How to add action and category for communications?

Modified on Tue, May 19 at 7:15 AM

Situation

The Communication Action and Category dropdowns have default values but can be customized by users.

Steps to Resolve

How to Add an Action for Communications

Go to the Patient menu.
Select Patient Communication Settings.
Click New.
Enter the Action Name.
Click Save.

How to Add a Category for Communications

Go to the Settings menu.
Select Communication Template Settings / Library.
Click New.
Enter the Category Name.
Click Save.

This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741

Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.