Triage a Phone Call

Training Videos

  • Phone Notes and Tasks

    10 minutes • 2014
    The Phone Encounter Notes program (pen) is a powerful tool for handling patient phone calls. While you are on the phone with a patient, this software allows you to view patient information, record notes from the call, and perform many other useful functions.

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  • Create a Phone Note

    When the phone rings, follow this procedure to enter a new phone note in a patient's chart and (optionally) create a follow-up phone note task.

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  • Review Patient Phone Note History

    A phone note record is stored just like any patient visit: in the Visit History, in the chart. Open a chart and click on Visit History to review all previous phone notes.
  • Work on Messaging Tasks

    Use the Messaging queue to review outstanding phone tasks, lab follow-up calls, and other tasks that you need to perform.