Using TeamTalk > Understanding TeamTalk Events
The account record events that can be set up to display a TeamTalk note are:
Adding a Patient:Displays a TeamTalk note when a patient is added to an account.
Calling Account:Displays a TeamTalk note when you are calling the guarantor associated with an account.
Editing Account:Displays a TeamTalk note when an account is being edited.
Posting Account Payment:Displays a TeamTalk note when you are posting a payment to an account.
Printing Billing Statement:Displays a TeamTalk note when you are printing a billing statement for an account.
Printing Walkout Statement:Displays a TeamTalk note when you are printing a walkout statement for an account.
Transferring $ to Budget Plan:Displays a TeamTalk note when you are transferring an amount to an account budget plan.
Viewing Budget Plan:Displays a TeamTalk note when you are viewing an account budget plan.
Viewing Contact List:Displays a TeamTalk note when you are viewing a contact list associated with an account.
Viewing Transactions:Displays a TeamTalk note when you are viewing the transactions associated with an account.