Contact Log List
Lists all of the recorded contacts with the client from newest contact to the oldest.

The Edit button on a contact log entry row. 

• Allows editing a record for up to 15 minutes after it was saved, for minor corrections.
• Allows a row to be highlighted.

There are two ways to create a contact log entry.  From the Access Center Dashboard:

• Make Call
• Add Contact Log Entry

Make Call

• Shows all of the known phone numbers for the client and their caregivers.
• Once the call is placed, it will automatically generate a new contact log entry.

Add Contact Log Entry

• Generates a new contact log entry.

Contact Log Entry

Contact Date
Type:  Incoming Call, Outgoing Call and Contact (for mail, in person, faxes, etc).
Contact Name: It is a list of known contacts, but you can type anything in it.
Contact Details: This is a display of the codes selected in the frame next to it.
Activity: Primary reasons for the contact.
 

• All other options enhance the primary Activity for that contact.
• For instance, selecting the Activity of “Return call” and checking “Fee Schedule” results in a contact detail of “Caller responded to letter or message. Fee schedule discussed.”
• The text associated with the activities is held in a background table so more can be added or the text changed without correcting every contact log entry that used it.

Additional Information:  When there are no Activity options that are correct, or there is unique information about this contact, this field can be used to hold that information.

Selecting a Contact Type will populate options under the Activity field as shown below.

Highlight Entry: Colors the row in the Contact Log list yellow for easy identification.