Using TeamTalk > Understanding TeamTalk Events

Insurance Plan Database Events

The insurance plan record events that can be set up to display a TeamTalk note are:

• Editing Insurance Plan:Editing Insurance Plan:Displays a TeamTalk note when editing an insurance plan record.

• Updating from Trojan Data:Updating from Trojan Data:If you subscribe to Trojan, displays a TeamTalk note when updating insurance plan information from the Trojan database.

• Viewing Contact List:Viewing Contact List:Displays a TeamTalk note when viewing the contact list associated with an insurance plan.

• Viewing Transactions:Viewing Transactions:Displays a TeamTalk note when viewing DMO/Capitation and Medicaid Insurance plan transactions.

• Making Appointment:Making Appointment:Displays a TeamTalk note when making an appointment for a patient who is assigned to the insurance plan.

• Calling Administrator:Calling Administrator:Displays a TeamTalk note when calling the insurance plan administrator or contact.

• Checking-out Patient:Checking-out Patient:Displays a TeamTalk note when checking out a patient who is assigned to the insurance plan.