How to Use Bookmarks

🔖 What are Bookmarks in Patient Prism?

Bookmarks let you flag any call (or a specific clip of a call) so you can quickly find it later. They live in your personal Bookmarks library and do not affect what other users see. 

🎯 Why Use Bookmarks?

⚙️ Creating a Bookmark

1. Open a Call Summary.
2. Click the Bookmark icon (upper-right corner).
3. In the Manage Bookmarks window:
   • Name - Give it a clear title (e.g. Great greeting example).
   • Description (optional) - Why this bookmark matters.
   • Folder (optional) - Pick a folder to store the bookmark.
   • Crop call (optional) - Drag the sliders to keep only the key clip.
4. Click Save to bookmarks.

🗂️ Accessing & Managing Your Bookmarks

1. From anywhere in Patient Prism, click the  Bookmarks icon in the top menu to access your bookmarks.
2. Use the left sidebar to switch between All or specific folders.
3. On any bookmark you can:
   • Play the clip directly.
   • Open Call Summary.
   • Edit (rename, update description, move).
   • Move to a different folder.
   • Delete if no longer needed.
4. Click New Folder to group bookmarks (e.g. by topic or agent).

🔗 Sharing a Bookmarked Call

Bookmarks themselves are private, but the underlying call can be shared:

• With the call summary page open, click the Share this page icon in the top menu, or the 🔗 Copy URL icon in the call summary.
• Paste and send the link, and recipients can open the call summary with their own login.

❓ Frequently Asked Questions