Documentation Plans-Travel Time Plans

Please see the attached video tutorial on Travel Time within the Documentation Plans of the Dial-N-Document system

Topics Covered Include:

Travel Time Notes:

• You should already have a solid understanding of documentation plans before watching this video
  • Refer to the Documentation Plans Overview for more information

Setting up a Documentation Plan so that your Employee can document Travel Time

• Navigate to Admin>Employee Groups>Add/Remove Groups by Employee
  • Select the Travel Time group from the Groups box
  • Select the Employees that you want to have document their travel time from the Employees Box
  • Click Add
• Navigate to Admin>Documentation Plans
  • Select an active Call Plan
  • Click "Add New" on the top of the Active Doc. Plans box
  • Name the plan anything you like that makes sense, but "Travel Time" is the most commonly used
  • Under the Code Type box, select Travel so that the system knows to select only the prompts associated with travel time
  • For the Mode Type, you can choose Dynamic or Static, but Static is the most common
    • Static will prompt the user to enter their Travel Time
    • If you are unsure about which Mode Type to use, refer to the tutorials on Static and Dynamic Documentation Plans
  • "Start" is the most typical Call Type to use for Travel Time, but the Travel Time documentation can be applied to any Call Type
  • The Optional Plan checkbox is not used to record Travel Time
  • Verify Employee Response can be used with Travel Time so that the system will prompt the caller to verify their response
  • Next, for a Static Plan, choose the codes that you want to document for this plan
    • You will want to order the codes using the Up and Down arrows so that the Departure time is before the Arrival
    • This is how the system expects the information to be presented
    • The system can verify that the arrival time is prior to the start of the visit