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
    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.

Get Started

  • 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.

Learn More

  • 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

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