Phone Call Tracking Option

Discussion created by jeffrey.urkevich on Aug 26, 2016
Latest reply on Nov 3, 2016 by merzortho


Good morning OrthoTrac group.  Above is a suggestion from one of our OT clients.  Is this an issue for your practice?  How do you track your attempts to call patients?  I would suggest the idea would need to be expanded to include, not just phone calls, but emails, texts, and letters.  Maybe more of a "contact tracking option" which would be stored in a list at the patient level and a daily list of missed attempts could be delivered to a selected user or users so that new attempts could be made.  Would love your thoughts!