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ComplianceCoach User Guide

Record patient outreach

The Mark as button offers the following options:

  • Called

  • Left voicemail

  • Emailed

  • Reviewed

  • Do not monitor

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When you click any of the first four options, you can add conversation notes to the patient’s details. You can also create follow-up reminders for patients on the patient list view.

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Note

ComplianceCoach does not initiate outreach. Users must initiate outreach and record the results accurately in ComplianceCoach.