Use TeamTalk to create notes that display automatically when certain events occur. For example, every time you call a patient to confirm an appointment, you might want a note to display that reminds you to ask the patient to bring an insurance card.
TeamTalk notes can be applied to all records of a certain type—for example, all patient records or all account records—or only a single designated record. TeamTalk notes can be set up to display when an event occurs, only the next time that an event occurs, or when an event occurs within a specified date range.
Note: TeamTalk notes are internal; they can be read by anyone on the staff.
To view existing TeamTalk notes:
From the main menu, select TeamTalk > General TeamTalk Lists. The TeamTalk Lists window is displayed.
Select a category of note from the List Notes For drop-down list.
Select a note, and click Edit on the toolbar.
Using the TeamTalk Button to Add TeamTalk Notes
Using the Wizard to Add Patient TeamTalk Notes