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Client Transportation Mobile App & Web Portal Entries

Migration Agent
Updated

Description: In this topic, the user will learn about the client transportation account type. Client transportation is used when the employee drives a client (while on the clock for an hourly shift) and needs to track those miles specific to the client and the authorization (budget). Punch entries can be entered in real-time in the mobile app or historically in the web portal.

*Please note: When entering a punch entry for mileage in the mobile app for multiple stops, follow the steps below for each stop. If the Start Client Transportation and the End Client Transportation are not clicked for each stop, the mileage is miscalculated, as the app does not calculate round-trip mileage.

Role Required: Employee

 

Mobile App Entry with Client Transportation

To Clock In on the Mobile App

  1. Log in to the app                   
  2. Click the blue Clock In button
  3. Select the Client's Name
  4. Select the Service Code
  5. Click the blue Continue button 
  6. Select the EVV Location (only visible if required by the program)
  7. Click the blue Confirm Clock In button

Begin working your shift! You can log out of the app.

To Create a Client Transportation Entry in the Mobile App

*Please note: Start Client Transportation and End Client Transportation for each stop. The app does not calculate round-trip mileage.

  1. Click Start Client Transportation
  2. Select the service code Client Transportation from the drop-down and click Ok
  3. Click Continue      
  4. Click Confirm to acknowledge the alert: "Please select your Client Transportation start location for accurate map route." This feature is integrated with Google Maps, and the current Google Map location displays.
  5. Click Confirm to validate the location. Mileage is now being recorded as driving begins. The starting location is marked on the map with a pinpoint labeled A. The mileage is now being recorded from the confirmed location.
  6. Click End when arrived at the destination

  7. Click Confirm to acknowledge the Alert - "Are you sure you want to End Client Transportation?"

  8. Click Confirm to acknowledge the Alert, "Please select your Client Transportation end location for accurate map route." This feature is integrated with Google Maps, and the Google Map location displays.

  9. Click Confirm to validate the map location. The ending location is marked on the map with a pinpoint labeled B.
  10. The Client Transportation entry states "The drive session was ended here. You have driven ___ miles in ___ minutes." It displays: Estimated mileage (miles driven), Estimated Travel Time (minutes), Recaps Client, Recaps Service Account

The client transportation entry process is now complete. Repeat the steps for each stop.

Client Transportation 1-5.png

Client Transportation 6-10.png

To Clock Out on the Mobile App

At the end of your shift, use the app to clock out.

  1. Log in to the app
  2. Click the blue Continue to Clockout button
  3. Click Confirm
  4. Select the EVV Location (only visible if required by the program)
  5. Choose one verification method (only visible if required by the program):
    1. Client PIN or Password (hand the Client/Employer the phone to enter this)
    2. Picture (of the Client; use if directed by your employer as set up is required)
    3. Portal Signoff (for the Employer to approve at a later time on the DCI Portal)
    4. E-Signature (hand the Client/Employer the phone to enter this)
    5. Voice (hand the Client the phone to enter to record)
  6. Select tasks that were completed during the shift (only visible if required by the program)
  7. Click the blue Confirm Clock Out button

Congratulations, your shift has been entered!

Enter a Client Transportation Punch in the Web Portal

  1. Log in to the DCI web portal
  2. Click the blue Add Entry button on the Dashboard
  3. Complete the Add New Entry form wizard
    1. Entry Type: Punch defaults
    2. Employee Name: Auto-populates the name of the employee logged in
    3. Account Type: Select Client Transportation from the drop-down list
    4. Client: Type and select the client name from the list
    5. Service Code: Click the drop-down and select Client Transportation
    6. Service Date: The date the driving took place. Please ensure that it is within the acceptable date range for the program's timely filing.
    7. Remaining Balance: Authorization remaining balance may be visible as determined by the program
    8. EVV Method: Click the drop-down and select Portal Signoff

    9. Add Reason Codes (required based on program): The program may require a reason code when adding historical entries to explain why the punch was not completed using an EVV-compliant real-time entry method.

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

    10. Add Reason Code Note (required based on program): Add a reason code note to support the selected reason code if required

    11. Starting Odometer Reading: Enter the starting odometer

      1. Some programs allow the starting odometer to be 0

    12. Ending Odometer Reading: Enter the ending odometer

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

    13. Calculated No. of Miles: The system subtracts the Ending Odometer Reading from the Starting Odometer Reading field to total the miles driven for the entry

    14. Notes (optional): Enter notes

    15. Attachment (optional): Click the blue Add Attachment hyperlink to add an attachment

  4. Click Save and Yes to confirm 

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