- Go to the Advanced Progress Note screen.
- Click on the Calls button located at the Side Bar section. Or click on the
Search button located at the left side of screen and then select the Calls button.
- The following screen will be displayed:
Click on the Add button located at the top of screen.
The detail information will be enabled:
Write the phone call description in the Subject field.
- Write a note related to the phone call in the Note field.
- In order to select the provider who makes the call, select the checkmark of the A Provider made the call field.
Click on the By Current Provider button in order to indicate that it is the same provider who is making the phone call.
Automatically, the supplier will be displayed.
Press the Referring Provider button to indicate that the selected referring provider is making the call.
The following screen will be displayed:
Select the referred supplier by pressing the Add button.
Automatically, the name of the supplier will be displayed.
Then, press the Save button, located at the top of the screen, to save the call record.
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- Learn More About: Advanced Progress Note / Calls