Converting from Known to Known

 

 

Preconditions: You have assigned to yourself and opened known encounter from the queue.   You have checked Yes to the Follow-Up Tracking question, ‘Did you reach the recipient?’.  The caller states the call is regarding another patient with an existing record.

 

  1. Scroll down until you see Protocols on the right-hand panel.  Click Add Interaction.

 

 

 

  1. In Patient & Contact, click Select Patient.

 

 

  1. In Find Patient, search for the correct record using your organization’s record search standards (e.g., first three letters of last name + date of birth, etc.).   Click Search. 

 

 

  1. Once you find the correct record, hover anywhere in that row and click to open. 




Ver 1.0, Updated 3/23/2020