Triage a Phone Call

Training Videos

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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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  • Triage Phone Calls in Partner (pen)

    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.
  • 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, Document Tasks, Call Backs, and More

    Use the Messaging queue to review outstanding phone tasks, lab follow-up calls, and other tasks that you need to perform.
  • Bill for Phone Notes and Portal Messages as Telemedicine Encounters

    Your practice can bill for phone calls and portal messages. Read this article to learn how to chart and bill for a phone encounter (or portal message thread). You'll also find configuration instructions and tips for turning phone calls and portal messages into billable telemedicine encounters.