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How to record the details of a phone call

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make a record of the details of a phone call in a patient's record

Hebe Lowen avatar
Written by Hebe Lowen
Updated yesterday

Can I make a record of a phone call between the practice and a patient?

If your practice has made or received a phone call with or about a patient, you can record the details of the call in that patient's record.

  • In the 'Correspondence' tab, click 'New Correspondence'.

  • Select 'Log a call' from the dropdown.

  • Add details as needed.

  • You can note whether the call was with the patient, a specialist/doctor or someone else, as well as duration, inbound/outbound, whether recalls were discussed and any notes of what was discussed on the call.

  • Click 'Save' when you are done. A record of this call will be stored in the 'Correspondence' tab.

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