Mobile App - Other (Punch) Entries

Description: In this topic, the user will learn how to enter a punch for Other Entries on the DCI Mobile App.

Other Entries are not entered in real time. They are historical entries created after the service or time has taken place.

Users with an active service account for any of the following may record these entry types:

• Client Transportation

• Hourly

• Mileage

  • To enable this feature for Client Transportation, Hourly, and Mileage, submit a DCI support ticket.

• Vacation

• Sick

• PTO

• Training

• Admin (Administration)

• Group Service

• Parenting Program

Role Required: Employee (base user)

Permission Required: N/A

Mobile App - Create Other (Punch) Entries (Vacation, Sick, PTO, Training, Administration, Group Service, Parenting Program)

1. Open the DCI Mobile EVV app

2. Log in to personal profile

3. Click the blue Other Entries button on the dashboard

4. Click Account Type and select the account type from the drop-down

   1. Please note: The user must have an active service account for it to be listed in the drop-down

   2. For account types Vacation, Sick, and PTO:

      1. Proceed to step 5

   3. For account type Training:

      1. Click the Cost Center field

      2. Type and select the cost center

      3. Proceed to step 5

   4. For account type Administration:

      1. Click the Activity field

      2. Type and select the activity

      3. Click the Cost Center field

      4. Type and select the cost center

      5. Proceed to step 5

   5. For account types Group Service and Parenting Program:

      1. Select the Parenting Program Name or Group Service Name field

      2. Type and select the parenting program or group service 

      3. Proceed to step 5

5. Click the Month, Day, and Year fields to update the Service Date.

6. Click the Hour, Minute, and AM/PM fields to update the In Time and Out Time fields.

7. Click the Add Notes for Punch field to enter notes (optional - based on organizational requirements)

8. Click Add Attachment to open the device camera and include an attachment (optional - based on organizational requirements)

9. Click Save

Mobile App - Create Historical Hourly Entry

1. Open the DCI Mobile EVV app

2. Log in to personal profile

3. Click blue Other Entries button on the dashboard

4. Select Hourly from the Account Type dropdown

5. Click the Client field

   1. Type and select the client's name

6. Click the Service Code field

   1. Select the service code

7. Click the Month, Day, and Year fields to update the Service Date.

8. Click the Hour, Minute, and AM/PM fields to update the Check In and Check Out fields.

9. In the EVV Method field, click the Select Method dropdown.

   1. Select Portal Sign Off or Secure FOB (options dependent on settings)

      1. If Secure FOB is selected:

         1. Enter Start Token

            1. The token is the 6-digit code from the FOB that was previously recorded

      2. Enter End Token

         1. The token is the 6-digit code from the FOB that was previously recorded

10. Click Clock In EVV Location to select from the dropdown (required based on organization)

11. Click Clock Out EVV Location to select from the dropdown (required based on organization)

12. In the Add Reason Codes field, click the Select Reason dropdown (required based on organization). The organization may require a reason code when adding historical entries to explain why the punch was not completed using an EVV compliant method of entry in real-time.

    1. Select the reason code(s) from the drop-down menu. More than one may be selected. Click the X to deselect a reason code.

    2. Click the Add Reason Code Notes field to add a reason code note to support the selected reason code(s) (required based on organization)

    3. Click the Diagnostic Code field to select the ICD-10 code (based on organization)

    4. Click the Add Notes for Punch field to enter notes (optional - based on organizational requirements)

    5. Click Add Attachment to open the device camera and include an attachment (optional - based on organizational requirements)

    6. Click Statements to select the canned statement(s) for the shift (required based on organization)

       1. A canned statement is an acknowledgment for an employee to select when entering punches. If added to a service code, an employee must select at least one canned statement per shift.

13. Click the blue Save button

    1. If the punch errors when attempting to save, the user may not have an account for that type of punch, or there may not be an active authorization for the client selected. 

Mobile app historical entries require the client or authorized client representative to sign off on (approve) an entry/entries to verify service provided.

Mobile App - Create Historical Client Transportation Entry

1. Open the DCI Mobile EVV app

2. Log in to personal profile

3. Click blue Other Entries button on the dashboard

4. Select Client Transportation from the Account Type dropdown

5. Click the Client field

   1. Type and select the client's name

6. Click the Service Code field

   1. Select the service code

7. Click the Month, Day, and Year fields to update the Service Date.

8. In the EVV Method field, click the Select Method dropdown.

   1. Select Portal Sign Off or Secure FOB (options dependent on settings)

      1. If Secure FOB is selected:

         1. Enter Start Token

            1. The token is the 6-digit code from the FOB that was previously recorded

      2. Enter End Token

         1. The token is the 6-digit code from the FOB that was previously recorded

9. Click the Start Odometer Reading to enter the true starting odometer reading

   1. Some programs allow the starting odometer to be 0

10. Click the End Odometer Reading to enter the true ending odometer reading

    1. Some programs allow this to be the number of miles driven

11. The amount of miles driven displays in the Calculated No. of Miles field

12. Click the Diagnostic Code field to select the ICD-10 code (based on organization)

13. Click the Add Notes for Punch field to enter notes (optional - based on organizational requirements)

14. Click Add Attachment to open the device camera and include an attachment (optional - based on organizational requirements)

15. Click the blue Save button

    1. If the punch errors when attempting to save, the user may not have an account for that type of punch, or there may not be an active authorization for the client selected. 

Mobile app historical entries require the client or authorized client representative to sign off on (approve) an entry/entries to verify service provided.

Mobile App - Create Historical Mileage Entry

1. Open the DCI Mobile EVV app

2. Log in to personal profile

3. Click blue Other Entries button on the dashboard

4. Select Mileage from the Account Type dropdown

5. Click the Cost Center field

   1. Select the cost center

6. Click the Month, Day, and Year fields to update the Service Date.

7. Click the Start Odometer Reading to enter the true starting odometer reading

   1. Some programs allow the starting odometer to be 0

8. Click the End Odometer Reading to enter the true ending odometer reading

   1. Some programs allow this to be the number of miles driven

9. The amount of miles driven displays in the Calculated No. of Miles field

10. Click the Add Notes for Punch field to enter notes (optional - based on organizational requirements)

11. Click Add Attachment to open the device camera and include an attachment (optional - based on organizational requirements)

12. Click the blue Save button

    1. If the punch errors when attempting to save, the user may not have an account for that type of punch, or there may not be an active authorization for the client selected. 

Mobile app historical entries require the client or authorized client representative to sign off on (approve) an entry/entries to verify service provided.

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