1. A group administrator needs to turn this on in Settings + Directories. From the Chart Room, click the Settings.

2. In Settings + Directories:

    A. Go to Group Level Settings & Directories

    B. Go to the More tab

    C. Go to the Miscellaneous Rules tab

    D. Choose which places you want the telephone intake notes to forward

Your group is now set up for forwarding patient's telephone intake notes to the selected areas. 

3. Any user can add telephone intake notes. If the patient already exists, you can access the telephone intake form from the Chart Face. 

4. Scroll down to the Admission Notes section.

5. Click on the  button to create the note. This will open to the Admission Notes window. You can use the shrub buttons or free text into the yellow field. 

6. Once the admission notes are finished, click the  button on the top or bottom. 

7. When you are back in the telephone intake form, scroll up to the top and click the  button. 

8. Default, the notes will remain showing on the Insurance Information tab of Demographics. No settings necessary.

9. If Billing Notes (Patient Accounts) is selected, the additional notes will reflect the phone intake admission notes. 

    A. Put in the patient name

    B. Go to Billing Notes tab

    C. Look under the Additional Notes section.

10. If Miscellaneous Notes (Demographics) is selected, the Miscellaneous Notes section will reflect the phone intake admission notes. 

11. If Past Psychiatric History (Complete Evaluation Note) is selected, the yellow field will populate the phone intake admission notes. 

Note that if a Complete Evaluation is created before the Telephone Intake notes are established, and within that Complete Evaluation a Past Psych History (PPH) is already set, then the Telephone Intake notes will not push to PPH or overwrite it. 

If your Security Administrator has enabled the "Keep CE Content Per User" group rule, and a Complete Evaluation already exists for the patient, Telephone Intake notes will only forward to Past Psych History for users who have not yet established their own PPH for the patient.