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Mobile App Guide for Employees

Migration Agent
Updated

Description: In this topic, the employee will learn how to use the DCI EVV Mobile App. Learn how to enter a punch entry in the mobile app by clocking in and out in real time. View the step by step instructions in this article, watch the video below for an overview, or download the DCI Mobile App Guide.

Role Required: Employee

 

How to Install/Download the DCI Mobile EVV App

Clock In on the Mobile App

  1. Log in to the DCI EVV app

  2. Click the blue Clock In button on the dashboard

    1. If the Continue to Clock Out button is displayed, this means the user did not clock out of their last shift and must complete the clock out process before clocking in again.

    2. The Clock In button will not display if the user has an open shift

  3. Complete the Clock In page

    1. Client - If there is only one client the field will auto-populate. If the user provides service to more than one client, click on the field and then select the client from the list.

    2. Service Code - If there is only one service code the field will auto-populate. If there is more than one service code, click on the field and then select the service code from the list.

    3. Cost Center - The cost center will auto-populate

  4. Click Continue

  5. A summary box appears with the client and service code. If the information is incorrect, click <Back to edit.

  6. Click Confirm Clock In to complete the clock in process

  7. The user is now clocked in and can log out or close the mobile app until the end of the shift

 

Clock Out on the Mobile App

  1. Log in to the DCI EVV app

  2. Click the blue Continue to Clockout button

  3. Click Confirm

  4. Choose the EVV client attestation method as determined by the program. If not collecting EVV client attestation, skip to step number five. *Choose ONLY ONE EVV (client attestation) option per shift (each clock out)* (allows the client/employer to verify that they received service)

      1. There are five different EVV client attestation options: Client PIN or Password, E-Signature, Picture, Voice, and Portal Signoff. Options are dependent on the program. The following is a brief overview and clock out process  of each option. 

      2. Client PIN or Password

        1. Click Client PIN or Password

        2. Hand the device to the client or authorized representative who enters their PIN or Password and then hands the device back to the user

          1. *Please note: If the client or authorized representative enters their PIN or Password incorrectly too many times, the PIN or Password option becomes unavailable for this clock out and another verification method must be selected. The PIN or password option will be available again for the next shift.

        3. Click Submit

        4. Click Confirm to validate PIN or password

      3. E-Signature

        1. Click E-Signature

        2. Hand the device to the client, employer, or authorized representative to draw their signature on the screen

          1. If the client, employer, or authorized representative approves their signature click Save

          2. If the client, employer, or authorized representative would like to try again click Clear. This process can be repeated if necessary.

        3. Click Confirm to validate signature

        4. Click Confirm Clock Out

      4. Picture

        1. Click Picture

        2. Device camera will open

        3. Click the Camera icon to take the picture of the client/participant

          1. Click Check icon to accept picture

          2. Click Refresh icon to retake picture

          3. Click X icon to delete picture

        4. Click Confirm to validate picture

      5. Voice

        1. Click Voice

        2. Optionally, if device requires, allow app to record audio by selecting While using the app

        3. Voice verification window will open

        4. Click the Red Play button at the bottom of the page to start voice recording

          1. A computer voice will recite a phrase for the client/participant to repeat

          2. Hand the device to the client/participant to record the verification message in their voice

        5. Click the Red Stop button at the bottom of the page again to stop voice recording

        6. Click Save

        7. Click Confirm to validate voice recording

      6. Portal Signoff - If the client/employer is not present, willing or able to complete one of the real-time signoff options, then portal signoff may be an option. The signoff process is not complete until the client or client employer representative logs in and approves the punch in the web portal or mobile app.

        1. Click Portal Signoff

        2. Click Confirm

5.  Add Notes and/or Attachments (optional based on program requirements)

Add notes functionality works using device keyboard. If talk-to-text is enabled as an option on the mobile device, microphone feature may be used to enter notes by speaking.

    1. Add attachment allows a picture to be taken and added to the note

  1. Statements/Tasks - Visible only if required by your program. The entry cannot be saved without selecting one or more.
  2. Click Confirm Clock Out

  3. Shift details will be displayed. Click Home to return to the dashboard

 

 

 

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