Call Plan Overview

Please see the attached video tutorial for a general overview about setting up Call Plans in the Dial-N-Document system

Topics Covered Include:

Purpose of Call Plans:

• Call plans are used to indicate which types of services or features your agency would like to enable for your telephony visits
• With Call Plans you can individualize the services and features for specific employee groups, client groups, or individual clients

 Precautions about modifying Call Plans:

• Modifying or adding Call Plans will directly afect the options available to caregivers clocking in and out on the phone
• Before you make any changes, ensure that you fully understand the changes you are making and have communicated these changes to your staff

Some more details that the video explains:

• Navigating to the Call Plans tab within the Admin Primary Tab
• The use of the Agency Default Plan
• The difference between:
  • Employee Group Plans
  • New Client Plans
  • New Client Group Plans
• Enabling and Disabling a Call Plan
  • How to disable a Call Plan
• What a Dedicated Line means and what features it brings
  • Ability to customize your Greeting and Valediction
  • Staff members will not need to enter their Agency ID when calling in
  • Contact Support for more information
• Employee Authentication
  • Description of the Password Features
    • Duration
    • Expiration Countdown
  • Description of Employee Biometric Voice authentication
    • Creates a print of your employees voice so when they call in they'll be prompted to repeat a series of random numbers to identify themselves
    • Description of Biometric Features
      • Explanation of the Random Checkbox
      • Frequency options explanation
      • Call type drop-down explanation
• Covers the Enable Phone Number Recognition
• Why you use the Enable Client ID Code check-box
  • How this affects the system performance
  • Explains that this feature causes the system not to recognize the physical location of the caregiver
• Briefly touches on The Validator
• Explains the Disable Computer Timestamps Checkbox
  • Non-Time and attendance visits
• Explains the features and benefits of the Enable Client Biometric Voice checkbox
• Enabling Employee and Client Broadcasts
  • See the section on Employee and Client Broadcasts for more information
• Schedule Adherance Options explanation
  • Note that this feature will only work if your scheduling software sens the schedule to Dial-N-Document
• Precautions about Smart Menus
• A detailed explanation of the features and uses of the Enable Multiple Documentation Calls checkbox
  • For employees that work long shifts
  • Allows employees to make multiple documentation calls without clocking out
  • Watch the multiple open visit and calls section for more information
• An explanation of the Enable Multiple Open Visits checkbox
  • Watch the multiple open visit and calls section for more information
• An explanation of the Use Documentation Time checkbox
• An explanation of the Announce Duration checkbox
• How the Multi-Visit call will affect the telephony system