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.... It automates front-desk phone workflows for both inbound and outbound ...at mirrors your real front-desk workflows rather than forcing a rigid IV ...wers in about two seconds. Workflow mirroring: You define what “goo ...e. The agent follows your exact workflows. EHR and calendar integra...

...I Phone Copilot for after-hours workflow automation - please set up a fr ...s://vara.simboconnect.com/ For SimboDIYAS, our self-serve AI Phone Copilo ...t for after-hours on-call workflows - please get started now: http ...  A short video on SimboPAS vs SimboDIYAS:   A detailed video on Simb...

... It automates common front desk workflows so your staff can focus on pat ...erson. On the back end, it runs workflows that match your practice rules ...nds, so callers do not notice. Workflow design and customization You d ...ern and follows your escalation workflow. For example, it can forward to...

...mate phone calls and front desk workflows so that your team can respond ...lls. You can always edit in the workflows eventually if you dont want ca ...ensure that you have setup your workflows properly! Details with links g ...ven below. On-boarding and workflow configurations Please see the ...

...utbound calls, deeper EHR-aware workflows, and a consultative rollout wi ...a simple dashboard to configure workflows. Get started now to create an ...prise rollouts target EHR-aware workflows and calendar integration so th ...lity and fewer double bookings. Workflows are tailored to your rules rat...

...re helps users streamline their workflow by avoiding repeated manual sel ...n view for efficient review and workflow handling. Left Panel: Fax Logs ...hment Tools – Attach the fax to workflows or download it. Page Navi ... Task Status Dropdown – Update workflow status. Assign To – Assign...

...r exactly as configured in your workflow. Save the template. Tips and good practices Use only placeholders that your organization supports. If unsure, check with your Phone Copilot administrator. Keep placeholders readable and consisten...

...Configure Co-pilot settings and workflows Yes No No ...settings Create and update workflows Manage on-call schedules Access analytics and reporting Perform other administrative tasks When to assign: Assign Adm...

...plit across multiple SMS messages by carriers. Use placeholders such as <appt_time> only if your workflow supports them. Test before broad use. Do not include protected health information that is not required for the purpose of the message.

...o take Prepare scripts and workflows for the top reasons. Update your IVR greeting to direct common requests to the right team. Add self-service steps where appropriate. Tips and good practices Review this monthly to keep scripts c...

...rom the same person as a single workflow. Steps Calls are grouped by the caller’s phone number in the table. All entries inside a group typically belong to the same patient or task. Start with the oldest unresolved row in a group and work upward...

...and how staff can use it in one workflow. Steps Open the call Click a call from your queue to open the Call Details screen. Use the header bar Select More info to view internal details such as Call ID, Copilot line, call time, dura...

...actices Confirm key details like dates, times, and names by repeating them. For sensitive topics, move to a private area. If the room is noisy, use a headset mic. Document important decisions in the chart using your normal workflow.

... not If you are modifying your workflows on Simbo's Admin panels, please keep these in mind to get best results on natural sounding voices. Do Use short sentences and simple words. Ask for one thing at a time. Place a short pause after que...

...scalation to Backup 2 to reduce missed calls. Review groups after any staffing changes to keep Primary, Backup 1, and Backup 2 accurate. If Email is part of your workflow, include it as an early heads-up and follow with Call for escalation.

...this call thread stands in your workflow (e.g., New, In Progress, Waiting, Done). Click the status pill to update. Language: Indicates the language of the call. Filterable for routing multilingual workloads. Other fields: Time received, assignee,...

...ve or print using your practice workflow. Example voice prompts “Create a letter for patient ID 56789 to excuse absence for today with follow‑up on Friday.” “Draft a referral letter to Dr. Anita Shah for patient ID 24680 for physical therapy...

... Task Status Dropdown: Update workflow status (Open, In-Progress, Resolved). Assign To: Assign the fax to a specific user. Communication Actions Reply Button: Send a fax reply directly to the sender. Forward Fax: Forward the fax to an...

...en finished, end the call. The interaction is logged on the dashboard. Notes Calls placed from SimboConnect are HIPAA‑compliant. Use the notes/message field in the dialer (above the keypad) when your workflow requires a quick annotation.

...uch as Open or Resolved as your workflow requires. Handle pictures from patients Patients can attach pictures in their SMS reply. Examples include a photo of a driver license, an insurance card, a referral, or a wound image. View: Images appear ...