Leave Staff Comments for your team
Purpose: Document follow-ups and decisions for later review.
Steps
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Open the call and scroll to the Staff Comments box.
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Type your note, for example, “Spoke with patient. Needs to discuss prescription with provider.”
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Click Save.
What you will see on this page
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A list of saved comments with timestamps.
Tips and good practice
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Keep comments short and action-oriented.
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Mention names or dates that others will search for later.