Assign live call transfer

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Role required: Resupply user

Assign live call transfer to a new patient

To assign live call transfer to new patients:

From the Patients menu, select All patients.
At the top of the page, click New patient.
Enter the required fields.
- In the Contact method section, check Live call transfer.
- Ensure a valid phone number is in the Area code and number field.
Click Save.

Assign live call transfer to an existing patient

To assign live call transfer to existing patients:

From the Patients menu, select All patients.
Search patients using your preferred option from the search criteria list.
Click the patient's name in the Name column.
Select Patient details.
In the Contact Information section, click edit.
Check Live call transfer.
Click Save.

Tip: If Live call transfer is not available as a contact method, you will need to enable it.

Verify a patient's contact method

To review a patient's contact method:

From the Patients menu, select All patients.
Search for the patient using your preferred option from the search criteria list.
Click the patient's name in the Name column.
Select Patient details.
In the Contact information section, click edit.
Review the selection(s) under Contact method.