The Patient Prism system allows you to make several changes that will allow your company data to appear as the Admins would like it.
Business Schedules 🗓️
Adding a business schedule and associating it with a location will allow you to filter calls by During or After Business Hours to allow for a deeper analysis of your data.
👉 See Business Schedules for more information.
Edit Location Settings ⚙️
Location Settings are where you will apply a business schedule and update Procedures.
👉 See Editing Location Settings for more information.
Assigning Agents to Phone Calls ☎️
To ensure your agents are tagged as answering agents for phone calls, they will need to be labeled as a Call Handler. Calls can be assigned using our Name Matching and/or enrolling their Voice Fingerprint under their user profile.
👉 See Assigning Agents to Phone Calls for more information.
Unweight Calls Based on Set Conditions ⚖️
Using the Trigger System, you can have the system automatically unweight calls based on the conditions set (for example, when a new opportunity does not book an appointment and they had a Medicaid insurance plan).
This will allow you to “ignore” certain calls that did not book an appointment because they were not bookable.
👉 See Unweight Calls Based on Set Locations for more information.
Set Referring Source by Tracking Number Called 📞
To achieve the best marketing reporting possible, ensure your tracking numbers are receiving a source.
👉 See Set Referring Source by Tracking Number Called for more information.
Updating Your Follow-Up Recommendation Trigger 🔄
The RELO calls will appear on the Dashboard based on this trigger, which tells the system what calls should be recommended for follow-up.
By default, this will be set to apply to all new and existing opportunities that did not book an appointment on the initial call, as well as certain not connected calls where they leave a voicemail that our system thinks is a potential lead.
If you would like your team to only follow up on new opportunities that did not book, this trigger should be updated to reflect that preference.
👉 See Updating Your Follow Up Recommendation Trigger for more information.