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Contents:

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Available Actions by Entry Status

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  1. Log in to DCI with personal profile

  2. Click Home on the main menu

  3. Click Pending Entries onthe submenu

    1. The number of Pending Entries will display on the submenu in brackets - i.e., Pending Entries (10). This alerts users to pending entries that require attention.

  4. Use the filters to search for a pending entry. Search by any of the following:

    1. Date Range

    2. Punch ID

    3. Service Code

    4. Client Name

    5. Employee Name

    6. Cost Center

    7. Account Type

    8. EVV – Can select Yes

    9. Review – Can select Review Needed, or No Review Needed

    10. All Review Reasons – Use the drop‑down menu to multi‑select one or more reasons a punch may need review and filter results accordingly.

  5. Click Search

  6. Locate the punch in the entries table or sort results by clicking on a column header

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  1. Log in to DCI with personal profile

  2. Click Home on the main menu

    1. Note: For Employers, click Employer on the main menu.

  3. Click Pending Entries onthe submenu

    1. The number of Pending Entries will display on the submenu in brackets - i.e., Pending Entries (10). This alerts users to pending entries that require attention.

  4. If an entry needs review, the Needs Review column will display a gray ? or a red Eye

    1. Gray ? – Review the needs review column for the warning. Determine the action to take on the punch.

    2. Red Eye icon – Action is required prior to approving the punch. Review the needs review column.

  5. Choose Review Needed from the drop-down in the Select Review filter to search for pending entries needing review

    1. OR sort all pending entries by clicking on the Needs Review column header so that entries needing review sort to the top

    2. Optionally, use the All Review Reasons filter to select one or more reasons a punch may need review and filter results accordingly.

  6. Hover over the red-eye icon to view the violation

  7. Typical violation examples include a business rule violation, EVV failure, geofencing failed, schedule deviation, or manual entry (non-real time entry).

    1.  *Please note: The Auto Approval Manual Entry Check is always active, regardless of Auto Approval settings, including when Auto Approval is disabled and/or the Manual Entry check is disabled.

  8. Click anywhere in the entry row to view the punch detail page

    1. Optionally, if the punch entry is linked to a Care Note, click the blue Care Note ID hyperlink to view the Care Note Details page. Please note: The Care Note ID column is visible only when Care Management is enabled for the instance.

  9. If the error is Unverified Signature, Picture, or Voice, click the Verifications tab

    1. Click the attachment link to open and compare

    2. Click A to approve the verification or the red R to reject the verification

    3. Please note: While the verification has been approved and the issue resolved, the punch must still be approved.

  10. Schedule deviation errors can simply be approved or rejected

  11. Click Actions

  12. Choose from the following to act and remove the Needs Review flag:

    1. Sign Off

    2. Approve

    3. Reject

    4. Edit Entry

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  1. Log in to the DCI Mobile EVV app with employer profile

  2. Select the three horizontal lines icon (hamburger menu) to open the menu options

  3. Select Entries Requiring Sign Off

    1. Optionally, click the blue Entry ID in the punch row to view punch details.

  4. Select the checkbox on the row of the entry(ies) to be managed

  5. Click Action in the upper right-hand corner

  6. Select an option from the Action pop-up:

    1. Select All

    2. Sign Off

    3. Reject

    4. Unselect All

    5. Cancel

Please note: Super Users and Vendor Admins can approve entries that have not been signed off on by the Employer

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  1. Log in to web portal

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

  4. Use filters to enter parameters and click Search

  5. Clink anywhere in the selected funding source row to view details page

  6. Scroll down and click the Service Code tab

  7. Use filters to locate a specific service code

  8. Click anywhere in the service code row to view details page

  9. Scroll down and click the Business Rules tab to display the business rule table

  10. Select the Accrued Time Entry Business Rule to open the details page

  11. Click Actions

  12. Select Edit Business Rule

  13. Click the Enable Checkbox

  14. Click Save and Yes to confirm

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