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SimboVara Workflow Customization: Build Talk to Clinician Workflow Questions - Admin Panel
Purpose Capture enough detail to arrange an informed clinician callback. Where to edit: Talk to Clinician Workflow Questions Suggested workflow questions Please specify the message or reason in detail for arranging the callback Optional additions ...
SimboVara Workflow Customization: Add Conditional Transfer/Routing Rules in Plain English - Admin Panel
Purpose Show how to express routing rules inside any workflow box without special syntax. How it works In any of the workflow questions, you may specify one or more conditional call routing or transfer to your specific phone number. This is helpful in speci...
SimboVara Workflow Customization: Test Your Workflow Changes - Admin Panel
Purpose Verify that edits behave as expected before you make any changes on the workflows. Quick test plan Make one change and Save. Place a live call to your main number during office hours and confirm: Opening prompt and language choice if e...
SimboVara Workflow Customization: Maintenance Checklist for Workflow Customizations - Admin Panel
Purpose Provide a repeatable process to keep Copilot accurate over time. Monthly checklist Verify on-call schedule ownership and escalation paths. Confirm office hours for holidays and season changes. Skim each workflow box for policy changes. ...
SimboDIYAS Workflow Customization: Configure the On-call Answering Service - Admin Panel
Purpose This article explains the full configuration of the On-call Answering Service in SimboConnect so that you can adjust AFRA workflows for your practice. Where to go Open Admin. Go to Answering Service Management. Select Configurations. ...
SimboDIYAS Workflow Customization: Enable During Hours Smart Answering Service - Admin Panel
Purpose Turn on smart call handling during working hours so messages flow to the dashboard instead of personal voicemail. Steps Open Admin → Answering Service Management → Configurations → Edit. Check Enable During Hours Smart Answering Service. ...
SimboDIYAS Workflow Customization: Enable Hospital Answering Service and Add Hospitals - Admin Panel
Purpose Accept and manage calls from hospital staff for routine and urgent consults. Steps Open Admin → Answering Service Management → Configurations → Edit. Check Enable Hospital Answering Service. In Hospital Name, enter each hospital you su...
SimboDIYAS Workflow Customization: Enable Smart Bifurcation of Calls from ER and Floors - Admin Panel
Purpose Ask hospital callers to specify ER or Floor so messages reach the right on-call flow. Prerequisite Hospital Answering Service must be enabled. Steps Open Admin → Answering Service Management → Configurations → Edit. Check Enable smart bif...
SimboDIYAS Workflow Customization: Enable Smart Bifurcation by Hospital Name - Admin Panel
Purpose Ask callers to select the hospital they are calling from and route based on that choice. Prerequisite Hospital Answering Service must be enabled and hospitals must be added. Steps Open Admin → Answering Service Management → Configurations → Ed...
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...
SimboDIYAS Workflow Customization: Manage the Doctor List for Announcements - Admin Panel
Purpose Add and maintain the doctors that the Copilot can announce or route to. Steps Open Admin → Answering Service Management → Configurations → Edit. When you enable any of the "doctors taking their own calls" -> In Doctor List, enter the follow...
SimboDIYAS Workflow Customization: Test and Validate Answering Service Changes - Admin Panel
Purpose Confirm that your configuration changes produce the workflow you expect. Steps After saving any change, place a test call from an external phone line. Walk through the expected path: During hours message capture Hospital selection...
SimboDIYAS Workflow Customization: Best practices for Hospital Short Codes - Admin Panel
Purpose Create clear and useful short codes for hospitals to improve speed and accuracy. Guidelines Use 2 to 3 characters only. Make each code unique across all hospitals. Match common abbreviations your team already uses. Avoid numbers t...