A couple of months ago, Amanda P. posted about a great way to track incoming calls in the Solo Practice topic area.
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.
It really is a great idea. I took it one step further and created some prompts, which I'd like to share here.
Named it "@New Patient Queries" - the @ is to keep it at the top of my client list in SP. The prompts template is in the first note - when someone calls, I copy paste the template into a new chart note for the current caller/emailer, prompting me to record their info, including the all-important 'Outcome" and "Next Steps".
Outcome of Call:
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, since I use a cell phone as my practice line and could be anywhere when a prospective client calls.
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