If you receive another contact about an issue already noted in an Activity, you can add follow-up notes to that existing activity. 

  1. Open the Activity you need to add a follow-up to.
  2. Click on the Add button at the bottom, below the status.
  3. Enter notes about the follow-up in the text field.
  4. Click on Select Follow-up Call Code and choose the type of call: Client Staff OutboundClient Staff InboundPT/CG/Facility CallVendor Call.
  5. Click on Select Follow-up Disposition and choose the result of the call. The options here will vary depending upon which Follow-up Call Code you select.
    • Client Staff Outbound: Answered - Accepted/Relayed, Answered - Deferred/Pending, Answered - Warm Transfer, No Answer/No Voicemail, Voicemail.
    • Client Staff Inbound: Accepted/Relayed, Deferred/Pending.
    • PT/CG/Facility Call: Inbound Call, OB: Answered, OB: No Answer, OB: Voicemail.
    • Vendor Call: Inbound Call, OB: Answered - Pending, OB: Answered - Relayed, OB: No Answer, OB: Voicemail.
  6. Click on Save.

Once you've saved a follow-up note, you can archive it by clicking the red X next to it.