Using Patient Prism

User Management

• Adding Users
• 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
• Voice Fingerprint

Location Management

• Who Can Edit Location Settings and What Can Be Changed?
• Editing Location Settings

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 (Website Pool) Tracking Number
• Dynamic Pool Number Insertion Options

Call Plans

• What are Call Plans?
• Call Plans Actions
• Call Plan Examples

Reports

• The Dashboard
• Performance Report
• Referring Sources
• Agent Report

Filtering Reports

• What are filters and what do they do?
• Creating, Editing and Saving Filters
• Recommended Filters
• Making and filtering by User Groups
• Making and filtering by Location Groups

Editting and Following Up on a Call

• How to Update Fields in a Call
• How to Follow up on a Call

Dictionary System

• What are Dictionaries?
• How to use Dictionaries

Business Schedules

• What does the Business Schedule do?
• How to Create a Business Schedules

Outbound Calling

• What is Outbound Calling?
• Info To Know Before Making an Outbound Call
• Making an Outbound Call Follow Up
• Making a General Outbound Call

Tags

• What are Tags?
• How to Create Tags
• How to Apply Tags
• Filtering by Tags

Trigger System

• 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
• Set Referring Source by Tracking Number Called