Introduction
This training material is a review on how staff can use telephone communication with a patient and send tasks to another person or group within the practice to complete the call.
Topics Covered:
- Accessing template
- Documenting a Referral Request call
- Tasking
- Generating Documents
Accessing Template
1. After opening the patient's chart. Perform 4-point check, correct location, provider, patient and on new encounter unless the patient has a telephone open today.
2. Click on the phone icon under the patient's chart picture or click on the templates icon located at the bottom of the patient history and select the telephone communication template to open.
3. After opening the template, select specialty. Visit type will auto-populate to patient communication. Then expand the Communication panel if not already.
Documenting a Referral Request Call
1. Click on the 'New Call' button.
2. Click on the 'Call Type' drop-down arrow and select 'Referral Request'
3. Select the appropriate item in the 'Contact Type' column.
4. Select the appropriate item in the 'Urgency' column.
5. Select the appropriate item in the 'Spoke with' column.
7. Enter contact, if needed.
9. Select a specialty from the 'Requested specialty' drop-down
10. Select a provider (if known) from the 'physician' or if its a location select a location from the drop-down.
Tasking
1. After entry, click on the 'Add and Task' button at the bottom.
2. Tasking window will prompt
3. Select a Due date, Priority, select Recipient and edit Description if needed.
4. After entry click the 'Send Task' button
Generating Documents
1. A telephone communication document will generate if the call is completed.
2. If needing to generate a document, click the drop-down from the 'Document' button and select Telephone communication.
Resources
- Documenting Test Result Request
- Documenting Medication Management Call
- Documenting Medical Question Call
- Documenting Forms or Medical Records Call