Recording the Details of a Phone Call

How to make a record of the details of a phone call to the practice and save it into a patient's correspondence

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

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.

recording a phone 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.

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