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.
