Recently Updated Pages
Deleting a Message Template - Admin Panel
Purpose: Explain how to safely remove a template that is no longer needed. Steps Open Admin...
Switch Between Calendar and Table Views - Admin Panel
Purpose: Show how to see on-call coverage either on a calendar grid or in a sortable table. Step...
Adding On-Call Schedule - Admin Panel
Purpose: Guide a scheduler to add a single on-call entry for a specific period. Steps Open ...
Edit or Delete an On-Call Schedule Entry - Admin panel
Purpose: Explain how to adjust an existing schedule. Edit steps In Calendar view, double-cl...
Create a Recurring On-call Schedule - Admin Panel
Purpose: Automate repeating coverage such as weekdays or weekends. Steps Open Default Sched...
Choosing Call Types for On-call Schedule - Admin Panel
Purpose: Explain how call types control which calls a schedule handles. What call types represen...
Import and Export On-call Schedules with Excel - Admin Panel
Purpose: Show how to manage schedules in bulk with a spreadsheet. Export steps Open On-Call...
Verify On-call Coverage Using Calendar and Table View - Admin Panel
Purpose: Provide a quick checklist to ensure every after-hours call is routed. Steps In Cal...
Create or Edit an Alert Group for After-Hours On-Call Alerts - Admin Panel
Purpose: Provide step-by-step instructions to add a new Alert Group or edit an existing one, and ...
Manage Vacation and Temporary Overrides: Add, Edit, Delete, and View - Admin Panel
Purpose: Provide clear steps to add, edit, delete, and view Vacation or Temporary Overrides in Si...
Call Volume Report: Overview - Admin Panel
Purpose: Show total volume trends so you can plan staffing and office hours. What is in this rep...
Call Volume: Weekday Averages - Admin Panel
Purpose: Understand which weekdays receive more or fewer calls. Reading the panel Each bar ...
Call Volume: Hourly Averages - Admin Panel
Purpose: Identify peak hours during the day. Reading the panel Bars show the average calls ...
Call Volume: Daily Call Volume - Admin Panel
Purpose: Track exact call counts for each day in the selected period. Reading the panel Eac...
Call Details Report: Overview - Admin Panel
Purpose: Show what callers need, who handled calls, and how fast requests were closed. What is i...
Call Details: Call Bifurcation - Admin Panel
Purpose: Explain why people are calling your practice. Reading the panel Each category show...
Call Details: Call Assignments - Admin Panel
Purpose: Show how many calls each user is assigned. Reading the panel The table lists users...
Call Details: Call Closure Time / SLA - Admin Panel
Purpose: Measure how long it takes to close a caller’s request. Reading the panel Buckets s...
Call Details: Call Closed By (Call Closers) - Admin Panel
Purpose: Identify who is closing calls and at what share. Reading the panel The chart shows...
Customer Journey Report: Overview - Admin Panel
Purpose: Show how calls flow from start to finish, including transfers, pickups, misses, and hand...