Using Experts > Using the Contact Expert

Creating TeamTalk Notes for Contacts

You can set up TeamTalk notes to display for a specific event, for a specific patient or account, and for a specific time range.

To add a TeamTalk note to a patient or account contact:

1. In the Contact Expert window, select a record from the list in the left pane.

2. Select Create TeamTalk Note from the Options section of the Express bar or the Options menu. The TeamTalk Setup window is displayed.

3. Select the events to trigger the note from the When list located in the Show Note section.

4. Select an option:

5. To display the note the next time the event is performed:To display the note the next time the event is performed:Select At Next Event.

6. To display the note for a specific date or date range:To display the note for a specific date or date range:Select In Date Range. Select the from and to dates from the calendars.

7. To display the note every time the event is performed:To display the note every time the event is performed:Select Always.

5. Type a note description in the Description field.

6. Type the note text in the Text field.

7. To play a sound when the note is displayed, select Play sound when note appears.

8. Click Save.

9. Click Close.