This may be a bit out there but worth an ask.
Is it possible to create a 'contact button' on each patients record so if they make contact with the practice by phone for example, the team can bring up their account in Practice Hub and press a button which allows them to add more information if necessary (maybe with drop down boxes which could be edited manually)- eg: called to query a payment, and then save. This would then automatically update the patients Overview, but also feed into an area which allows us to create a report so we can see how many people have contacted, what about etc.
At the moment we record this information on a spreadsheet but if it was all in one place it would save alot of time and also alot easier. I used to work in a call centre many moons ago and they had something like this within their system which worked well.
Thanks for considering!