...
If the funding source of the entry has the setting "Approve Unverified EVV" set to No, the picture, signature, or voice recording must be approved before auto approval runs or the entry will fail auto approval and remain in a pending status.
If Approve Unverified EVV is set to No for Picture, and there is no picture on the client profile, the system will not approve (auto approval fails) and will not allow the user to approve the entry. The message “This punch cannot be accepted because EVV verifications have not been verified” displays followed by the user being unable to approve the EVV picture verification. The message “No picture on client profile exists for comparison and approval” displays.
If Approve Unverified EVV is set to Yes for Picture, and there is no picture on the client profile, the system will allow auto approval or the user to approve the entry.
The funding source setting Enable Auto Approval Vendor Payment (FI Mode only) allows users to determine if vendor payments should flow through the auto approval process.
If Yes is selected, the Require Employer Sign-Off setting becomes visible.
When Require Employer Sign-Off is set to Yes, Auto Approval of vendor payment entries requires Employer Sign-Off when the service code setting for Employer Sign-Off is enabled.
The funding source setting Enable Auto Approval Reimbursements (FI Mode only) allows users to determine if reimbursements should flow through the auto approval process.
If Yes is selected, entries will always pass.
*Please note: There is an additional Auto Approval setting for manual entry check. This validation checks to see if an entry was made in real-time or was entered manually (not verified in real time). Please see the Manual Entry Check section below to learn more.
...
Day Programs (Employee Punch entries only)
Vendor (FI Mode only)
Available Criteria for Auto Approval
...
Does the punch entry have completed client verification? (Hourly Only)
Did the Employer sign off on the vendor payment if required? (FI Mode, Vendor Only)
What does completed verification mean?
...
All other entries are considered manual entries and fail the check. These entries are flagged for review and indicated by the red eye icon in the Needs Review column on the Pending Entries page. Supporting text when hovering over the eye icon states “Manual Entry.”
*Please note: This feature is always active, regardless of Auto Approval settings, including when Auto Approval is disabled and/or the Manual Entry check is disabled.
*Please note: Auto Approval is managed based on the organization's configuration settings. If interested in this feature, please submit a DCI support ticket to get started.
...