Patient Phone Sheet

A Phone Sheet is a permanent part of a Patient Record. Use a Phone Sheet to Add, Edit, View or Delete:

• Notes about phone conversations with the patient.
• Notes related to the patient.

Displayed Notes can be filtered by several variables. For more information, click here.

• Select Phone Sheet
• Patient Details icon
• Filter By tab
• Phone Sheet Notes

Select Phone Sheet

The Phone Sheet for a Patient Record can be accessed from these windows:

• New Patient Record
• Edit Patient Record
• View Patient Record

To select the Phone Sheet:

1. Click the middle of the three tabs located directly below the window name. When selected, it is highlighted in orange:
   
   
2. The Phone Sheet displays. The screen shot below shows the Phone Sheet accessed from the View Patient Record window:

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Patient Details icon

When the Phone Sheet displays, the Patient Details icon is active. Click it to display the Patient Details popup.

• Selected patient information from the View Patient Record window displays.
• The fields are view-only.
• To close the popup, click the Close button in the upper-right corner of the popup or the Close button at the bottom of the popup.

Note: The Print button is disabled at this time.

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Filter By tab

By default, when you display a patient Phone Sheet:

• All Notes for that patient display.
• In the Filter By tab, Created Data Range is selected, with a date range of From eight months prior to today's date To today's date.

To narrow the list of displayed Notes:

1. Select the variables by which you wish to filter the list. For Dates, type the desired date (MM/DD/YY) in the field or click the Calendar icon and select the date.
2. Click the Filter button.
3. The grid below the Add Note button updates to display those Notes that fit the selected criteria.
4. To re-display all Notes, click the Show All button.

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Phone Sheet Notes

• Add Note
• View Note
• Edit Note
• Delete Note

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