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SimboDIYAS Workflow Customization: Announce Available Doctors and Let Callers Choose a Doctor - Admin Panel
Purpose Allow callers to route to a specific on-call doctor when appropriate. Steps Open Admin → Answering Service Management → Configurations → Edit. To enable announcements for a scenario, check one or more of: Enable Own Calls Providers For...
SimboConnect: Enterprise AI Phone Co-Pilot for Healthcare
.... 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...
Get started with SimboDIYAS: Step by Step Registration
...VoIP phone number and answering workflows. Higher tiers include more cal ...ensure that you have setup your workflows properly! Details with links g ...w. Step 8. On-boarding and workflow configurations Please see the ...est performance and your custom workflows. You can update those on your ...
SimboPAS vs SimboDIYAS: Which one is right for you?
... rollout of after-hours on-call workflows Small and mid-size practi ... on timelines, triage, hospital workflows, alerts, and language support ...on if no response Next-day workflows in the dashboard for routine i ...ules, holidays, coverage rules, workflow versioning, reports for volume,...
How to Get Started on Simbo Products - Quick Links
...I Phone Copilot for after-hours workflow automation - please set up a fr ....simbo.ai/schedule-connect For SimboVara, our self-serve AI Phone Copilo ...Copilot for after-hours on-call workflows - please get started now: https://diyas.simboconnect.com/ ...
Using Placeholders in Message Templates - Admin Panel
...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...
User Roles Dashboard
...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...
Creating a New Message Template - Admin Panel
...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.
Call Details: Call Bifurcation - Admin Panel
...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...
Work with grouped call threads (by phone number)
...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...
Call Details screen overview (single-page guide)
...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...
AI Language Translator at the Front Desk
...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.
What It Takes to Make AI Agents Sound Like a Human
... 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...
Alert Groups in SimboConnect: Overview - Admin Panel
...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.
SimboConnect — Home Screen All Calls Worklist Dashboard
...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,...
Create Custom Letters with Voice
...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...
Place an outbound call from the dialer (HIPAA‑compliant)
...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.
Manage SMS Text Chat With Patients in SimboConnect
...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 ...