IP Library Granted Patent US 12,045,896
Granted Patent B2
US 12,045,896 · App. 17/702,572 · Granted Jul 23, 2024

Automated time entries utilizing automated time capture

Inventors: John Brian Forbes (Dallas, TX); Robert Matthew Joyner (Dallas, TX)
Assignee: CENTERBASE, LLC
G06Q40/125
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Quick Facts
Patent No.
US 12,045,896
App. No.
17/702,572
Granted
Jul 23, 2024
Kind
B2
Abstract

Apparatus and methods for generating automated time entries utilizing automated time capture. In an exemplary method, a duration of a communication session between a timekeeper operating a first communication device and a client operating a second communication device is determined in response to a termination of the communication session. The duration is determined by automated time capture without further input from the timekeeper. An automated time entry is generated upon termination of the communication session. The automated time entry identifies the timekeeper, the client, a date of the communication session, and the duration. A list of automated time entries is generated for review by the timekeeper. The list of automated time entries is provided to the timekeeper on one or more computing devices that includes the first communication device.

Claims (45)

1. A method for generating automated time entries utilizing automated time capture, the method comprising:

receiving, at a user interface executing on a first communication device, a request from a timekeeper to initiate a communication session between the first communication device and a second communication device;

receiving, at a timekeeper server communicatively coupled to the first communication device, the request to initiate a communication session, wherein the request comprises identification information associated with the second communication device;

responsive to a termination of the communication session between the timekeeper operating the first communication device and a client operating the second communication device, determining, by the user interface, a duration of the communication session by automated time capture without further input from the timekeeper;

receiving, at the timekeeper server from the user interface, information regarding the communication session, including the duration of the communication session;

generating, by the timekeeper server and based on the received information, an automated time entry upon termination of the communication session, wherein the automated time entry identifies the timekeeper, the client, a date of the communication session, and the duration; and

generating, by the timekeeper server, a list of automated time entries for review by the timekeeper, wherein the list of automated time entries is provided to the timekeeper via the user interface on the first communication device.

2. The method of claim 1 , wherein the duration of the communication session is determined by an amount of time elapsed during the communication session.

3. The method of claim 1 , wherein the duration of the communication session is determined by a predetermined amount of time assigned based on the type of the communication session.

4. The method of claim 1 , wherein the method further comprises:

receiving a request for establishing the communication session between the first communication device and the second communication device, wherein the request for establishing the communication is generated from the first communication device via a practice management application accessible to the timekeeper on the first communication device.

5. The method of claim 4 , wherein the practice management application is a downloadable application hosted on the first communication device.

6. The method of claim 4 , wherein the practice management application is hosted remotely from the first communication device and the second communication device and accessed via an Internet browser.

7. The method of claim 1 , wherein the method further comprises:

receiving a request for establishing the communication session between the first communication device and the second communication device, wherein the request for establishing the communication is received from the second communication device; and

forwarding the request to the first communication device for acceptance by the timekeeper, wherein acceptance of the request establishes the communication session.

8. An apparatus for generating automated time entries utilizing automated time capture, the apparatus comprising:

a communications interface, executing on a first communication device operated by a timekeeper, that receives data from a network, the communications interface configured to receive a request from the timekeeper to initiate a communication session between the first communication device and a second communication device;

memory, at a timekeeper server, storing instructions for generating the automated time entries based on the communication session between the first communication device and the second communication device; and

a processor, at the timekeeper server, communicatively coupled via the network with the communications interface, and wherein the processor executes the instructions to:

receive the request to initiate the communication session, wherein the request comprises identification information associated with the second communication device;

determine, in response to a termination of the communication session, a duration of the communication session by automated time capture without further input from the timekeeper;

generate an automated time entry upon termination of the communication session, wherein the automated time entry identifies the timekeeper, the client, a date of the communication session, and the duration; and

generate a list of billable time entries for review by the timekeeper, wherein the list of billable time entries is provided to the timekeeper on one or more computing devices that includes the first communication device.

9. The apparatus of claim 8 , wherein the instructions for determining the duration of the communication session includes further instructions to determine the duration of the communication session based on an amount of time elapsed during the communication session.

10. The apparatus of claim 8 , wherein the instructions for determining the duration of the communication session includes further instructions to determine the duration of the communication session based on a predetermined amount of time assigned based on the type of the communication session.

11. The apparatus of claim 8 , wherein the processor executes the instructions to:

receive, from the first communication device, a request for establishing the communication session between the first communication device and the second communication device, wherein the request for establishing the communication is generated at a practice management application available to the timekeeper on the first communication device.

12. The apparatus of claim 11 , wherein the practice management application is a downloadable application hosted on the first communication device.

13. The apparatus of claim 4 , wherein the practice management application is hosted remotely from the first communication device and the second communication device and accessed via an Internet browser.

14. The apparatus of claim 9 , wherein the processor executes the instructions to:

receive, from the second communication device, a request for establishing the communication session between the first communication device and the second communication device; and

forward the request to the first communication device for acceptance by the timekeeper, wherein acceptance of the request establishes the communication session.

15. A method for generating automated time entries utilizing automated time capture, the method comprising:

providing, to a timekeeper operating a first communication device, a user interface (UI) for establishing a communication session with a client operating a second communication device;

receiving, at the user interface, a request to initiate the communication session between the first communication device and the second communication device;

receiving, at a timekeeper server communicatively coupled to the first communication device, the request to initiate the communication session, wherein the request comprises identification information associated with the second communication device and the client operating the second communication device;

exchanging, with the user interface, data with the second communication device during the communication session, wherein a duration of the communication session is determined by automated time capture by the user interface without further input from the timekeeper;

receiving, at the timekeeper server from the user interface, information regarding the communication session, including the duration of the communication session; and

providing, by the timekeeper server to the user interface and based on the received information, a list of billable time entries for review by the timekeeper, wherein the list includes an automated time entry based on the communication session between the first communication device and the second communication device, and wherein the automated time entry identifies the timekeeper, the client, a date, and the duration of the interaction.

16. The method of claim 15 , wherein the request is received on a practice management application available to the timekeeper on the first communication device.

17. The method of claim 16 , wherein the practice management application is a downloadable application hosted on the first communication device.

18. The method of claim 16 , wherein the practice management application is hosted remotely from the first communication device and the second communication device and accessed via an Internet browser.

19. The method of claim 15 , wherein the request to initiate the communication session is received in response to a request to initiate the communication session generated at the second communication device.

20. The method of claim 15 , wherein the data exchanged between the first communication device and the second communication device is passed through the timekeeper server, and wherein the timekeeper server identifies communication information for generating the automated time entries from the data.

Assignments (2)
SECURITY INTEREST Recorded Jul 15, 2024
From: CENTERBASE, LLC
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 067989/0561 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 23, 2022
From: FORBES, JOHN BRIAN; JOYNER, ROBERT MATTHEW
To: CENTERBASE, LLC
Reel/Frame 059381/0916 →
Continuity (1)
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