Reports Overview

Topics Covered Include:

• Your payroll, billing, and scheduling software may have some reports for your telephony visits, but the Dial-N-Document software will allow you to run telephony specific reports on all the data collected by your Dial-N-Document system
• Reports tab is selected by default when you open up the Dial-N-Document system
• The first seven tabs are used to set the filters for the report that you want to run
• Choose report tab lets you choose which report you want to run based on the filters you set

Clients Tab:

• Where you can search for and select specific clients that you want to be included in your report
  • Important Note on the Show All checkbox:
    • Will show clients that are "inactive" or discharged when checked
    • Will hide the inactive clients when it is not checked (default)
• For most reports, if you don't select any clients, then the reports you run will include ALL active clients

Codes Tab:

• Used if you want to run a report by a specific code
• May be used if you want to perform an internal documentation quality check

Date Range Tab:

• Allows you set a date range for the reports you want to run
• If you don't set a date range, it will default to today's date
• If you try to run a report for an extended date range that contains a large amount of data, you may find that the system will time our befre displaying the report
  • To alleviate reports timing out:
    • Choose more specific clients for the report
    • Narrow the date range

Discipline Types Tab:

• Used to filter your reports by a specific type of discipline

Employees Tab:

• Used to filter report by specific employees
  • Important Note on the Show All checkbox:
    • Will show employees that are "inactive" when checked
    • Will hide the inactive employees when it is not checked (default)

Episode Types Tab:

• Will let you filter your report results based on your various service lines

Visit ID Tab:

• Each visit is automatically assigned a Visit ID by the Dial-N-Document system
• If you know the visit ID, you can enter it here to filter the results accordingly
• Note for HIPAA compliance, the Visit ID is a great way to communicate via e-mail (or other non-secure means of communication) about a specific visit without disclosing sensitive client information

Choose Reports Tab:

• Hovering your mouse over any of the reports will display a tooltip that explains what each report is used for
• Reports that are grayed-out means that those reports are not available with your payroll, billing, and scheduling software
• Non-EVV Reports consist of:
  • Reports where Dial-N-Document cannot verify that the caregiver was at the client location because the caregiver used a unique client ID when documenting the visit to indicate the client
  • A Non-Time and Attendance Visit, so the times and dates of the visit were manually entered by the caller instead of being auto-collected by the system
  • Any of these types of variances are only possible if you allow them
  • Learn more about these features in the Call Plans Overview

Visit Reports:

Exception Reports:

• Reports regarding incomplete visits

Non-Exception Reports:

• Pertain to completed visits

Archived Reports:

• Only used if you want to run reports from a legacy version of Dial-N-Document
• If selected, you will be taken to the log-in screen of the legacy version
• Log-in with your credentials for the old site and run your reports from there

Broadcast Reports:

• Used to run reports for broadcast messages that you have scheduled
• See Broadcast Messaging Overview for more details

Exception Reports:

• Shows a report for employees that did not listen to a broadcast message

Non-Exception Reports:

• Shows a report for employees that did listen to a broadcast message
• Also a report for all text messages that have been sent

Call Reports:

• Will provide you with information about the activities that happened during a call
• Note that these reports do not provide visit information, only information regarding the phone call

Misc Reports:

Validators:

• Report that shows all Validators that are in use and who they are assigned to
• Does not require filters for this report

Phone Numbers:

• Shows all phone numbers assigned to any clients that you have filtered
• True means that the phone number is active
• False means that the phone number was once assigned to the client, but is no longer active
  • Example - When the clients phone number has changed

Episodes:

• Shows the different episodes or service lines based by client based on any clients you've filtered

Disciplines:

• Shows the disciplines for any of the employees that you have filtered