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SimboDIYAS Workflow Customization: Manage the Doctor List for Announcements - Admin Panel

Purpose

Add and maintain the doctors that the Copilot can announce or route to.

Steps

  1. Open AdminAnswering Service ManagementConfigurationsEdit.

  2. When you enable any of the "doctors taking their own calls" -> In Doctor List, enter the following for each doctor:

    • First name

    • Last name

    • Email

    • Phone number

  3. Use the add button to include additional doctors or the remove button to delete one.

  4. Click Save.

Notes

  • The list powers the Own Calls Providers announcements.

  • Only include doctors who are available to take calls according to your on-call policy.

Tips and good practices

  • Review and update the list before each new on-call rotation.

  • Verify phone numbers and escalation preferences with each doctor.

  • Remove inactive doctors to keep menus short for callers.