Recording ad-hoc phone calls

You can record ad-hoc phone calls. For example, a phone call between a patient and a clinician, or between a clinician and GP.

You can record when the phone call happened and the administrative outcome from Patient admin > Show pathways > All.

Recording ad-hoc phone calls on a mobile

You can't do this on a mobile.

Recording ad-hoc phone calls on a desktop
  1. Open the patient's record.

  2. From Patient Detail > Patient admin > Show pathways > All, select an active episode of care.

    Active episodes of care appear as blue boxes.

    To select an episode of care, from the top left of the box, select .

  3. Select Record Event.

  4. Select the type of event you want to add.

    For example, phone call.

    A form appears.

  5. Complete the form, including all mandatory fields.

    Mandatory fields are marked .

  6. Select Submit Event.

    The phone call appears in Patient admin > Show pathways > Other.

    If the phone call needs you to record an outcome, the phone call has the status 'Outcome required'.