Caregiver is Not Asked to Document Task Codes

If your caregivers are not being asked for the task codes on the end call, this means that a Call or Doc is not set up for the client.  If there is no specific call plan or Doc plan associated with a particular patient, the system will revert to using the default Call Plan for the call.  The default Call plan will likely have no Documentation Plan associated with it, or will have a minumal default plan set up depending on how your company is using the system.

Call and Doc. plans are typically sent over through our partner's software, so this is the first place to check to assure that the configuration is set up correctly.  You can verify that the setup is correct by logging into the D-N-D website and looking up the Doc. plan that is associated with the patient that is not having the prompts played.  If a Doc. plan does not exist, the partner's software is not configured for that patient.

Note that the first place to check to make sure that the Patient is set up correctly is to make sure that they are set up as an "active" client in the partner's software.

If you are using the D-N-D system to configure your Call and Doc Plans, you will need to set them up and configure them manually.  Please refer to the training materials for details on settin these plans up.