Great Way to Track Incoming Calls
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I'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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These posts are brilliant....just what I have been looking for. MANY thanks.
I decided to build a Template called: "New Patient Contacts".
I used the standard recommended approach and put together the information that I want to collect when first responding to a patient call. I initially used the Admin Note, but figured it would be nice to have an organized template that I can call upon.
I created a new form under the Assessment Section. That way, when I want to document a call I 'hit' "Create New", go to Assessment and the new form shows up.
I happen to use the following items. A nice option is the SP date option.
Patient Name
Telephone #
Message
Date called
Time called
Referral Source
Referral Information
Thanks again for the great idea!!
A BIG help.
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that’s a great idea for a template, Bob! I tend to just do a chart note, then come back to that note to add in/update and, eventually transfer that note to the client record when they get established.
So glad I keep these notes...I have had people call back in a year later...and I still have that initial note!
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