Enter a Punch with EVV Location
- Susannah Bear Garlid (Unlicensed)
- Stephanie Smith
- Kristen Ziegler
Description: In this topic, the user will learn about EVV Locations and how to enter a punch via the mobile app or web portal.
The EVV Locations functionality is a way to specify and record approved work locations per Electronic Visit Verification requirements
The EVV Location drop-down will appear on the punch entry form at clock in and clock out if the client profile has at least one active EVV location. If a primary location has been selected for the client, it will be automatically selected at clock in and at clock out.
If the EVV location is required and is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.
The supervisor or employer will create approved work locations prior to the user entering a shift
These work locations will appear in the EVV Locations drop-down field on the punch entry form
Select the location where service was provided for clock in and clock out
Role Required: Employee (base user)
Permission Required: N/A
EVV Location drop-down may appear on the following punches:
Hourly punches - If the client profile has at least one active EVV location
On the punch entry form via Web Portal, Mobile Web, Mobile App, or Phone EVV/IVR
Listed as Clock In EVV Location and/or Clock Out EVV Location
Upon Clock In and/or Clock Out via Mobile App
Residential program attendance entries
Day program attendance entries
Parenting program attendance entries
Group service punches Clock In and Clock Out
Clock In with EVV Location on the Mobile App
Open the DCI app
Log in to personal profile
Click the blue Clock In button on the dashboard
The Clock In button will not display if there is an open shift
If the Continue to Clock Out button is displayed this means the user did not clock out of the last shift and must clock out before clocking in again
Complete Clock In
Client - If the user has only one Client, this field will auto-populate. If the user has more than one Client, they must click on the field to select the client from the list.
Service Code - If the user has only one Service Code, this field will auto-populate. If the user has more than one Service Code, they must click on the field to select the service code from the list.
Cost Center - Cost Center will auto-populate
Click Continue
Select the EVV location from the drop-down in the pop-up box and click Ok
If it is required and not selected, an alert will populate stating "EVV Locations are required for this account. Select a location to continue."
If a primary location has been selected for the client, it will be automatically selected.
Click Confirm Clock In to complete the clock in process
The screen will display a summary of the clock in, including the authorization remaining balance if enabled.
Clock Out with EVV Location on the Mobile App
Open the DCI app
Log in to personal profile
Click the blue Continue to Clockout button
Click Confirm
Select the EVV location from the drop-down in the pop-up box and click Ok
If it is required and not selected, an alert will populate stating "EVV Locations are required for this account. Select a location to continue."
IF a primary location has been selected for the client, it will be automatically selected.
Select the Client Verification Method, complete verification, and click Submit.
Options are determined by the organization but may include Client PIN or Password, E-Signature, Picture, FOB, Voice, and Portal Sign-Off.
Click Confirm
Add optional notes or attachments
Follow the organization’s requirements regarding notes
Add Attachment allows the user to take a picture and add it to the note
Click Confirm Clock Out
The shift details will be displayed. Click Home to return to the Dashboard.
Enter a Punch with EVV Location in the Web Portal
Log in to personal profile
Click the blue Add Entry button on the Dashboard
Complete the Add New Entry form wizard
Entry Type: Punch is the default but other options may be available based upon the organization
Employee Name: Prefilled with name of the employee logged into the system. This field is not editable.
Account Type: Available options will depend upon authorizations
Client: Enter the client's name and then select it from the list
Service Code: The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered.
Service Date: The date the service took place
Remaining Balance: This is specific to the client and appears after the name is selected. It shows how many hours or units are remaining on the authorization if this is enabled for the organization.
Check In/Check Out: Enter the clock in/clock out times
EVV Method: The options include Portal Signoff or FOB if enabled for the organization
Clock in EVV Location: Select the location where the service was performed. There may be one or more options available depending on the client.
If it is required and not selected, an alert will populate when attempting to save stating "This field is required."
If a primary location has been selected for the client, it will be automatically selected.
Clock out EVV Location: Select the location where the service was performed. There may be one or more options available depending on the client.
If it is required and not selected, an alert will populate when attempting to save stating "This field is required."
If a primary location has been selected for the client, it will be automatically selected.
Check Out Date: This field is tied to the service and cannot be edited
Diagnostic Code: Enter ICD-10 code (optional)
Notes: Enter notes per the organization’s requirements (optional)
Attachment: Select to attach a file (optional). Examples include receipts, photos, etc.
Click Save to continue and Yes to confirm
Related articles