How to view Client History from CallBox
If the person calling has called your Call Center before, Clinicea will bring up the person’s history in just a click. Whether it is an incoming or an outgoing call, simply search the Lead/Patient. Let us see how.
1. Go To CallBox and enter the name of the Lead/Patient in the Search Box and click Search.
2. Select the desired Lead/Patient. Click on the Past History icon. This opens the Past Visits section on the right. Now just click each section to access relevant Patient Data. For example, Patient Summary provides you with a bird’s eye view of the patient’s history with the clinic. Similarly, the other tabs like Past EMR will have details about the patient’s medical history and so on.
1. Go To CallBox and enter the name of the Lead/Patient in the Search Box and click Search.
2. Select the desired Lead/Patient. Click on the Past History icon. This opens the Past Visits section on the right. Now just click each section to access relevant Patient Data. For example, Patient Summary provides you with a bird’s eye view of the patient’s history with the clinic. Similarly, the other tabs like Past EMR will have details about the patient’s medical history and so on.
Updated on: 06/06/2023
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