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Call Insight - Patients Section

Call Insight - Patients Section

This article covers how to access the Patient Section of Call Insight.
Grace Richards avatar
Written by Grace Richards. Updated over a week ago

Before calling a patient back, take a minute to pull up the patient's Pop Up Card to view clinical information, family information, and more!

The video below will walk you through where to access your Patient Section and how to view a patient's Pop Up Card.

How to View Patient Information in Call Insight

Step by Step Instructions:

  1. Access the Patients tab in Call Insight

  2. Search for the patient

  3. Click the patient name to pull up their patient card

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