To create a call from the Institution's card, do the following:

1. Go to the HCO's section.
2. Select the Institution from the list.
3. Click the New Call button.

4. In the New Call dialog:

• Select the Cycle Plan from the list.
• Select the Invitation type.
• Select the call type.
• Select the call's start and end date.
• Select the call state:

Planned - the user plans a call for the upcoming hour/day/month. The user can make changes to the call or delete it from.

Done - change the call status to Done after the making the call. Users can't modify the call with the Done status.

Canceled - user can cancel the call, if it didn't take place for some reason. Users can't modify canceled calls and the system doesn't display it in reports.

5. Click the Save button.