Search Results

... season changes. Skim each workflow box for policy changes. Qu ...s inside the first line of each workflow with the date, for example “Updated intake rules on 2025-09-15.” Encourage staff to submit suggested edits using one standard form. ...

...Admin menu → Copilot Settings → Workflow Customization What you can con ...nitial IVR, After Hours On-call Workflows, Verify Date of Birth, and Tra ... editable sections: Refill Workflow Questions Medical Records Workflow Questions Appointment Work...

...ll schedule. Steps In Workflow Customizations, check Enable After Hours On-ca ...ll Workflows. Ensure your on-call sche ...ns in plain English inside your workflows if you need any clinic-specific steps. Review alert destinations before...

...oosing between SimboConnect and SimboVara becomes simple when you match y ...utbound calls, deeper EHR-aware workflows, and a consultative rollout wi ...m the product page.  Pick SimboVara if you want a fast, self-serve ...a simple dashboard to configure workflows. Get started now to create an ...

...here to edit: Talk to Clinician Workflow Questions Suggested workflow questions Please specify the message or reason in detail for arranging the callback Optional additions Ask for best callback time and number. Steps Enter your p...

...ore you make any changes on the workflows. Quick test plan Make on ...abled. Trigger each edited workflow with a simple statement and confirm the questions are asked in order. Trigger each conditional transfer rule and confirm the call rout...

... Where to edit: Medical Records Workflow Questions Suggested questions and conditions What type of records are requested: full medical record or a specific visit What is the mode of delivery. We support secure email, physical copy, patient portal, and...

... edit: Appointment Cancellation Workflow Questions Suggested questions and prompts Please provide the appointment details you want to cancel including date, time, and doctor Would you be okay for our staff to call you to reschedule the appointme...

...scalate. Where to edit: Refill Workflow Questions Suggested questions and conditions Paste and adapt the following example lines: Which medications would the caller like to refill Who is the caller’s doctor Confirm their pharmacy name and...

... edit: Appointment Rescheduling Workflow Questions Suggested questions Please provide the appointment details you want to reschedule including date, time, and doctor What is your preferred time to reschedule the appointment Steps Enter...

...ts. Where to edit: Appointment Workflow Questions Suggested questions and conditions Is the caller an existing patient with us or a new patient What is the reason for the appointment With which doctor or department do they need to schedule...

...ilot records what the caller says without read-back confirmation. Steps Check Verify Date Of Birth on Workflow Customizations. Click Save. Tips and ...ng, include instructions in the workflow about verifying the patient’s details.

...ter hours. Steps Open Workflow Customizations. Enter the Front Desk Tran ... the front desk. When your workflow text includes instructions like “If the caller is upset, transfer to front desk.” Tips and Good practices Use a hu...

...o to Admin → Copilot Settings → Workflow Customizations. In Website URL, paste links to your website and any relevant PDFs. Example entries: https://www.exampleclinic.com/ https://www.exampleclinic.com/patient-pre-visit-guidelines.pdf ...

... If this number is set and your workflow calls for referral transfer, Co ...r follow up. Steps In Workflow Customizations, locate Referral Transfer Phone ... Appointment or Medical Records workflows that say when to transfer for referrals. T...

SimboVara is a multilingual AI front offi ... It automates common front desk workflows so your staff can focus on pat ...ry interaction. Quick context: SimboVara is built on the same platform a ...s SimboConnect. SimboVara is inbound first with a fast se...

...Spanish. When disabled, Copilot speaks English only. Steps On Workflow Customizations, check Enable Multiple Language ...use another language. Keep workflows written in clear English. Copilot translates its prompts for the caller.

...xpress routing rules inside any workflow box without special syntax. Ho ...w 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 special scenarios w...

Purpose Control how long Copilot waits while attempting a live transfer before it stops trying. Behavior After the timeout, Copilot returns to the caller and takes a message if the transfer did not connect. Steps Find Transfer Timeout. En...

Purpose Allow Copilot to answer “when are you open” accurately and to control transfer behavior within office hours. What to include Normal hours Per-location hours if they differ Department exceptions or special rules Any instructions fo...