Content Comparison

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*Please note: To require EVV locations at clock in and clock out, enable the setting Require EVV Locations on the service code for hourly account types.

Role Required: Super User, Supervisor, Employer

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1. Log in to DCI

2. Select Home on the main menu

3. Select the profile type on the submenu (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)

4. Click Actions 

5. Select Add New (profile type) (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)

6. Complete the form wizard

   1. The phone number will be associated with the EVV location.

   2. When using the IVR phone system to create a punch entry the system will associate the EVV location linked to the phone number.

   1. If no phone number is listed the user will be prompted to make a selection.

   3. The phone number listed on the EVV location for a client must be unique

   4. Must be the client's landline for EVV compliance (connected to the location)

   1. DCI does not offer phone number verification. However, if the organization has verified that the phone is a landline number, it may be marked as verified. This field is used for reporting purposes only.

   1. This list is configurable via Settings > Custom Dropdowns. Examples might include landline, mobile, apple, android, etc.

   1. This list is configurable via Settings > Custom Dropdowns. Examples might include local or national carriers such as AT&T, Verizon, or T-Mobile.

   1. Active - Location will be available when entering a punch

   2. Inactive - Location will be hidden when entering a punch

1. To use EVV locations for the program complete the EVV locations tab

2. EVV Location Name - This should be something recognizable by the employee providing services

3. EVV Location Type - Residential, Commercial, or Public Space

4. Address - Enter the EVV location address

5. Phone Number (optional)

6. Phone Verified - Click Yes if the phone number has been verified. Select No if it has not.

7. Phone Type is an optional field

8. Phone Carrier is an optional field

9. Begin Date is a required field

10. End Date is an optional field. If no end date is selected, the EVV location will always be available.

11. Status

12. Check the Primary checkbox if this is the location that should auto-populate on the new entry form wizard. Only one location can be primary.

7. Click Save and Yes to confirm

8. The system will verify the EVV Location is a valid address. If it is not, the error will read, “Google Maps does not recognize this Location Address.” Enter a valid address to continue. If it is a valid address, select Yes to confirm.

9. To view the EVV location details click the EVV Locations tab on the profile details page

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1. Log in to an appropriate profile

2. Click Home on the main menu

3. Click the desired profile type from the submenu (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)

4. Use filters to locate the profile and click Search

5. Click anywhere on the profile row to open the details page

6. Click Actions

7. Select New EVV Location 

8. Complete the Add New EVV Location form wizard

   1. The phone number will be associated with the EVV location.

   2. When using the IVR phone system to create a punch entry the system will associate the EVV location linked to the phone number.

   1. If no phone number is listed the user will be prompted to make a selection.

   3. The phone number listed on the EVV location for a client must be unique

   4. Must be the client's landline for EVV compliance (connected to the location)

   1. DCI does not offer phone number verification. However, if the organization has verified that the phone is a landline number, it may be marked as verified. This field is used for reporting purposes only.

   1. This list is configurable via Settings > Custom Dropdowns. Examples might include landline, mobile, apple, android, etc.

   1. This list is configurable via Settings > Custom Dropdowns. Examples might include local or national carriers such as AT&T, Verizon, or T-Mobile.

   1. Active - Location will be available when entering a punch

   2. Inactive - Location will be hidden when entering a punch

1. EVV Location Name - This should be something recognizable by the employee providing services

2. EVV Location Type - Residential, Commercial, or Public Space

3. Address - Enter the EVV location address

4. Phone Number (optional)

5. Phone Verified - Click Yes if the phone number has been verified. Select No if it has not.

6. Phone Type is an optional field

7. Phone Carrier is an optional field

8. Begin Date is a required field

9. End Date is an optional field. If no end date is selected, the EVV location will always be available.

10. Status

11. Check the Primary checkbox if this is the location that should auto-populate on the new entry form wizard. Only one location can be primary.

9. Click Save

10. The system will verify the EVV Location is a valid address. If it is not, the error will read, “Google Maps does not recognize this Location Address.” Enter a valid address to continue. If it is a valid address, select Yes to confirm.

11. To view the EVV location details click the EVV Locations tab on the profile details page

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1. Log in to an appropriate profile

2. Select Settings from the main menu 

3. Select Funding Sources from the submenu

4. Use filters to locate the funding source and click Search

5. Click Actions

6. Click Add New Service Code and complete the form wizard

   1. When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.

   2. If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.

1. Require EVV Locations - Select Yes in the Require EVV Locations

7. Click Save and Yes to confirm

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1. Log in to an appropriate profile

2. Select Settings from the main menu 

3. Select Funding Sources from the submenu

4. Use filters to locate the funding source and click Search

5. Click anywhere on the funding source row to open the details page

6. Scroll down and click the Service Codes tab

7. Click the desired service code to open the details page

8. Click Actions 

9. Select Edit Service Code

10. Edit the field Require EVV Locations - Select Yes in the Require EVV Locations

    1. When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.

    2. If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.

11. Click Save and Yes to confirm

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