Adding a call log within the Call Tracking Module is straightforward. Start by clicking on the "Add" icon, as highlighted in the image below.
Upon clicking, you'll be directed to the "Add Call" page, prompting you to enter the caller's details. If the caller is not an existing client, simply select "No" and proceed to manually fill in the required information.
If the caller is an existing client, choose "Yes" from the dropdown menu. Subsequently, a "Cases" field will appear, allowing you to search for the client's name within the active cases database. Upon selecting a client, their first and last name, contact phone number, and email address will be auto populated. This information is sourced from the intake form in the client's case file.
You also have the option to specify a program the client is associated with, indicating the reason for their call related to that particular program or service.
Additionally, you can include details about the referral source, specifying both the origin of the referral and the desired referral destination. Referral sources can be selected from the provided dropdown menu.
Finally, you can document any pertinent notes or details from the conversation with the caller. By using this feature, you can go back to this the page and be able to recall the conversation that you had with the caller.