In‑Call: No
Start Call
End Call
Scenario:
Existing Patient — Cancellation
Existing Patient — Reschedule
Existing Patient — Confirmation
Existing Patient — Returning MA Call
Existing Patient — Returning Results Call
Existing Patient — Provider Question
Existing Patient — Refill Request
Existing Patient — Billing Question
──────────
New Patient — Cancellation
New Patient — Reschedule
New Patient — Confirmation
New Patient — Returning MA Call
New Patient — Returning Results Call
New Patient — Provider Question
New Patient — Refill Request
New Patient — Billing Question
──────────
True New Patient — No CRM Data
True New Patient — Cancellation
True New Patient — Reschedule
True New Patient — Confirmation
True New Patient — Returning MA Call
True New Patient — Returning Results Call
True New Patient — Provider Question
True New Patient — Refill Request
True New Patient — Billing Question
Run
Reset
Call Screenpop (Testing v2)
Patient
Name
Phone
MRN
DOB
New
Existing
Appointment Context
Scheduled?
Yes
No
Change
None
Cancellation
Reschedule
Reason
Select reason...
No longer needed
Illness/Family Emergency
Work/School Conflict
Insurance
Referral
POOO r/s
Other
Other (details)
Other Call Reasons
Confirmation
MA Call
Task
Transfer
Results
Task
Transfer
Provider Question
Task
Transfer
Refill Request
Task
Transfer
Billing Question
Task
Transfer