DO NOT ENTER DULPICATE PHONE NOTES!
Check for a previous note before entering a new one
If a note already exists, update the reason field to reflect 2nd call and add info
MAKE SURE ALL TELEPHONE ENCOUNTERS ARE SENT DIRECTLY TO THE TEAM BOX
Not individual Providers
Gather as much information as possible!
•Regarding a medication: what are they taking, how much do they have left, what is their pharmacy
•Physical therapy: who are they seeing (not just the therapist, what facility), facility phone number, fax number is even more helpful
•Questions: what is it pertaining to? MRI? Surgery? Office Visit?
When taking a phone note, if the pt is not willing to give out the info that is needed state that in the note so the team is aware. Ask lots of questions and give the team as much info as possible.