Action Panel

The action panel enables you to enter new calls, make updates to existing calls (depending on your permission settings), and create tasks when logging a call.

The Action Panel has a top tool bar that contains:

Call Type: A new call can be logged by selecting a type from the list
Date: Defaults to the current date and time
After hours: Select if the call is after business hours for your practice
Cancel: Cancels the current call
New Call: A new call is opened

Note: : There is no way to delete a saved call. The Cancel button is the only way to delete an unfinished call.

Outside of the basic workflow for call types, from the Action Panel you can:

Use pre-configured comments called My Phrases and Manage Phrases
Perform an administrative action if needed
Release info of logged PHI
View scheduled appointments for the selected patient
You can Add and Add & Task the call types, and Save & Reply the call task.

Action Panel

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