Great Way to Track Incoming Calls
FeaturedI've been doing this for a couple months and it has really helped me...
I created a fake client called "Incoming Calls" (you can call it whatever you like, maybe Potential Referrals). Whenever I get a referral, I create a chart note with their information. That way, if I have to leave a message and they call back, I still have all their information in one place as opposed to finding the piece of paper I scribbled information on from weeks ago.
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I really liked your idea, Amanda & put it into practice right away. Titled mine "@New Patient Queries" - the @ is to keep it at the top of my client list in SP. Created a set of prompts in the first note - when someone calls, I copy paste the template into the note, prompting me to record their info, including the all-important 'Outcome" and "Next Steps".
Name:
Phone:
Email:
Referral Source:
Seeking:
Outcome of Call:
Next Steps:
Unfortunately, you have to be logged into the website to access the 'chart notes' function - the android app only creates notes for a scheduled appt. Wish there was a way to record new calls (and clinical info other than a schedule session) on the app!
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When I create a chart note, I am unable to go back open and open it to read it or edit it. I can only no read a chart note if I hit "print" and can read the note in the print preview section. This needs to be fixed really quickly. This is a new issues that has only been occurring over the past 2 weeks. Prior to this no problem. Please advise.
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Hi Tonya - Try clicking on the two horizontal lines (Excerpt View) above the listed items in your client's Overview page. When in the List View (three horizontal lines), you can't click on the Chart Note to edit it directly, or click the Read More link that appears in the Excerpt View, pictured here:
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