MSR Training Orders Week 1 Practice Test

The main idea here is identifying where to capture details of a call in the WellServ and ePost workflow. The button you use to document a call in ePost is ePost Notes. This option creates a note that is attached to the client’s ePost record, so the call details—who you spoke with, what happened, outcomes, and any follow-up—are stored in one place for easy review and auditing.

Other options don’t fit as the primary way to log a call in this context: CMS is a different system or module, not the call-entry mechanism in ePost; ePost Email is for composing or logging emails, not documenting a phone conversation; and Contact Log might be a general log, but the standard, directly linked method for recording call details in ePost is the ePost Notes button.