• Go to the Advanced Progress Note screen. 
  • Click on the Calls button located in the Side Bar section. Or click on theSearch button located at the left side of screen and then select the Calls button.


  • The following screen will be displayed:


  • Select the phone call you wish to edit. 

  • Once selected, click on the Edit button located at the top of screen. 

  • The phone call information section will be enabled. 

  • Click on the Save button in order to store changes. 

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