Dynamic Plan Overview

Please see the attached video tutorial on Dynamic Documentation Plans within the Dial-N-Document system

Topics Covered Include:

Dynamic Documentation Plan Notes:

• Dynamic Documentation Plans are designed so that your callers can manually enter thier documentation by entering codes
• The codes that your callers enter are created by you in your billing and payroll program, and are connected to descriptions that you create
• When using a Dynamic Documentation Plan by itself, meaning not in conjunction with a static plan, the caller will not be prompted for documentation, but can enter any task code that is a valid code in your system
• The system will prompt the call up to three times to enter a task, but if the caller does not enter a task or valid task the visit will be saved regardless of the task was collected
• You should have a good understanding of Documentation Plans before watching this tutorial
  • Please refer to the Documentation Plans Overview for more information

To Create a Dynamic Documentation Plan:

• Navigate to Admin>Documentation Plans
• Select an active Call Plan from the Active Call Plans window and select "Add New" to the right of the Active Doc. Plans window
• The Plan Name can be whatever you like as long as it makes sense to you, and the Code Type can be any selection you like
• The Mode Type has to be set to Dynamic for this tutorial
• The Call Type is typically set to "End", but it can be whatever you choose
• If you want to require that the caller enter at least one code, check the "Require Codes" checkbox
• The Optional Plan checkbox is not used for Dynamic Plans
• If you want the system to restric the caller from entering any task codes that are not within their discipline type, you can check the "Validate against Discipline" checkbox
• If you plan to use this Dynamic Documentation Plan in conjunction with a Static Documentation Plan, you would check the "Validate against Static Doc. Plans" checkbox.  Otherwise, leave this unchecked.
  • This feature is covered in more detail in the Dynamic/Static Documentation Plans Overview
• The checkbox "Verify Employee Response" can be checked when the employee is entering numeric values and you want the system to repeat those entries so that they can be confirmed