Difference between revisions of "Call Center"

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| Click '''Work Request''' to go to Work Request window.
 
| Click '''Work Request''' to go to Work Request window.
 
[[File:MenuWorkRequests.png|80x80px]]
 
[[File:MenuWorkRequests.png|80x80px]]
−
|- style="vertical-align:top;"
 
  
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<big>'''<font size="5">2</font>'''</big>  
 
|Click the '''Call Center''' icon to open call center window.
 
|Click the '''Call Center''' icon to open call center window.
Line 18: Line 18:
 
[[File:CallCenterHome-NewWorkRequest.png|1000x1000px]]
 
[[File:CallCenterHome-NewWorkRequest.png|1000x1000px]]
  
−
The '''Work Request''' window will open with required fields in Red.
+
The '''Work Request''' window will open with required fields in red.
 +
 
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
 
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:CallCenter-NewWorkRequest.png|left|756x756px]]
 
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:CallCenter-NewWorkRequest.png|left|756x756px]]
 +
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
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| Click '''Work Request''' to go to Work Request window.
 
| Click '''Work Request''' to go to Work Request window.
 
[[File:MenuWorkRequests.png|80x80px]]
 
[[File:MenuWorkRequests.png|80x80px]]
 +
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
 
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<big>'''<font size="5">2</font>'''</big>  
 
|Click the '''Call Center''' icon to open call center window.
 
|Click the '''Call Center''' icon to open call center window.
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|<big>'''<font size="5">3</font>'''</big>  
 
|<big>'''<font size="5">3</font>'''</big>  
 
|'''New Work Request:''' To create a new work request, click on the '''Work Request''' bar.  
 
|'''New Work Request:''' To create a new work request, click on the '''Work Request''' bar.  
−
[[File:CallCenterHome-NewWorkRequest.png|1000x1000px]]
+
[[File:CallCenterHome-NewBedCleaningRequest.png|1000x1000px]]
  
 
The '''Work Request''' window will open with required fields in Red.
 
The '''Work Request''' window will open with required fields in Red.
 +
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
−
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:allCenterHome-NewTBedCleaningRequest.png|left|756x756px]]
+
|Select a '''Campus, Location (number)''' and '''Priority'''. Enter other fields as desired. Press the '''Save''' icon when done.
 +
[[File:BedCleaningRequest.png|967x967px]]
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
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|<big>'''<font size="5">3</font>'''</big>  
 
|<big>'''<font size="5">3</font>'''</big>  
 
|'''New Work Request:''' To create a new work request, click on the '''Work Request''' bar.  
 
|'''New Work Request:''' To create a new work request, click on the '''Work Request''' bar.  
−
[[File:CallCenterHome-NewWorkRequest.png|1000x1000px]]
+
[[File:CallCenterHome-NewTransportRequest.png|1000x1000px]]
  
 
The '''Work Request''' window will open with required fields in Red.
 
The '''Work Request''' window will open with required fields in Red.
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
−
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:CallCenterHome-NewTransportRequest.png|left|756x756px]]
+
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired.  
 +
[[File:TransportRequestWindowwithDropdowns.png|961x961px]]
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
|<big>'''<font size="5">5</font>'''</big>  
+
|<big>'''<font size="5">5</font>'''</big>
−
|The Work Request confirmation popup will appear.[[File:WorkRequestCreatedPopup.png|left|355x355px]]
+
|Depending on the Transport Type selected, different Fields will appear.  
−
|}
+
'''Note''': Required fields will be indicated by red borders.
  
 +
'''Example''': If '''Discharge''' is selected for transport type, resulting required fields include:
 +
* First and Last Name of Patient
 +
* Gender
 +
* From Room
 +
* To Space
 +
* Needed Time
 +
[[File:TransportWindow-DischargeRequiredFields.png|930x930px]]
 +
|- style="vertical-align:top;"
 +
|<big>'''<font size="5">6</font>'''</big>
 +
|Press the '''Save''' icon when done. 
 +
[[File:Save.png|border]]
 +
 +
The Work Request confirmation popup will appear.[[File:WorkRequestCreatedPopup.png|left|355x355px]]
 +
|}
  
 
== Using Call Center to Search Requests ==
 
== Using Call Center to Search Requests ==
 +
[[File:CallCenterHome.png|left|1000x1000px]]
 
{| class="wikitable"
 
{| class="wikitable"
  
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* Room Number
 
* Room Number
 
* Building
 
* Building
 +
 +
''For a Work Request Search go to next step.''
 +
 +
''For a Bed Cleaning Search Skip to step 4.''
 +
 +
''For a Transport search Skip to Step 5.''
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>  
 
|<big>'''<font size="5">3</font>'''</big>  
−
|'''Work Request Search:''' To search for a specific work request, type a Work Request number into the search field .
+
|'''Work Request Search:''' To search for a specific work request, type a '''Work Request''' number into the search field.
−
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
+
Results show the '''Request Number, Request Date, Status, Status Date, Problem''' and '''Description.'''[[File:WorkRequest-CallCenterSearch.png|1000x1000px]]
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
−
|If the request if found, the result will be shown in the Search Results area.
+
|'''Bed Cleaning Request Search:''' To search for a bed cleaning request, enter a '''room number, space description''', or the '''name''' of the person.
−
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Description.'''
+
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Last Changed.'''[[File:CallCenterBedCleaningSearch.png|1000x1000px]]
−
[[File:WorkRequest-CallCenterSearch.png|left|thumb|1000x1000px]]
+
  
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
−
|'''Bed Cleaning Request Search:''' To search for a bed cleaning request, enter a room number, or the name of the person.
+
|'''Transport Request Search:''' To search for a Transport Request, enter a '''Patient Name''' into the search field. Other information like room number will also get results.
−
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Last Changed.'''[[File:CallCenterBedCleaningSearch.png|left|thumb|999x999px]]
+
−
 
+
−
|- style="vertical-align:top;"
+
−
|<big>'''<font size="5">6</font>'''</big>
+
−
|'''Transport Request Search:''' To search for a Transport Request, enter a '''Patient Name''' into the search field.
+
  
−
Results show the '''Patient Name''', '''Time, Status, Status Time''' and '''Transporter.'''[[File:CallCenterTransportRequestSearch.png|left|thumb|1000x1000px]]
+
Search results show the '''Patient Name''', '''Time, Status, Status Time''' and '''Transporter.'''[[File:CallCenterTransportRequestSearch.png|1000x1000px]]
 
|}
 
|}

Latest revision as of 11:12, 15 April 2016

Use the call center page to quickly create new requests, or search for an open Work Request, Bed Cleaning or Transport.

Using Call Center to Create New Work Requests

1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click the Call Center icon to open call center window.

CallCenter.png

3 New Work Request: To create a new work request, click on the Work Request bar.

CallCenterHome-NewWorkRequest.png

The Work Request window will open with required fields in red.

4 Select a Service Type, Problem, Request Date and Building. Enter other fields as desired. Press the Save icon when done.
CallCenter-NewWorkRequest.png
5 The Work Request confirmation popup will appear.
WorkRequestCreatedPopup.png

Using Call Center to Create New Bed Cleaning Requests

1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click the Call Center icon to open call center window.

CallCenter.png

3 New Work Request: To create a new work request, click on the Work Request bar.

CallCenterHome-NewBedCleaningRequest.png

The Work Request window will open with required fields in Red.

4 Select a Campus, Location (number) and Priority. Enter other fields as desired. Press the Save icon when done.

BedCleaningRequest.png

5 The Work Request confirmation popup will appear.
WorkRequestCreatedPopup.png

Using Call Center to Create New Transport Requests

1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click the Call Center icon to open call center window.

CallCenter.png

3 New Work Request: To create a new work request, click on the Work Request bar.

CallCenterHome-NewTransportRequest.png

The Work Request window will open with required fields in Red.

4 Select a Service Type, Problem, Request Date and Building. Enter other fields as desired.

TransportRequestWindowwithDropdowns.png

5 Depending on the Transport Type selected, different Fields will appear.

Note: Required fields will be indicated by red borders.

Example: If Discharge is selected for transport type, resulting required fields include:

  • First and Last Name of Patient
  • Gender
  • From Room
  • To Space
  • Needed Time

TransportWindow-DischargeRequiredFields.png

6 Press the Save icon when done.

Save.png

The Work Request confirmation popup will appear.
WorkRequestCreatedPopup.png

Using Call Center to Search Requests

CallCenterHome.png
1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click Call Center icon to open call center window.

CallCenter.png

Searches can be made for any known bit of information that is attached to a request, such as

  • Work Request Number
  • Patient Name
  • Room Number
  • Building

For a Work Request Search go to next step.

For a Bed Cleaning Search Skip to step 4.

For a Transport search Skip to Step 5.

3 Work Request Search: To search for a specific work request, type a Work Request number into the search field.

Results show the Request Number, Request Date, Status, Status Date, Problem and Description.WorkRequest-CallCenterSearch.png

4 Bed Cleaning Request Search: To search for a bed cleaning request, enter a room number, space description, or the name of the person.

Results show the Space Description, Request Time, Cleaning Status and Last Changed.CallCenterBedCleaningSearch.png

5 Transport Request Search: To search for a Transport Request, enter a Patient Name into the search field. Other information like room number will also get results.

Search results show the Patient Name, Time, Status, Status Time and Transporter.CallCenterTransportRequestSearch.png

Retrieved from "https://help.myfacilityfitpro.com/index.php?title=Call_Center&oldid=962"