Triage a Phone Call

Training Videos

  • Work With Phone Notes and Tasks

    10 minutes • 04-2019
    How does your practice triage a phone call? Take messages, record advice, and make sure that every callback happens? Watch this video to learn how to create a phone note in PCC EHR. You'll also learn the basics of tasks and the Messaging queue.
  • Create Referrals, Labs, and Orders on Phone Notes (and Other Messages)

    4 min • 2020-01
    As you take down a phone note or respond to a portal message, you can click to create a referral, a lab, or another order. Watch this video to see examples and learn more.
  • Bill for Phone Encounters and Portal Messages

    6.5 min • 2020-03
    After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.

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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 follow-up tasks and orders. Read this article to learn how to add or delete a phone note.

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