Recently Updated Pages
SimboDIYAS — Home Screen All Calls Worklist Dashboard
Using Placeholders in Message Templates - Admin Panel
Purpose: Describe how to work with placeholder fields inside template text. What are placeholder...
Selecting Specific Organization Settings across the Admin Panel
Purpose: Explain how the Select Organization control works across all Admin sub-menus in Phone Co...
Unblock Callers - Admin Panel
Purpose: Use this page to restore calling access for phone numbers that were previously blocked i...
Manage Holidays and Unplanned Off-Hours - Admin Panel
Purpose: Use this page to tell Phone Copilot when your front office is closed. During these times...
Import and Export Holiday Schedules with Excel - Admin Panel
Purpose: Use Excel to add many closures at once, or to back up and share your schedule outside Ph...
On-Call Scheduling Overview - Admin Panel
Purpose Explain how Phone Copilot routes after-hours calls to the right person using on-call sch...
Configure the Fallback On-call Schedule - Admin Panel
Purpose: Set a default contact who receives alerts when no other schedule matches. How it works ...
Set Alert Preferences (Alert Group) on a On-call Schedule - Admin Panel
Purpose: Explain what the Alert Preferences field does during scheduling. What it controls Aler...
Understanding Vacation and Temporary Overrides - Admin Panel
Purpose: Explain what a Vacation or Temporary Override is in Phone Copilot, why it is useful, and...
User Roles Dashboard
Purpose Explain what each Phone Copilot user role can access, when to use each role, and how to ...
Access and understand the On Call Providers page - Admin Panel
Purpose: Help you reach the On Call Providers screen and understand what is on it. Where to find...
Add a New Dashboard User - Admin Panel
Purpose Create a new SimboConnect dashboard login, and optionally add the user as an On Call Pro...
Block a spam or bot caller
Purpose: Stop the Phone Copilot from answering future calls from a spam number. Steps Open ...
Send and receive SMS text chat
Purpose: Chat with patients by SMS from inside the call record. Steps Open the call and loc...
Read the AI Summary and request blocks
Purpose: Understand the call quickly and see what Phone Copilot already handled. Steps Look...
Navigate the Call Details screen
Purpose: Help staff understand the three-panel Call Details screen and where to find common actio...
Column quick reference for calls worklist dashboard
Phone No. — Caller’s number. Groups indicate related interactions. Copilot — AI line or ...
Send a HIPAA‑compliant chat message from the calls worklist dashboard (home screen)
Purpose: Coordinate with your team without leaving the dashboard. Steps Click the floating ...
Create your own persistent dashboards (Favorites)
Purpose: Save any filter combination so you can return to it with one click. Steps Open the...