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How to search for specific calls?
Docplanner Phone search allows you for locating a specific call based on a range of criteria.
The search tool can be used for many different purposes, for example:
- Looking up patient's call history
- Getting back to a finished conversation with a patient to check if all the necessary information was exchanged
- Locating a specific call to confirm what happened in case of misunderstandings
- Checking all calls marked with the same subject or calling the same number (for marketing purposes)
You can access the search from 2 levels:
1. Search bar on top of the screen
2. "All" tab
To find specific calls in which you're interested you can search using: patient's name, surname, phone number, subject of the task, phone number the patient called to (source) and employee who managed the task. You can also select a date range in which the call took place.