Finding the Reason For a Patient Call/Text

Why was my patient contacted?

If you are unsure how, why, or when a patient was contacted, there are several ways to determine this information:

Using the Patient Profile

1) If you know which patient is calling, you can open their patient profile.

2) Navigate to the Communications tab to view the patient's call history, including date and time, and the name of the campaign message.

If the campaign is related to a refill, you will see the Show Medications button that will display the medications related to that call.

Using the Connections Graph

1) Use the search bar above the Connections Graph to enter the patient’s name or phone number.

2) Once the search results have loaded, you will see the campaign name as well as the date and time that it was sent within the table below.

If the campaign is related to a refill, you will see the Show Medications button that will display the medications related to that call.