Issue
After scoring a call, I do not see the rating transfer to my CTM.
Environment
Kipu CRM, Feature: Call Queue, Call queue API (requirement)
Resolution
- When a call comes into the Call Queue, select a star rating and call disposition.
- Create a New Patient or Associate the call to an existing Patient Record by selecting a record.
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Go to CTM, note that the call tag will indicate the star rating, but not the actual score.
- Navigate back to the CRM and Create a Treatment Opportunity.
- Associate the call to the Treatment Opportunity.
- Transfer the Treatment Opportunity to the EMR.
- Accept the Treatment Opportunity in the EMR.
- Apply an Admit date and MR# to the chart.
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Go back to the CTM record.
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The call will now display the star rating.
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The call will now display the star rating.
Additional Information
For more information on Call Queue API for CTM, click here.