Recruitment actions - Add a call / Add a comment - Patient
The guide explains how to register and track recruitment actions for candidates and patients
Hyggio Support
23 steps
2 minutes
Hyggio
Functionalities are available from Site and Organizational levels
Add a call
1
Open patients' or candidates' list
2
Click on three dots to open the menu
3
Click "Add call"
4
The modal window to register a call for the record appears with:\\ - type of call - date and time of the call - call's outcome - optionally you can add a comment
5
When you fill all required fields, click "Save"
6
An information "Call saved successfully" will apear and call will be registered
7
Additionally, you can register a call and flag record to 'Call back". To do that, you have to choose the outcome with "Call back"
8
Then, the additional field to set, when we should call back, appears
9
After saving, next to the record's ID, a flag appears with information on when to call back
10
When the time to call back elapses, the flag changes to orange one
11
If you want to remove flag, as it's not needed anomore you can click on the flag and delete it. Flag will also disappear when you will register other action.
12
You can also filter list by "Call back" flag. To do that click "Filters"
13
Switch "Call back" toggle ON
14
You can also declare what time period to call back you can filter
15
Click "Filter"
16
The list narrows down by chosen filters
Add a comment
17
You can register call and comment also from record's card perspecitve. To Add a comment click "Actions"
18
Click "Add comment"
19
Type a comment
20
Click "Save"
21
An information "Comment saved successfully" will appear and comment will be registered
Actions' history
22
To check the whole registered actions you can open an Actions' table. Click tab "Actions"
23
Then you will see all registered actions in chronological order
