Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Phone Call (Documentation)

A short tutorial demonstrating how to document and manage patient phone calls in Canvas EHR — from note creation to follow-up task assignment.

Phone Call - Watch Video

Purpose of this Video

This video teaches clinical and administrative staff how to efficiently document patient phone calls in Canvas EHR. Proper phone call documentation ensures that important patient communications, updates, and follow-ups are accurately recorded and visible to the care team — helping maintain continuity of care and compliance with communication standards.

What You’ll Learn

  • How to create a phone call note in Canvas EHR

  • Where to document caller information, reason for the call, and outcomes

  • Linking a phone call note to the correct patient record or encounter

  • How to assign tasks or messages for follow-up actions

  • Tips for using commands or templates to speed up phone call documentation

  • Viewing past phone calls in the patient’s chart or timeline

Key Takeaways

  • Documenting phone calls directly in Canvas EHR ensures that patient communications are centralized and visible to the entire care team.

  • Linking calls to the patient record maintains an accurate and compliant communication log.

  • Adding follow-up tasks or flags ensures timely responses and accountability.

  • Using structured templates or commands for phone calls improves consistency and saves time.

  • Reviewing prior calls within the patient chart supports better-informed, coordinated care.