Adding a Phone Contact entry

To add a Phone Contact entry

1. Open the patient record of the patient.
2. Click the Button on the Patient Tool Bar; this will open the 'Contact by Phone' window.
3. Enter an appropriate description (i.e., a short phrase or sentence that summarises the phone call's purpose).
4. Enter the specific details of the conversation in the Contact Notes field (if available).

   

5. Click the ‘OK’ button to save the Phone Contact Entry. Your ‘Contacts’ tab should now look similar to the following:

   

   The Phone Contact will be listed with the existing Contact entries. The ‘Date’ and ‘Creator’ will be automatically entered from the user’s login information.

   EXDOC users can view/edit the additional notes entered by highlighting the entry then clicking the Edit button . Alternatively double-click on the Contact entry.