Go to Manage -- > Triggers
https://next-web.patientprism.com/manage/triggers
1. Click +Create in the top right corner of the page
2. Select the Company this trigger should be for and give it a name
3. Select Call Analysis Updated as the Trigger Event
4. Set your conditions.
This is when you would like the text alerts to occur
The standard is when a caller reaches voicemail (shown below):
5. Set your actions, click + Add Action and select Send SMS
Then, select the Caller option as the Recipient
This is what you would like to occur, and for the purposes of this article, we want to send an SMS to the person that called a Patient Prism number and reached voicemail
Your screen should now look like this:
6. Enter in text in the Content section
This is what the caller (patient) will see when they receive the text
You can include your online scheduling link here:
Hello!
We are sorry we missed your call.
If you are looking to schedule an appointment with our office, you can do so online with the link below:
https://www.exampleschedulinglink.com/jshs88jdjs2323
7. Your final trigger page should look like this:
8. Ensure that Run Once under the action is on (blue) and then click Save to finalize the trigger creation
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Anytime a call analyzed meets the conditions set, a text message containing the info in the Content box will be sent to the caller.
Video Example