Skill Sharpeners

Exercise 1: View a TeamTalk Note

You have a new employee, and you want him to become familiar with the TeamTalk notes that have been set up for patients.

To review existing notes:

Select TeamTalk > General TeamTalk Lists. The TeamTalk Lists window is displayed. Account is displayed in the List Notes for drop-down list, but there are no notes listed.
Select Patient from the Account drop-down list. Three notes are displayed in the window.
Four columns are in the window: Patient, Name, Description, Start Date, End Date, and Date Created. The word All in the Patient column means that the note applies to all patients.
To read a note, double-click it. If you select the third note, the Note Settings window is displayed.
After reading the note, click Close.

Create a TeamTalk note for a patient indicating that a copy of her insurance card needs to be made the next time she comes in for an appointment.

To create this patient-specific TeamTalk note:

Select List > Patient. The Patient List window is displayed.
Double-click the patient’s name. The Patient Record window is displayed.
Click the TeamTalk button on the Power bar. The TeamTalk - Patient Notes window is displayed.
Click Add. The TeamTalk - Patient Note Settings window is displayed.
In the Show Note section, click Checking-in Patient and At Next Event.
In the Description field, type Insurance Card.
In the Text field, type Make a copy of her insurance card.
Click Save.

You want to redefine the minimum high balance for a High-Balance TeamTalk note from $1,000 to $2,000.

To edit a TeamTalk note:

Select TeamTalk > General TeamTalk Lists. The TeamTalk Lists window is displayed.
Select Patient from the Show Notes for drop-down list. All notes associated with patients are displayed.
Select the note that has High Balance in the Description field, and click Edit. The Note Settings window is displayed.
In the Show Note When pane, three occasions are selected that indicate when the note is displayed: Checking-In Patient, Confirming Appointment, and Making Appointment.
Click the Extra Settings button, and the TeamTalk Setup Wizard - Conditions window is displayed. The conditions for this note indicate that the note is displayed only when the balance is between $1,000 and $4,000. Click Edit, and the window becomes active.
Highlight the $1,000 amount, type 2000, and press Tab. The software formats the amount and puts a dollar sign before it. Click Next. You are prompted to add another condition.
Click No. The condition that you edited is displayed.
Click Finish. The Note Settings window is displayed again.
Click Save and Close.