Merge Calls

When a DCW/Employee calls in for a visit from an unknown recipient number or enters an invalid recipient ID, the call does not link to a scheduled visit in the system. This is why you may see a call in or call out from the same visit dates with the same DCW/Employee, but one or both is missing the recipient's name. In this instance, you can merge the calls to resolve the exception.

  1. From the Visit Maintenance screen, select either the in or out call field.

    From the Visit Maintenance screen, select either the in or out call field.

  2. This takes you to the Call Log screen. If the system detects separate calls that can be merged for a single visit, the Merge Calls tab displays. Select the Merge Calls tab.

    Select the Merge Calls tab.

  3. In the next window a list of calls that are close to the scheduled time display. Select the Radio Button of the call to merge.

    In the next window a list of calls that are close to the scheduled time display. Select the Radio Button of the call to merge.

  4. Select the Reason Code. Then enter a Reason Note, if needed.

  5. Select Save. You are now able to see the updated visit information in the Call Log.