Creating and Completing Communication Logs

Creating Logs via Tasks Sidebar

  • Navigate to the patient account, open the sidebar, scroll to Tasks, and select the + (plus) sign.

  • Use the keyboard shortcut Control Alt D to automatically insert a time/date stamp and initials.

  • To complete a log: Select Callback from the dropdown, then select Complete and copy to communication log if no further follow-up is required.

  • To assign a follow-up: Select Callback, use the Assigned to field to select a specific doctor or the Support team, and click Create.

Manual Communication Log Entry

  • In the patient account, select Medical record view by groups.

  • Scroll to Communication log and click Add new entry.

  • Manually type initials, the current date, and time, as the Control Alt D shortcut functions only in the Tasks section.

  • Enter the conversation details and click Save to update the medical record.