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Using Patient Prism
Articles that will help you navigate and use 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
Tracking Phone Numbers
What are tracking numbers?
How to choose between Static and Dynamic Numbers
Call Plans
How to Create a Static Tracking Number
How to Create a Dynamic Tracking Number
Reports
The Dashboard
Performance Report
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
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
Dictionary System
What are Dictionaries?
How to use Dictionaries
Business Schedules
What does the Business Schedule do?
How to Create a Business Schedules
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