Point of Care Ideas

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Short cut to Call Center from Schedule Management

When CSMs are doing their day to day processes they are mainly working out of schedule management and to have a short cut to the call center to go from one to the other quickly would not only save time but ensure that everything is being documented in POC LITE. If you are working on a client and can have a short cut to take you straight to that clients call center notes

  • Candace Dickerson
  • Feb 21 2024
  • Already exists
Idea Background

Too many clicks to go to the call center to put in comments.

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Idea Benefit

Time efficiency. And would make sure they are putting notes in.

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  • Faith Wareing commented
    04 Apr 22:19

    Sorry, I was talking about the Link Visits page not Schedule Management

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  • Faith Wareing commented
    06 Mar 20:27

    Melissa, how do you get that screen to pull up? I have clicked on everything in schedule management and that screen does not pop up for me anywhere.

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  • Admin
    Melissa Stebbins commented
    06 Mar 19:38

    In the schedule management view of POCLite, the user can enter Visit comments and designate them to be associated to the PS/DCS which will automatically update the Call center with the note

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