Non-Time and Attendance Overview

Please refer to the attached video tutorial for detailed information on the Non Time and Attendance features of the Dial-N-Document system

Topics Covered Include:

Standard Time and Attendance Visit:

• Typically if a caregiver will be calling in from a client's phone or Validator device then your Dial-N-Document system is set up in a Time and Attendance fashion, and will automatically time stamp when a visit was started and completed

Non Time and Attendance Visit:

• If your caregivers will encounter scenarios where a client phone or Validator device will not be available then you can setup Call Plans that will require the caregiver to enter a unique ID to identify the client and disable the computer time stamps, which then the system will prompt the caller to manually enter the date and time

Notes on Non-Time and Attendance Visits:

• Non-Time and Attendance calls should be made after the entire visit is complete
• The caller will be asked to enter the times and dates for the Start and End of the visit on the same call
• The times and dates of they enter must have already occurred
  • The caller can not enter a Start or End time that is in the future

Non-EVV Reports:

• Non-EVV Incomplete Visits, Non-EVV Started Visits, and Non-EVV Completed Visits apply to Non-TA vists only
• Check out the Reports Overview for more information on the Reports section

Steps required to setup Non Time and Attendance visits in the Dial-N-Document system:

1. Insert the appropriate clients into the "Non-TA" client group
2. Create a new Call Plan or open an existing call plan that's associated with the Non-TA group
3. Enable the appropriate authentication options within the Call Plan
4. Create a Documentation Plan for the Call Plan

Step 1:

• Navigate to Admin>Client Groups>Add/Remove Groups by Client
• Select Non-TA from the Groups section
• Pick the Clients that you want to add to the Non-TA group, and click "Add" to add them to that group

Step 2:

• Navigate to the Admin>Call Plans tab
• Select New Client Group Plan and name the plan anything you like
• Add the Non-TA client group to the call plan and complete the rest of the Call Plan creation process

Step 3:

• Within the Customize Client Authentication section of the Call Plan creation, check two things:

Enable Client ID Code

• Requires the caller to enter the Clients ID code to identify the client for the telephony visit
• This code is typically the clients record number that is assigned in your payroll, billing, and scheduling software

Disable Computer Timestamps

• This will disable the system from automatically timestamping the visit and will prompt the caller to enter the date and time manually

Step 4:

• Navigate to the Admin>Documentation Plans tab
• Select the call plan that you created for the Non-TA group and select "Add New" on the top of the Active Doc Plans box
• Fill out the Documentation Creation form as needed and click Finish to save your work
• Watch the Documentation Plans tutorial for more information