Messages, Tickles,
Other
This very valuable
function
store all phone calls, patient messages, and
tickles
(also called “to do’s”) related to this patient.
When the software first opens, and when it closes, it looks for memos
that should have been completed by today. You
are asked if you want the list printed or not. Each
day this list will grow if you leave the memos unanswered!
- To
view a current record simply click on it and the RecordsPM database comes forward showing you the
record.
To create messages do the following:
- Click
New Message and confirm
your
action (see the below above right).
- Complete all the
fields
that pertain to this record.
- Date Entered is the creation date of this memo.
- Office Doctor is the provider
linked
to this message. To change the provider,
click
in the field to activate its hidden pop-up list.
- Action Date is when this memo needs
to
be done by. To add a certain number of
days to
the Date entered, enter the
number and
click the arrow. This calculates the
correct
date. To go up and down from this date use
the
up and down arrows. You cannot create a
date
earlier than the Date Entered.
- Priority can be set to Low, Med, or High and this list can be edited.
- In Type select Phone,
Tickle or To do.
This list, too, can be edited!
- In
Status select Active or Done. When
a memo is first created it is Active. Any
memo still Active on its Action
Date or
beyond
will be printed on the Action List that can be
printed
at start up or shut down.
- Complete the
Memo
Field as
needed.
- In
Disposition enter how the
Memo was
acted on.
updated
9/18/2004
