Recording the Details of a Phone Call
If someone in the practice has made or received a phone call with or about a patient, you can record the details of this in the patient’s correspondence.
In the correspondence tab, click New Correspondence and select New Call.
You can type a description of the phone conversation in the notes box and record who the call was with.
The number section allows to you manually make a note of the phone number in question, or numbers from the patient’s details can be selected if appropriate.
Finally, you can make a note of the call duration and state whether the call was incoming or outgoing from the practice.
- An Overview of Patient Correspondence
- Composing a new Email
- Composing a new Letter
- Composing a new SMS
- Correspondence Data Tags/Merge Fields
- Correspondence Regarding a Specific Appointment
- Incoming Correspondence
- Uploading Scanned Documents
- Using Dentally Mail