ResultsCall Settings

You must have the Patient Messaging: ReminderCall permission to see the ResultsCall Settings page. (To edit this page, you must have the Communicator Admin: ResultsCall Settings permission or the Communicator Admin permission.)

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. To view the settings for a specific department, click the department name on the left side of the page.
3. Filter by — Select Department from the menu, and then select one or more departments from the list.
   Note: If your practice uses Communicator Brands, you see the brand names in the filter list. Click the plus sign next to a brand name to display the departments included in that brand.
4. Click Filter. All selected departments appear in the list on the left side of the page. The ResultsCall settings for the first department in the list appear on the right side of the page.
5. To view the settings for one of the other departments that you selected, click the name of the department on the left side of the page.
6. To view the ResultsCall settings for a different group of departments or providers, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

You must have the Patient Messaging: ReminderCall permission to see the ResultsCall Settings page. (To edit this page, you must have the Communicator Admin: ResultsCall Settings permission or the Communicator Admin permission.)

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. To view the settings for a specific provider, click the provider name on the left side of the page. (Expand a department name to see the provider names.)
3. Filter by — Select Provider from the menu, and then select one or more providers from the list.
4. Click Filter. All selected providers appear in the list on the left side of the page. The ResultsCall settings for the first provider in the list appear on the right side of the page.
   Note: If a selected provider works in more than one department, the provider name appears under each department on the left side of the page.
5. To view the settings for the same provider in a different department or to view the settings for a different provider, click the name of the provider on the left side of the page.
6. To view the ResultsCall settings for a different group of departments or providers, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

You must have the Patient Messaging: ReminderCall permission to see the ResultsCall Settings page. (To edit this page, you must have the Communicator Admin: ResultsCall Settings permission or the Communicator Admin permission.)

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Settings from the menu, and then select one of these options:
   • Departments with no caller ID number
   • Caller ID number — You specify the caller ID number to filter on
   • Inactive providers (see the To activate ResultsCall for providers section)
3. Click Filter.
   • If you selected the Departments with no caller ID number option, the departments with no caller ID number configured appear on the left side of the page, and the ResultsCall settings for the first selected department appear on the right side of the page. To view the settings for another department with no configured caller ID number, click the department name on the left side of the page.
   • If you selected the Caller ID number option, the departments and providers with the specified caller ID number appear on the left side of the page, and the ResultsCall settings for the first selected department appear on the right side of the page. To view the settings for another department or a provider with that caller ID number, click the department or provider name on the left side of the page.
   • If you selected the Inactive providers option, the list of providers for whom ResultsCall is not active appears on the left side of the page.
4. To view the ResultsCall settings for a different group of providers or departments, click the cancel icon to the right of the Filter by menu. You can then reset your filter options.

The athenahealth best practice is to activate ResultsCall for all providers.

The only way to activate providers is to enable message types. The only way to deactivate providers is to disable the message types.

After you deactivate ResultsCall messages for a provider, the provider still appears on the ResultsCall Settings page.

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
2. Filter by — Select Provider from the menu.
   The list of providers appears on the right side of the page.
3. Select the provider from the list, and then click Filter.
4. Click Edit. If the provider appears in more than one department and you need to deactivate ResultsCall for that provider in all departments, click Bulk Edit.
5. Under the Phone heading, select Use custom settings and disable the Enable phone calls option (remove the checkmark from the box).
6. Under the Emails heading, select Use custom settings and disable the Enable emails option (remove the checkmark from the box).
7. Under the Text Messages heading, select Use custom settings and disable the Enable text messages option (remove the checkmark from the box).
8. Click Save.

To edit the settings on the ResultsCall Settings page, you must have the Communicator Admin permission or the Communicator Admin: ResultsCall Settings permission.

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — You can use this menu to display and edit the ResultsCall settings for specific departments, providers, or settings.
   
   Note: You can edit the settings for one department or provider by clicking the department or provider name on the left side of the page.
   
   
   • If you select Department from the Filter by menu, a list of all departments appears. (If your practice uses Communicator Brands, you see the brand names in the filter list. Click the plus sign next to a brand name to display the departments under that brand.) Select one or more departments, and then click Filter.
   • If you select Provider from the Filter by menu, a list of all providers appears. Select one or more providers, and then click Filter.
   • If you select Settings from the Filter by menu, a list of options appears on the right side of the page:
     • Departments with no caller ID number
     • Caller ID number
     • Inactive providers

     Select one of these settings, and then click Filter.

   
   
   
3. To edit the selected ResultsCall settings:
   • Click Edit to edit the practice settings or the settings for one department or provider.
   • Click Bulk Edit to edit the settings for two or more departments or providers.
     
     Note: Verify the settings that you want to edit at the top of the right side of the page, for example, "Edit Practice Settings," "Edit Settings for Multiple Departments," or "Edit Provider Settings."
4. Edit the ResultsCall settings (see the Field Reference).
5. Click Save.

A bulk edit applies the same edits to all selected departments or providers. Use the Bulk Edit button to make the same edits to the ResultsCall settings for:

• Multiple departments
• One department listed under multiple brands (the settings for the department will be the same under all brands after a bulk edit)
• Multiple providers
• One provider listed under multiple departments (the settings for the provider will be the same in all departments that include the provider after a bulk edit)
• Providers or departments selected using one of the Settings options in the Filter by menu: Departments with no caller ID number, Caller ID number, or Inactive providers

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Department, Provider, or Settings from the menu.
3. Select the departments, providers, or setting from the filter list on the right side of the page and then click Filter.
4. On the left side of the page, click Bulk Edit.
   
   The heading on the right side of the page now says "Edit Settings for Multiple Departments" or "Edit Settings for Multiple Providers."
5. Select one of these options:
   • Use practice settings (for department edits)
   • Use department settings (for provider edits)
   • Use custom settings
   • No changes
6. If you selected Use custom settings, make changes to the settings (see the Field Reference).
7. Click Save.

For each group of practice settings, you have two options:

• Use recommended settings
• Use custom settings

To edit ResultsCall settings for the practice:

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Click Edit. The Edit Settings for Practice view appears.
3. Locate the settings to edit (for example, General settings or Phone settings).
4. Use recommended settings — If you previously configured custom settings, you can select this option to remove the custom settings for the practice and use the athenahealth-recommended settings instead.
5. Use custom settings — If you need to customize settings for the practice (for example, disabling text message notifications), select this option and then make your edits (see the Field Reference).
6. Click Save.

For each group of department settings, you have two options:

• Use practice settings
• Use custom settings

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Department from the menu.
   The list of departments appears on the right side of the page.
   Note: If your practice uses Communicator Brands, the departments are organized under the brand names in the list. Click the plus sign next to a brand name to display the departments included in a brand.
3. Select the departments from the list and then click Filter.
   The settings for the first selected department appear on the right side of the page.
4. To edit the settings for one department, click Edit. (If you used the Filter by menu to select more than one department, select the department to edit from the list on the left side of the page.) To edit the settings for two or more departments, click Bulk Edit.
5. Locate the settings to edit (for example, General settings or Phone settings).
6. Use practice settings — If you previously configured custom settings, you can select this option to remove the custom settings and use the practice settings instead.
7. Use custom settings — If you need to customize settings for one or more departments (for example, enabling text message notifications for a department), select this option and then make your edits.
8. Click Save.

For each group of provider settings, you have two options:

• Use department settings
• Use custom settings

To edit ResultsCall settings for one or more providers:

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. Filter by — Select Provider from the menu.
   
   The list of providers appears on the right side of the page.
3. Select the providers from the list and then click Filter.
   The settings for the first selected provider appear on the right side of the page.
4. To edit the settings for one provider, click Edit. (If you used the Filter by menu to select more than one provider, select the provider to edit from the list on the left side of the page.) To edit the settings for two or more providers, click Bulk Edit.
   
   Note: To edit the settings for a provider who works in more than one department so that the settings are the same for that provider in all departments, select the provider in the Filter by menu, click Filter, and then click Bulk Edit.
5. Locate the settings to edit (for example, General settings or Phone settings).
6. Use department settings — If you previously configured custom settings, you can select this option to remove the custom settings and use the department settings instead.
7. Use custom settings — If you need to customize settings for one or more providers (for example, entering a different phone call message window for a provider), select this option and then make your edits (see the Field Reference).
8. Click Save.

The audit history shows all changes made to the ResultsCall settings for the practice, a department, or a provider. Each area of the ResultsCall Settings page (General, Phone, etc.) has its own audit history.

1. Display the ResultsCall Settings page: On the Main Menu, click Settings > Communicator. In the left menu, under Practice Links — ResultsCall, click ResultsCall Settings.
   The ResultsCall Settings page opens, with the practice-wide settings displayed.
2. To display the audit history for the practice-level ResultsCall settings:
1. Click Audit history in the section of the page for which you want to view the audit history (for example, the General section).
   Note: If no changes have been made to ResultsCall settings at the practice level since ResultsCall was implemented, the Audit history link does not appear.
2. Click the Close (X) icon when you finish viewing the audit history.
3. To display the audit history for a department or provider:
1. Select the department or provider using the Filter by menu or by clicking the name of the department or provider on the left side of the page.
   Note: If you use the Filter by menu to select multiple providers or departments, you see the Audit history links for the first department or provider that you selected. To see the Audit history links for another selected department or provider, click the name of the department or provider on the left side of the page.
2. Click Audit history in the section of the page for which you want to view the audit history.
   Note: If no changes have been made to ResultsCall settings for a department or provider since ResultsCall was implemented, the Audit history link does not appear.
3. Click the Close (X) icon when you finish viewing the audit history.

You can use the Filter by menu on the left side to display these filter options:

• Department — Use this option to select multiple departments. If your practice uses Communicator Brands, click the plus sign next to the brand name to display the list of departments.
• Provider — Use this option to select multiple providers.
• Settings — Use this option to display three additional filter options on the right, and then select one of the options.

After you select the departments, providers, or setting on the right side, click Filter to create the filtered list of items on the left.

On the left side of the page, providers are listed under departments.

• If your practice uses the Provider Drop-downs feature — Providers are listed according to the mapping on the Provider Drop-Downs page.
• If your practice does not use the Provider Drop-downs feature — Providers are listed based on their scheduling history. For example, if a patient has been scheduled with Dr. Smith in the Rome office, Dr. Smith appears under the Rome office.
  

If a department or provider has custom ResultsCall settings, a star appears next to the department or provider name.

• For a department, custom settings are settings that differ from the practice settings.
• For a provider, custom settings are settings that differ from the department settings.