Triage a Phone Call
Work With Phone Notes and Tasks
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)
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
After you complete a phone note or portal message thread in PCC EHR, you can bill for the encounter right in PCC EHR.
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.
Review Patient Phone Note HistoryA 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 MoreUse 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 MessagesYour 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.