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Using Patient Prism
Articles that will help you navigate and use Patient Prism
User Roles Explained
How to Change a User's Assigned Roles
Inviting third party users to your company
Removing Users From a Location or Company
Tracking Phone Numbers
What are tracking numbers?
How to choose between Static and Dynamic Numbers
How to Create a Static Tracking Number
How to Create a Dynamic Tracking Number
What are filters and what do they do?
Creating, Editing and Saving Filters
Making and filtering by User Groups
Making and filtering by Location Groups
What is Outbound Calling?
Info To Know Before Making an Outbound Call
Making an Outbound Call Follow Up
Making a General Outbound Call
What are Dictionaries?
How to use Dictionaries
What does the Business Schedule do?
How to Create a Business Schedules
What is the Trigger System
How to Create a Trigger to Send an Email to a Patient Prism User
How to Create a Trigger to Send a Text Message (SMS) to the Caller