DND Admin. Portal Overview

Please see the attached video for a General System Overview.

In this video, you will learn how to:

• Log into your Dial-N-Document Web Application
  • Address of the website
• The Layout of the Application
• Overview of all of the various features

Details include:

• Entering your Agency ID (Supplied to you in your initial training session) into the Customer Code field
• Entering your Access Code, which is a unique ID for each user and can be found in your billing or Primary Medical Records Software
• Entering a Password, which is another unique ID that will be set up by an administrator
  • (See Password Set-Up tutorial for more information)
• Navigating the tabs on the webpage
• Explanation of the Helpful Hints box
• Three Primary Tabs
• Admin Tab
• Where Telephony Call plans and Documentation plans are set up
• Employee and Client Groups are Configured
• Where Passwords and Validator devices are managed
• Explains under the Other tab how you can
  • Modify an Employee Cell Phone Carrier
  • Look up clients by phone number
• Broadcasts Tab
  • Allows you to schedule audio and Text messages
  • Lets you assign:
    • Employees
    • Employee Groups
    • Specific Clients
    • Client Groups
  • Brief explanation of the Scheduler tab
• Reports Tab
  • Explains how the tabs on the top (Client, Codes, Date Range, Discipline Types, Employees, Episode Types, Visit ID) are used as filters to narrow the results of your reports
  • See the Reports Tutorial for more information