Company Administrators have several tools available to tailor how data appears and functions within Patient Prism.
Patient Prism allows you to filter, organize, and automate data views so that they align with your company’s operational and reporting needs.
Business Schedules 📅
Add a business schedule and associate it with a location to filter calls by During or After Business Hours. This helps refine your reporting views.
Editing Location Settings ⚙️
This is where you'll apply business schedules and manage Call Basics and Procedures for each location.
Voice Fingerprint 🗣️
Make sure your agents are properly tagged in call data by enrolling their Voice Fingerprint under their user profile. This ensures they're identified as the answering agent.
Unweight Calls Based on Set Conditions ⚖️
Using the Trigger System, Patient Prism can automatically unweight calls that meet specific conditions (e.g., a new opportunity that didn’t book and had Medicaid insurance).
For more information on unweighting calls, see our article here.
Set Referring Source by Tracking Number Called 📞
Ensure every tracking number has an assigned source to maintain accurate marketing attribution. This is critical for clean reporting.
Updating Your Follow Up Recommendation Trigger 🎯
The RELO system uses a trigger to determine which calls are flagged for follow-up.
By default, this includes:
New and existing opportunities that didn’t book
Certain not connected calls (e.g., voicemail left by a potential lead)
If you prefer to follow up only on specific types of opportunities (e.g., new opportunities only), the trigger can be updated to match that preference.