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Description: In this topic, the user will learn how to enter a punch on the DCI Mobile Appmobile app. The DCI Mobile App mobile app allows employees to clock in and out in real time. The Mobile App mobile app is EVV compliant and so many organizations prefer that their employees use the Mobile Appit instead of the web portal. The Mobile App mobile app has an Offline Mode, meaning that the employee can still clock in and clock out in areas where there is are no cellular or wireless networks available. The Mobile App mobile app can be used on any smart device, phone, or tablet , that meets the operating system requirements. The DCI Mobile App mobile app is a free download and available in both the Apple App Store and Google Play storeStore.
Role Required: Employee (base user)
Permission Required: N/A
Clock In on the Mobile App
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Log in to the DCI EVV app
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Log in to your personal profile
Click the
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blue Clock In
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button on the
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dashboard
If the Continue to Clock Out button is displayed, this means the user did not clock out of their last shift and
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must complete the clock out process before clocking in again.
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The Clock In button will not display if the user has an open shift
Complete the Clock In page
Client - If
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there is only one
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client the field will auto-populate. If the user provides service to more than one client, click on the field and then select
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the client from the list.
Service Code -
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If
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there is only one service code the field will auto-populate. If there is more than one service code, click on the field and then select
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the service code from the list.
Cost Center -
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Click the Continue button.
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Click Confirm Clock In to complete the clock in process.
This screen will display a summary of your clock in, including the authorization remaining balance if enabled.
If something is not correct, click the Left Arrow on the Main Menu to edit the Clock In screen.
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The cost center will auto-populate
Click Continue
A summary box appears with the client and service code. If the information is incorrect, click <Back to edit. Optionally, based on organizational settings, the Auth Remaining Balance, which is the total authorization remaining balance in units or dollars, may be displayed. *Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.
Based on organizational settings, a second summary box may appear which displays Available Authorized Time. These balances display in hours and minutes. This summary box may display one or more of the following fields:
Total Available Time
Available This Month
Available This Week
Available Today
Click Confirm Clock In to complete the clock in process
The user is now clocked in and can log out or close the
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mobile app until the end of the shift
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Clock Out on the Mobile App
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Log in to the DCI EVV app
Click
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the
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blue Continue to
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Clockout button
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Click Confirm
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Choose the client attestation method as determined by the organization. If not collecting client attestation, skip to step number five.
There are five different
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attestation options:
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Client PIN or Password, E-Signature, Picture, Voice, and Portal
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Signoff. Options are dependent on the organization. The following is a brief overview of each method. Please visit the Help Center for more details on each method if needed.
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Client PIN or Password
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Click Client PIN or Password
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Hand the device to the client or authorized representative
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who enters their PIN or Password and then hands the device back to
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the user
*Please note: If the client or authorized representative enters their PIN or Password
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incorrectly too many times (as determined by the organization), the PIN or Password option becomes unavailable for this clock out and
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another verification method
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must be selected. The PIN or password option will be available again for
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the next shift.
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Click Submit
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Click Confirm
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to validate PIN or password
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E-Signature
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Click E-Signature
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Hand the device to the client or authorized representative
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to draw their
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signature on the screen
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If
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the client approves their signature
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click Save
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If
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the client would like to try again
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click Clear.
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They can repeat this as many times as they wish until they are happy with their signature.
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Once the signature is saved, click Confirm to validate Signature.
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Picture
Click Picture.
The camera on your device will turn on.
Click the Check icon to take the picture.
To retake the picture click the Refresh icon.
To cancel taking a picture click the X icon.
Click Confirm to validate the picture.
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Voice
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Click Voice
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Allow DCI EVV to record audio by clicking While using the app
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The Voice Verification window will open
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This process can be repeated if necessary.
Click Confirm to validate signature
Click Confirm Clock Out
Picture
Click Picture
Device camera will open
Click the Camera icon to take the picture
Click Check icon to accept picture
Click Refresh icon to retake picture
Click X icon to delete picture
Click Confirm to validate picture
Voice
Click Voice
Optionally, if device requires, allow app to record audio by selecting While using the app
Voice verification window will open
Click the Red Play button at the bottom of the page to start voice recording
A computer voice will recite a phrase for the client to repeat
Hand the device to the client
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to record the verification message in their voice
Click
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the Red Stop button at the bottom of the page again to stop voice recording
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Click Save
Click Confirm to validate voice recording
Portal Signoff
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Click Portal Sign Off
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Click Confirm
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- If the
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client is not present, willing or able to complete one of the real-time
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signoff options, then
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portal signoff may be an option
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. The signoff process is not complete until the
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client or
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client employer representative logs in and
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approves the
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punch in the
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web portal.
Click Portal Signoff
Click Confirm
Add
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Once EVV verification has been completed, you are able to add notes and attachments from your visit.
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Notes and/or Attachments (optional based on organization requirements)
Add notes functionality works using device keyboard. If talk-to-text is enabled as an option on
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the mobile device,
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microphone feature may be used to enter
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notes by
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Click Confirm Clock Out.
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speaking.
Entering notes is Optional, follow your organization’s requirements regarding note taking.
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Add Attachment is an Optional field that allows you to take a picture and add it to the note. This is optional as well.
Add attachment allows a picture to be taken and added to the note
Click Confirm Clock Out
Shift details will be displayed. Click Home to return to the dashboard.
Client Transportation
Client Transportation
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Employees are required to track this so that they can be reimbursed for those miles if mileage is included in the individual service plan.
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Not all programs offer client transportation, this is an optional clock in process for programs with this option enabled.
Clock In with Client Transportation Enabled
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Open the application.
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Login to your personal profile.
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Click the blue Clock In button on the Dashboard.
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may only be used in conjunction with an hourly service account
It is used to track billable and non-billable service called mileage, which may be payable or non-payable.
Clock In and Use Client Transportation
Log in to the DCI EVV app
Click Clock In
If the Continue to Clock Out button is displayed instead of Clock In, this means the user did not clock out of their last shift and needs to complete the clock out process before clocking in again.
Complete the Clock In screen
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Client - If
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only one client the field will auto populate. If more than one client, click the field to select the appropriate client then click OK to confirm.
Service Code -
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Cost Center - Cost Center will be filled out automatically. There is no action to take here.
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Click the Continue button.
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Click Start Client Transportation.
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If only one service code the field will auto populate. If more than one service code, click the field to select the appropriate service code then click OK to confirm.
Cost Center - Cost center will auto populate
Click Continue
Click Start Client Transportation
Optionally, based on device, click Confirm to acknowledge that tracking client transportation may impact battery life.
If
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NOTE: You may be asked to allow DCI to use the device location as stated previously.
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prompted, click Allow Only While Using the App
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.
Click Continue
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Click Confirm
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to allow
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device to generate
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location.
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Google
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Map location will display
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.
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Click Confirm
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to validate
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the map location
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.
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The mileage is now being recorded as
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driving begins.
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Click End when you have arrived at your destination.
Ending Client Transportation is a similar process to starting it. You must go through the confirmation steps to confirm your ending location.
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Click Confirm to confirm the ending location.
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Click Confirm to allow your device to generate your location.
This feature is integrated with Google Maps, so you will see your Google Map location display on the screen.
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Click Confirm to validate that the map location is correct and the client transportation process is now complete. You can close or log off of your mobile app.
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When making multiple stops, end client transportation at each destination and start it again when driving to the next location. This is important to ensure accurate mileage.
Click End when arrived at destination
Click Confirm to confirm the ending location
Click Confirm to allow device to generate location. Google Map location will display.
Click Confirm to validate the map location. The client transportation process is now complete.
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