Caregiver Does Not Have Clients or Schedules When Logged in to App

If your caregiver is complaining that they can't see their clients, or certain clients when logged into the mobile web app, there are few possible reasons.

1.  Make sure the the client is assigned to the caregiver within the program.  On the Mobile Tab within the Admin. Tab of the Dial-N-Document program, and choose Modify Employee's Client List.  Search for the caregiver, and click on their name once retrieved.  The clients that are assigned to the employee will appear in the Current Clients box.  If the client is not assigned to the caregiver and you do not see it in the Current Client's box, then the client will not appear for the caregiver on the Mobile Web App.  To learn more about assigning the client to the employee, watch the video tutorial in the Mobile Web App section of the Help Center.

2.  Check the Schedules in your scheduling program.

The schedules from your scheduling program determine what clients appear for the caregiver on the app.  If the schedule is inactive or has not transferred, the client will not appear.

3.  The client may be missing an admission type or episode type which is neccesary to document visits.  The admission type/episode type is assigned to the client within your billing/payroll system and then sent to Dial-N-Document.  Within the Report section of Dial-N-Document under Misc. Reports, there is an Episode Report that will show all episodes/admission types tied to the client.  If you select the client and view the Episodes Report, and the client does not appear on the list then you know that the client record is missing the admission type.  You will need to update the client record in your billing/payroll system so that Dial-N-Document will be updated.

4.  The client record could be inactive.  In this case, if the client record should be active, but is not, activate the record within your billing and payroll system to update DND.