | |
| 2.2 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. | |
| 3.4. Return or Request a Fob in the Local Office | A fob is returned to the local office. |
A consumer passed away. | |
CER needs to be added. | |
CER information must be updated. | |
Staff member needs an OR PTC DCI profile to be created, modified, or closed. | |
OR PTC DCI profile must be unlocked. | |
| A mistake has occurred or a consumer/CER disputes an entry. |
| 6.2 Entries Claimed After 365 Days | Provider has time to turn in past 365 days. |
How to process under and over payments. |
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