Telephone Communications Template
In this Quick Reference Guide we will demonstrate how to do the following:
- How to access the Telephone Communications Template
- Document a call using the Medical Questions Call Type
- Respond to Medical Questions clinical tasks
- Complete Medical Question calls
![](https://media.screensteps.com/image_assets/assets/002/726/110/original/85D20667-4F36-4928-9867-612534DE714A.png)
How to Access Telephone Communications Template
To access the Telephone Communications template, click the Telephone icon on the Patient Information bar.
![](https://media.screensteps.com/image_assets/assets/002/726/058/original/E040BC17-82D7-4DDC-9519-949B9D3884E8.png)
Using the Medical Questions Call Type
To document patient questions or concerns, click the New Call button.
![](https://media.screensteps.com/image_assets/assets/002/726/105/original/4533E269-2DB8-40DC-AE25-B2BAE7887003.png)
Call Type
Click drop down arrow to select the Medical Question Call Type.
Date field defaults to current encounter date.
![](https://media.screensteps.com/image_assets/assets/002/726/107/original/86EE0AC4-ED1A-4C96-93FC-94171DC1B6E5.png)
Call Information
Complete the Call Information section, by selecting from the following columns:
- Contact Type (Required Field)
- Urgency - Used if tasking another user.
- Spoke With (Required Field)
![](https://media.screensteps.com/image_assets/assets/002/726/109/original/F3AFF47A-5315-444F-9A9C-571E3F06BB65.png)
Contact Information
If necessary, select the Method of contact from the Preferred and Alternate Contact columns. The options are as follows: Home, Day, and Other.
![](https://media.screensteps.com/image_assets/assets/002/726/112/original/07755974-92A9-49EE-A5DB-8F6BDCA74A38.png)
Concern
Document any reported patient Concerns or Questions by completing the following fields:
- Specialty - free text or click drop down arrow to select from list of specialties
- Concern - free text or click drop down arrow to select from list of concerns
- Duration - enter during of concern, by using the following options: calculator buttons, drop down list, or free text.
- Comments - enter any additional comments in the Comments field(s).
- Add & Task - if tasking another user, click the Add & Task button.
Click the Add button if tasking is not necessary.
![](https://media.screensteps.com/image_assets/assets/002/726/116/original/15E94608-6E54-4B4A-8625-AE70B2BD60F0.png)
Responding to Medical Questions from Clinical Tasking Inbox
To respond to Medical Questions or Concerns sent from the Telephone Communications template, click the Inbox icon.
![](https://media.screensteps.com/image_assets/assets/002/726/117/original/F5360F25-6A85-4B6C-892C-0267E63529CE.png)
In the Clinical Tasking Inbox:
- Select Medical Question task from grid.
- Click the Chart button
![](https://media.screensteps.com/image_assets/assets/002/726/104/original/C9636868-D583-4E2B-A66C-FDCF21C3B29C.png)
Taking Action
To document Action(s) taken:
- Select action(s) taken in the Action(s) column
- If necessary free text any comments in the Comments field
- Click Save & Reply button if replying to task
Click Save, if replying to a task is not necessary.
![](https://media.screensteps.com/image_assets/assets/002/726/114/original/E606AB8D-AEC0-488A-A1F3-21F5C2DDD868.png)
Completing Medical Question Calls
Once the Medical Question or Concern has been addressed, the Status of the Medical Question must be marked as Completed. To complete:
- Select Call Status
- Choose the Complete option from the Status column.
Note: three things will happen when selecting the Complete status:
1. The Telephone call document will automatically be generated
2. Any comments added will auto save
3. The Task will automatically be completed in the Clinical Tasking Inbox.
![](https://media.screensteps.com/image_assets/assets/002/726/115/original/48653D06-6CEC-44C2-85E4-BB7AC91FD17A.png)