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SimboDIYAS Workflow Customization: Test and Validate Answering Service Changes - Admin Panel

Purpose

Confirm that your configuration changes produce the workflow you expect.

Steps

  1. After saving any change, place a test call from an external phone line.

  2. Walk through the expected path:

    • During hours message capture

    • Hospital selection

    • ER or Floor choice

    • Hospital name choice

    • Doctor announcement and selection

  3. Check the dashboard for the created message and tags.

  4. If routing to a doctor was expected, confirm that the call or notification reached the correct person.

Troubleshooting checklist

  • If a menu did not play, confirm that the related checkbox is enabled and saved.

  • If the wrong hospital appears, verify the hospital list and short codes.

  • If a doctor did not appear, confirm the doctor is on the Doctor List and the correct scenario is enabled.

Tips and good practices

  • Keep a simple test script so every admin can perform the same checks.

  • Test each scenario after you change schedules or doctor availability.

  • Review recent messages daily for the first week after any major change.