Staff Learning Materials Catalog
- orptc_admin
- Soumya Singh
- Lavish Chugh
Guides
Title | Description |
Explains how to view: provider details, consumer details, punch entries and details; running reports; and how to access Help Center materials for those with the Auditor role in OR PTC DCI. | |
Explains authorization management, funding accounts, and service accounts. | |
| Explains fobs, when they are recommended, how to request one for a consumer, and demonstrates linking and unlinking fobs. |
Explains Mainframe changes related to PTC Phase 2A. | |
Explains payroll batches, when they are pulled, and time entry after a payroll batch is emailed to the local office. | |
Demonstrates how to update user profiles in OR PTC DCI. | |
Demonstrates how to troubleshoot questions from providers who cannot claim time or report incorrect pay. | |
Demonstrates how to find, generate, and download reports. | |
Explains auto-approval; how to: determine a provider’s available balance, correct an entry mistake, verify an entry, make entry edits, and work under and overpayments; and historical entries. | |
Demonstrates how to troubleshoot for issues staff may face when reviewing time and mileage entries in OR PTC DCI. | |
| Explains unlinking and relinking and provides resources. |
Demonstrates how users can update their password and PIN; and change security questions, email, phone number, and username in OR PTC DCI. | |
Demonstrates how to use the OR PTC DCI Web Portal. |
Provider and Consumer Materials
Title | Description |
Summarizes the consumer/CER learning materials and resources. | |
Summarizes the provider learning materials and resources. |
Quick Reference Guides (QRGs)
Title | Description |
Demonstrates how to add notes to a provider’s profile in OR PTC DCI. | |
Demonstrates how to use the widget to view authorizations and hours assigned for a consumer and their providers in OR PTC DCI. | |
Explains the business rules used in OR PTC DCI. | |
Guides staff in the management of cases with multiple providers and varying hours as they relate to Mainframe and OR PTC DCI. | |
Explains the steps required when a provider requests payment more than 365 days after providing services. | |
Lists statuses a time entry can have and what actions can be taken by a staff member or provider in OR PTC DCI. | |
Demonstrates how to find a provider’s UniID in Mainframe. | |
Demonstrates how to download an Excel file from OR PTC DCI and upload file to the Google Drive. | |
Explains how to create a real-time entry with the OR PTC DCI Landline option, including what number to call. | |
Explains Mainframe STIQ Screen errors and how to resolve them. | |
Demonstrates how to use the mobile app offline feature. | |
Explains how to troubleshoot mobile app spinning, and how mobile app spinning may be related to Offline Mode. | |
| Explains what action to take when an over or underpayment request is needed. |
Explains how to use the Staff Profile Maintenance form to make staff profile changes in OR PTC DCI. | |
| Demonstrates how to troubleshoot an OR PTC DCI provider login problem such as new profile creation, forgotten password, or locked profile. |
Explains PTC Errors in Mainframe and how to resolve them. | |
| Demonstrates how to create and download the Punch Entry Details Report to find information on entries, hours worked, and miles claimed by a provider. |
Explains how to successfully change the assigned service eligibility branch to create or edit a voucher or ONGO in Mainframe. | |
Lists support resources for staff. | |
Explains how to submit a request to the PTC Support Team. | |
Shows the conversion of minutes in decimal to minutes. |
Online Learning
Title | Description |
Demonstrates how to update user settings. | |
Demonstrates how to reset a forgotten password. |
Staff Tools
Title | Description |
Lists APD transmittals filtered by “PTC.” | |
Utilize the Batch Pull Calendar tool by selecting a date to identify a batch date range of entries to be pulled. | |
Explains new profiles, links, and EVV options and payment troubleshooting. | |
Phase 2A |
Explains Phase 2A Go-Live topics shared with the most up-to-date details.
Answers Phase 2A frequently asked questions.
Explains Phase 2A changes and what is not changing. |
Assists providers in resolving common OR PTC DCI issues and access additional information and resources. | |
Quarterly Recaps | Summarizes PTC staff communications by quarter. |
Explains unlinking and relinking. |
Business Processes
Title | Description |
1.1 Provider Switches During Pay Period - Permanently
| There is a need for a permanent switch in provider(s) during a pay period. |
1.2 Provider Switches During Pay Period - Temporarily
| There is a need for a one-time switch in provider(s) during a pay period. |
Steps to updating an authorization in OR PTC DCI. | |
The process for handling cases that have multiple Providers who have varying hours every pay period. | |
1.5 Ending Authorizations (including Expirations, Terminations, and Unlinking) | A provider is terminated, an authorization ends, or their credentials expire. |
Provider begins working for a Consumer they previously had stopped working for. | |
A new provider needs a profile | |
Provider information must be updated. | |
A new consumer needs a profile in OR PTC DCI. | |
Consumer information must be updated in OR PTC DCI. | |
A long-term care consumer moves to a new branch or program. | |
A fob is returned to the local office. | |
A consumer passed away. | |
CER needs to be added. | |
CER information must be updated. | |
Staff member needs an OR PTC DCI profile to be created, modified, or closed. | |
OR PTC DCI profile must be unlocked. | |
| A mistake has occurred or a consumer/CER disputes an entry. |
Provider has time to turn in past 365 days. | |
How to process under and over payments. |
New User Forms
Title | Description |
Form to request the addition of a new State User, modify the access of a current State User, or deactivate a State User. | |
Form to request the addition of a new Consumer/Provider combination or to deactivate a Consumer/Provider. | |
Form to request the addition or deactivation of a Consumer Employer Representative. |