Phone Log

Accessed by:  Clicking the Phone Log button on the patient list or patient edit screen.

Use this screen to track all calls that deal with a particular patient. Calls made to the patient, their physician, insurance company, etc. can all be documented here.

• If any calls are on file, they will be listed in the grid. To edit a call, double-click on it in the list or select it by clicking on it once and then clicking the 'Edit Call' button. To add a new call, click the 'New Call' button. The 'Delete Call' button will delete a call from the list.
• Use the print button to print the list out as it appears in the grid. There is no print preview for this report.
• Editing or adding a new call will produce the screen below:

 

• The user field will be poplulated automatically based on the user currently logged in.
• The date will default to the cureent date but can also be modified.
• The facility will default to the current facility a user is logged in to but can be changed.
• Select a call reason from the list. More reasons can be added to the drop down list through Master Lists.
• Enter a call note for the log.
• If a call back is necessary, enter a Call Back Date. By entering a Call Back Date, the call will appear in the Call Back List for that day.