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Roster Overview

Article author
Helen
  • Updated

Roster is a centralized management system where you can view all of your patient information in one place. With Roster you can:

  • Securely store all patient contact and payment information under a singular record
  • Easily search your patient contact and appointment information
  • View all appointments, forms, files, session notes and patient notes associated with each patient
  • Organize and track all of your patients’ progress in one place

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Here is a brief overview of Roster:

1. CONTACTS

In Roster, you can now quickly view all of your patients and search patient profiles in order to get the information you need quickly and easily.

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You can also easily add new contacts to your Roster to make them searchable whenever you need to find them.

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Every time you create an appointment with a new patient, you will be given the option to Add to Roster. Selecting the Add to Roster option beside their email information will store the patient as a contact in your patient roster list.

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2. CREATING NEW APPOINTMENTS

You’ll notice that there is a Create New Appointment button to the right of your patient’s name. You can now easily create all of your appointments directly from Roster on every tab.

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3. PROFILE

By clicking on Profile underneath the patient name, you will be brought to your selected patient profile. In Profile, you can store your patient contact information such as Email (not editable), Name, Phone Number, Date of Birth, Sex and overall notes about the patient. 

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4. APPOINTMENTS

Appointments in Roster allows you to view all of your previous and upcoming appointments associated with each patient. Here, you can keep track of what type of appointments you have with patients, whether it is video, messaging, phone or in-person. You can also easily add files and forms to be associated with specific appointments by clicking on the corresponding paper clip icon.

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5. FORMS & FILES

The Forms & Files tab displays all of the forms & files you have uploaded for your selected patient. From here, you can view which appointment your forms & files are associated with and also delete anything you no longer wish to assign. Clicking on the “Attached to: Appointment Name” brings you to the session note that is connected to the file.

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6. NOTES

Notes brings you to your session notes log. In Notes, you can view session notes for each appointment you have had with your patient.  You can also download your session notes as PDFs to store on your computer.

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If you have any questions about Roster or are interested in adding it to your account, please contact a member of the Customer Success team today at support@oncallhealth.ca.

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