Introduction
This guide will outline how to document interactions via Teams and SRS email.
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Use a template to expedite note taking.
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Select a Template
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Collect the Call Details
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Once you have added your notes:
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Verify the On Call
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This example uses the Daily Schedule to confirm the On Call.
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Go to the Active Providers tab
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Search by the last name only. Adding a first name will result in a failed search.
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Press Ctrl + F on your Keyboard
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Enter the providers last name
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Click Find Next until you find the desired provider
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Return to the patient's chart in Epic.
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Press the Windows key + Shift + S on your keyboard
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Click and drag the Patient Summary
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Go back to your Outlook email.
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Click Above your notes
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To paste the snip of the patient information:
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Press Ctrl + V on your keyboard
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To: SRS Entity Communication Support Team
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Enter a Subject
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Indicate if the call is still Open or Done. Example: Done: Paged Dr. Raed Manadrah to PA Anna McKinley at ST UC 619-568-8028
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Select all of your email
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Click Send
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Open Microsoft Teams.
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Select Chats
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Select T2 Remote Agents
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Click the message field and Press Ctrl + V on your keyboard then Enter
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