Call back notes list

Estimated reading: 2 minutes

Create call back notes to quickly insert frequently entered call notes when performing call backs.

Before you start

Security

Important!

  • Call back notes entered in a patient call back reminder are added to patient history and cannot be edited or voided. 

Add a new call back note

Navigate to Lists > Call Back Notes.

  1. Click New.
  2. Enter a note description. There is a 30 character/space limit.
  3. Enter the note, using CTRL + Enter to insert a return if needed. There is a 200 character/space limit.
  4. Click OK to save the note and return to the call back notes list.
    Tip: Add a space before the description to have the note display at top of the list.

Modify a call back note

Navigate to Lists > Call Back Notes.

  1. Find the note to modify by either scrolling through the list or use a search term in the Description field or use a search term in the description field. The list is sorted alphabetical by description.
  2. Click Update.
  3. Modify the note description. There is a 30 character/space limit.
  4. Modify the note text, using CTRL + Enter to insert a return if needed. There is a 200 character/space limit.
  5. Click OK to save note and return to the call back notes list.

Delete a call back note

Navigate to Lists > Call Back Notes.

  1. Find the note to delete by either scrolling through the list or use a search term in the Description field or use a search term in the description field. The list is sorted alphabetical by description.
  2. Click Delete.
  3. Click Yes or No to confirm.

Additional information

Call back notes

Related reports

These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.

  • Patient Recall Reminder report
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