The Forms/Records Requests call type concerns communications that involve requests for forms and records to be sent to a patient.
Select the New Call button and select Forms/Records Request from the Call Type list.
The Panels and Panel Items opens.
Select the Call Information and Contact Information panel items from the panels.
Select Request.
The Request option appears.
Select the type of Request, the Date Needed for the requested form or record, and the Delivery method for the request.
Select Action(s).
The Action(s) option appears.
Select the Action(s) associated with the call. You can select more than one.
Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter.
Select Call Status and select a status for the call.
In the Comments section, enter any comments related to the call or attach a phrase.
Select Add.
The call is saved and logged on to the Communication Component Grid.
