Phone System VM Tasks

In the VM Tasks Channel for the Voicemail Tasks. Remember to do to the following:

Voicemails will appear in the Incoming Bucket or their appropriate Bucket.

1. Assign – Select your name
2. Subject Line – Change the “Shared Voicemail” section to: “Patient’s Name - Birthdate”  
3. Labels – Apply the Region’s Label the patient is in.
4. Bucket – Place the Task in its appropriate Bucket based on the Reason for the Order. If it doesn’t Fit into the existing Buckets, please Leave in the Comments the Reason of the Call. We can create new Buckets if need be.
5. Progress – Once you begin working on the Task, change the Progress drop down to “In Progress”.
6. Notes – Here you will see the Transcription of the Voicemail. Its not always accurate so always refer to the Email of this Voicemail to hear the Audio file of the voicemail. (Please note: We are working on adding the file to the task.)
7. Comments – Please leave your name showing you completed the task and what you did to help the Patron. Example: “Patient Case created, sent to Sherry Elders”
8. Complete – Click on the Bubble next to the Subject Line or change the Progress drop down to Complete

Before you change the Task to Complete, please make sure these areas are filled out.