1. Click the Add button.
2. In the Add Patient Call dialog box, select either the Patient or Other radio button.

• If you select the Patient type, make a selection from the Patient drop-down menu.
• If you select the Other type, enter the contact's name and phone number in the fields provided.

1. From the When drop-down menu, select a date to call the patient.
2. Select a reason for the call from the Why drop-down menu. These options can be edited in the List Maintenance portion of the ChiroTouch Maintenance application under Call List Reasons.
3. Assign a staff member to the call from the Who drop-down menu.
4. Add any notes about the call in the Notes field. Bear in mind that there is only one note per patient call history. The Contact Manager does not keep a history of past notes. To keep a history of past notes entered for this patient, add additional notes below current notes and label them with the date they were entered.
5. Click the OK button.

When making a call, select a patient from the list and click the Call Contact button. This dialog box can be used to update the patient's status, reschedule a call, enter notes about the call, view the patient's call history, or remove the patient from the Contact Manager.

There are a variety of options on this screen for logging call details and designating next steps.

• The upper-most area of this screen lists the patient's name, the reason for the call, the patient's contact numbers, the patient's last appointment, and the patient's next scheduled appointment.
• The next area allows you to select when the call is to be made, and who is making the call.
• The Status area of this screen allows you to log the status of the call. You can also select an alternate status for this call in the Other drop-down menu.

NOTE:  
The "Other" list is configurable in the List Maintenance section of the ChiroTouchMaintenance application. To add additional statuses to this "Other" drop-down menu, log into Maintenance, enter the List Maintenance section, and select the "Call List Other Statuses" from the drop-down menu.

• The Next step area of this screen allows you to schedule the next action to be performed for this patient. You can either choose to remove them from the Contact Manager, or schedule another call to the patient. If you choose to remove the patient from the Contact Manager, you will be prompted to verify that you want to remove this patient.

NOTE:  
Keep in mind that if you remove a patient from the Contact Manager, the patient will be re-added if they meet the criteria that you set up in Options. To exclude the patient from future calls, select the "Exclude from Call List" checkbox. You can also exclude patients by selecting the "Exclude Call List?" checkbox on the Patient's Information screen.

• Enter additional notes in the Notes field, or click the Call History tab to see details about previous calls to this patient.

Once you have assigned this call a status and next steps, this patient will be removed from the Contact Manager, and will reappear in the Contact Manager on their next scheduled call date.

To edit a scheduled call, double-click the call in the list to bring up the Edit Patient Call dialog box. Here you can edit when the call is scheduled, why it was scheduled, who is assigned to the call, and any notes. Keep in mind that there is only one note per patient, not one note per call.

Use these checkboxes to auto-populate the Contact Manager and assign calls to the appropriate staff member based on your office's unique requirements. For the No future appointment option, select patients who had an appointment within a certain number of days and have no future appointment to add them to the Contact Manager and assign their call to a selected staff member.