Call Purpose lists can be configured by a practice and set to appear as the default listing for a practice. Admins are able to create Call Purposes and choose their listing order. Custom Call Purposes and global Call Purposes can be configured and reordered together. Global and custom Call Purposes can be disabled and copied across all practices, while custom Call Purposes can be edited.

Click the hamburger menu on the ThoroughCare Dashboard to bring up the site menu. Proceed to the link called ‘Management’ and choose ‘Call Purposes’ from the dropdown list.

Once on the Call Purposes page, look to the upper right of the screen and press the button called ‘Add New Call Purpose.’

A new modal will pop up and ask you to first create a name for your custom Call Purpose.

Select the TC product that you want to associate this custom Call Purpose with.

A notification will appear letting the user know their actions were successful.

You may get the warning further below that asks the user to refresh their page to see their intended changes.

After hitting save in the modal, you’ll see your new ‘Call Purpose’ in the category list along with the product it is associated with.

Note: Your new ‘Call Purpose’ will initially appear at the bottom of the category list.

On the Call Purposes page, custom 'Call Purposes' can be edited, disabled/enabled, and copied across all practices.

To edit a custom ‘Call Purpose’ find the edit button to the right of it and click on it.

A modal will appear with the options to change the name and product associated with it. Click save when satisfied with your changes.

To disable a custom or global ‘Call Purpose,’ click on the red ‘Disable’ button located next to the edit button.

A prompt will appear from your chosen browser asking you to confirm that the task type should be disabled.

Once disabled, you will see that the button has turned blue with the words ‘Enable.’ Click the button again to bring the ‘Call Purpose’ back into an active state.

You will see a toaster notification at the top of your screen when a user enables or disables a task type.

The final button on the right allows a user to copy the selected call type to all practices enrolled under the administrator.

Note: You can’t edit or delete a global ‘Call Purpose.’ The edit and delete button will appear disabled for any call type that can not be changed or removed.

Up and down arrows on the left side of each ‘Call Purpose’ (custom or global) indicate that a user can drag and drop ‘Call Purposes’ into their preferred list/ordering setup.

Users should click and drag ‘Call Purposes’ to their intended places until the desired order is achieved.

Note: After moving a ‘Call Purpose’ to a new ordering, you will see a notification asking you to refresh to view your changes.

The final ordering of both custom and global ‘Call Purposes’ will be reflected in the patient Call/Interaction modals for the Call Scheduler.

Note: If you do not see your custom ‘Call Purpose’ for a patient that is enrolled in the appropriate program then please check that your custom ‘Call Purpose’ is enabled.