The ‘Interactions’ tab allows you to view every time the patient record was accessed, every time a letter was created for the patient and every time an employee message was sent regarding the patient. The interaction record includes the date and time the record was accessed and the name of the person who accessed it. By clicking on the current interaction record, it allows you to put place a note with the interaction. You can also view prior notes added to the patient’s interaction record. You can track these interactions in the Interactions report screen. For more information, refer to the Reports Use section.
§ To add a note to an interaction in the Patient Correspondence History section, click to highlight the appropriate interaction and click the corresponding Modify button to open the Modify Letter History screen.
§ To add an interaction in the Interaction section, click to highlight the appropriate interaction and click the corresponding Modify button to open the Modify Interaction screen and make a selection from the Category drop-down list before leaving a note in the Notes field. When you’re finished with this screen, click Close to return to the Patient screen. You can modify the ‘Category’ drop-down list in the “Interaction Category” category group in the Categories screen. For more information, refer to the Categories Setup section in Chapter 1.
§ To open the Employee Messages module, click the Messages… button to the right of the Employee Messages section. When you’re finished, click the Close icon on the toolbar to return to the Interactions screen.
§ Make sure you click the Save icon on the toolbar after you’re done making changes to this tab.