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Doc Notes

Overview

With Doc Notes for AppExchange, medical professionals can easily track and follow up on the many requests they receive for patient records — from completing forms about communicable diseases to forwarding files to new providers.

1 of 1

  • Manages and documents the fulfillment of requests for copies of records

  • Provides a repository for doctor’s notes, including sample communications of all kinds

  • Tracks how effectively staff members are responding to requests

Whether they are handling workers’ compensation paperwork or forwarding immunization records at the end of summer, doctors spend a great deal of responding to requests for information. Appforce Doc Notes tracks document requests and outbound communications, so doctors and their administrative teams waste less time managing them. The application provides a repository for boilerplate forms and sample letters so staffers can quickly and easily pull together documents and forward them to a physician for signing. Appforce Doc Notes includes a Mandates tab for tracking paperwork on cases, such as those of certain communicable diseases, that must be reported due to legal requirements. Built-in reports let you see how many requests you are receiving each month and what sorts of diseases have been reported from your practice. You can keep a separate list of requests for each of your practitioners, as well as an archive of contact information for the agencies and offices that are frequent recipients of documents from your office.

Categories

Business Needs
Productivity
Industries
Healthcare & Life Sciences
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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