Call Queue: Call score not transferring to CTM

  • Updated

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

  1. When a call comes into the Call Queue, select a star rating and call disposition.
  2. Create a New Patient or Associate the call to an existing Patient Record by selecting a record.
  3. Go to CTM, note that the call tag will indicate the star rating, but not the actual score.
  4. Navigate back to the CRM and Create a Treatment Opportunity.
  5. Associate the call to the Treatment Opportunity.
  6. Transfer the Treatment Opportunity to the EMR.
  7. Accept the Treatment Opportunity in the EMR.
  8. Apply an Admit date and MR# to the chart.
  9. Go back to the CTM record.
    • The call will now display the star rating. 

Additional Information

For more information on Call Queue API for CTM, click here.

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