Call Actions |
  
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If your clinic wishes to record CALL LOGGING, then both CALL ACTIONS and CALL SOURCES will need to be configured.
Within CALL SOURCES you get to decide which menu options will allow for call logging.
Within CALL ACTIONS you get to decide which types of calls (actions) can take place and what their outcome options are and determine which (if any) recalls should be generated.
The screen prompts are:
CODE: Give this call action a unique code.
DESCRIPTION: Assign this call action a unique description.
OUTCOME: Click into the 
symbol to access the CALL ACTION OUTCOMES.
OUTCOME: Create an outcome that should be available for this call action.
RECALL ACTIONS:Click into the symbol to access the RECALL ACTIONS selection window.
REASON: Select from the drop down list the recall you wish to assign to a patient when this outcome is selected on this call action. (Go to Recall Reasons if you wish add or edit the list of available recalls to choose.)
FREQUENCY: Select the recall frequency to be used for creating the recall on the patient.
INTERVAL: Select the interval of time this recall should be created for on the patient.
Press CONTINUE to save your changes and return to the previous screen.
NOTE REQUIRED: Check this field if entering a note on the call action is required and mandatory.
INACTIVE: Check this box if you wish to inactivate this outcome of the list of available outcomes for this call action.
INACTIVE: Check this box to inactive a call action from being available and selectable in the future.
Click SAVE to store changes.
Click EXIT to close the window.