Employer Managing Entries

Suggested Resources:
•Employer Web Portal Guide -https://acumenfiscalagent.zendesk.com/hc/en-us/articles/360034345012-Employer-Portal-Guide
•Business Rule Alerts -https://acumenfiscalagent.zendesk.com/hc/en-us/articles/26156049646349-Business-Rule-Alerts

Approve of Reject Pending Entries in the Web Portal

1. Log in to DCI web portal at acumen.dcisoftware.com
   1. Outreach: outreach.dcisoftware.com
2. Click Home on the main menu
3. Click Pending Entries on the submenu
   1. The number of Pending Entries will display on the submenu in brackets - i.e., Pending Entries (10). This alerts users to pending entries that require attention.
4. Use the filters to search for a pending entry and click Search
5. Locate the punch in the entries table
6. Click A to approve or the red R to reject
   1. Click Yes to confirm
7. Alternatively, click anywhere in the entry row to view the punch detail page
   1. Click Actions
   2. Select Approve or Reject from the drop-down menu
   3. Click Yes to confirm

Manage Pending Entries that Need Review & Verify Picture EVV in the Web Portal

1. Log in to the DCI web portal at acumen.dcisoftware.com
   1. Outreach: outreach.dcisoftware.com
2. Click Home on the main menu
3. Click Pending Entries on the submenu
   1. he number of Pending Entries will display on the submenu in brackets - i.e., Pending Entries (10). This alerts users to pending entries that require attention.
4. If an entry needs review, the Needs Review column will display a gray ? or a red Eye. Hover over the icon to view the violation.
   1. Gray ? – The entry is waiting on action from someone else or a system process. It can be approved without action being taken (i.e., client portal sign-off pending).
   2. Red Eye icon – The employer must review or act on the entry (i.e., EVV verification is required)
5. If the violation is Unverified Picture, click anywhere in the entry row to view the punch detail page
6. Click the Verifications tab.
7. Click the attachment link to open and compare
8. Click A to approve the verification or the red R to reject the verification
   1. *Please note: While the verification has been approved and the issue resolved, the punch must still be approved.
9. Click Actions
10. Choose Approve or Reject from the drop-down menu to approve or reject the entry

Managing Entries in the Mobile App

1. Login to the Mobile App and click the menu icon (three horizontal lines) in the upper-left corner of the screen
2. Select Pending Entries from the submenu
3. Swipe left on the entry to click the blue Approve button on the red Reject button
4. On the pop-up alert window, view the details of the punch and click Confirm to initiate the confirmation process.

OR, from Pending Entries on the submenu:

1. Click a blue entry ID hyperlink to open the entry details and take action
2. Click Action in the upper-right corner
3. Select Reject, Approve, or Add Attachment.
4. On the pop-up alert window, view the details of the punch and click Confirm to initiate the confirmation process.
5. On the pop-up alert window, click Confirm again to complete the confirmation process.

If the action taken was to approve the entry, the status will change to Approved and the entry will be processed for payment.