Verify patient identity and details
Purpose: Confirm who called and match the record to your EHR.
Steps
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Open the call.
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In the right panel, check Patient Info such as name, DOB, patient ID, insurance ID, email, and phone.
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Use the copy icons to move any values into your EHR.
Tips and good practice
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If the caller supplied photos of IDs in SMS, review them and download for the chart if your policy allows.