Finding the Reason For a Patient Call/Text

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

Using the Patient Profile Page

• Navigate to the appropriate Patient Profile
• Select Communications from the patient navigation
• The Communications section provides a view of 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 Page

• Click on Comms within the left-hand navigation menu
• Select Connections from the submenu
• Select the Completed tab
• Use the search bar to enter the patient’s name or phone number.
• 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.