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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
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