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Call Summary Sheet

Fill this in after every contact with a referral base, by phone or in person.

How call summaries work

  • Log every contact the same day, one summary each.
  • Not instant. It files onto the practice record within about an hour.
  • No patient information in a summary or an upload.
  • Keep it inside VKP. Never share this link or the passcode.
  • Questions or corrections? Ask Joe Alexander.