This feature request is part of CAISI: C.A.S.H. and ACCESS 1 Waiting List Management System - ID: 3488352.
This feature is intended for users who need to quickly create a note without knowing a Client's identity at the time of creation. Users will create notes for new Anonymous clients and later link them to existing client records using the existing Encounter interface.
New links will be added to the Case Management and Oscar Schedule interface (for initiating an anonymous Phone Encounter) and to the Encounter interface (for linking a note to another client/patient record). A program entitled 'Phone Encounter' will be created in each facility requiring the use of the Phone Encounter feature. This program will be used as the default for the Phone Encounter feature. Future development will include the ability to specify the program to use for Phone Encounters within the Oscar/CAISI administration section.
Initiating an Anonymous Phone Encounter causes a new Anonymous Client to be created in the current Facility under the 'Phone Encounter' program and brings the user to the Encounter interface for that new Anonymous Client. A note is created and either saved to the Anonymous Client record, or attached to an existing client record by clicking the new 'link note' icon.