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This guide outlines the basic steps for managing telephone call workflows effectively within a clinical setting. It covers how to search for a patient, complete and route telephone call forms, and document communications. Key actions include customizing the staff involved, adding instructions, and ensuring messages are appropriately routed to the relevant users (Medical Assistants/Nurses/Providers). Properly documenting each step enhances communication and ensures that all actions taken during the call process are noted, providing clarity and accountability within the team.
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Telephone Log Training and Work Flow
Basic Steps 1. Search for the Patient or open a Clinical document. 2. Click the Elysium Office Form icon and click on The Telephone Call link. 3. Complete the fields and click Save 4. Click Action and route to next user (MA/Nurse). The Form is routed to that user’s Awaiting Action 5. Open the Form and click Edit. Add your comments and initial. (it is helpful To add a separator Line****) 6. If all actions are complete you can now click Sign (and Print) the Form or click Save and than assign to another r user Like the Provider.
Setting up your Staff and Instructions - Customize • Click Customize • Add Staff that you will be actioning the message to • Add Instructions • Telephone Call – Urgent • Telephone Call
Action • Use Action, not Assign • The telephone message will be routed to the Awaiting Action of the person you selected in the Assign to:
Telephone Call Form • PSR took the message and Saved the form and actioned to a MA. • MA opens the form from Awaiting Action and clicks Edit. • In the Message box the MA types a reply with initials and Signs(Print) the message. If the message needs to be seen by the Provider. The MA would click Save, Click Action and select the Provider and “Telephone Call” from the To and the telephone call message is routed to the Provider’s Awaiting Action – under Telephone Call – not Unactioned
Signed Form PSR created form and Saved. PSR Actioned to MA MA opened and clicked Edit MA added text MA Saved MA Actioned to Provider Provider opened and clicked Edit Provider added comments and Signed (Provider could of Signed and then Actioned back to the MA with an annotation and the MA would then Sign.
