You are here: Home > Customer Support > Customer Help Documents

Customer Help Documents

These Customer Help Documents have been designed to been designed to help you get the most from your PhoneTree system. The PDF format allows us to explain how-tos with words and pictures — plus they are easily printed out for ease of use. These subjects are also cross-referenced through the Customer Service Site Search, so if you're looking for a particular answer to a topic covered below, the answer displayed usually has a link to these documents, in addition to a standard text answer. PhoneTree Customer Help Documents are constantly in development, so view this area periodiclally for future updates.

Viewing these documents requires Acrobat Reader.

PhoneTree 2100, 2500 and 3500

Customer Help Document Subject Backing Up/Restoring Your PhoneTree System How do I create a back up and/or restore our PhoneTree system? Call Statuses What do the Call Statuses that appear on my call list and reports mean? Call Times How do I change the time(s) that PhoneTree makes calls? Cancelling an OnDemand Call Job How do I cancel an active OnDemand call job? File Formats How can I make sure the data on my import file is formatted correctly? File Import How do I import my data? Groups & Group Messaging How do I use the Group and Group Messaging feature in PhoneTree? Hardware Recording/Playback Set Up Tips How can I make sure my PhoneTree hardware is set up properly for recording and/or playback? Importing a Wav File I want to use a third-party program to record my outgoing PhoneTree message and then import it into PhoneTree. What is required to do this? PhoneTree Client Settings What settings need to be in place to use PhoneTree Client? Remote Operation (Version 5) Remote Operation (Version 6) How do I use Remote Operation? Remote Operation: No Answer (Version 5) Remote Operation: No Answer (Version 6) When calling in to use Remote Operation, why is my PhoneTree system not answering? Sending Text Messages How do I send text messages using PhoneTree? Upgrade Installation How do I install the software upgrade I’ve just purchased? Updating Credit Card Info for OnDemand How do I update the credit card information for my OnDemand account?

Patient Messaging, Pro and Lab

Customer Help Document Subject Backing Up/Restoring Your PhoneTree System How do I create a back up and/or restore our PhoneTree system? Call Statuses (Hosted Services) Call Statuses (Hardware Purchase) Call Statuses (Pro and Lab Reminder) What do the Call Statuses that appear on my call list and reports mean? Cancelling a Hosted Call Job (Patient Messaging) How do I cancel an active hosted call job? Lab Client As a provider, how do I use PhoneTree Lab Client? Lab Log Reports How do I understand the Actions on my PhoneTree Lab Log reports? Lab Patient Dial-In How will our patients use PhoneTree Lab? Lab Provider Dial-In As a provider, how do I dial in to use PhoneTree Lab? Editing Message Variables and Map Strings (Pro) How do I edit message variables (provider, location, appointment type, etc.) and Map Strings in PhoneTree Pro? Message Change Utility (Pro) How do I submit the files needed for my Message Change request? Moving the Pro/Lab System We need to move our PhoneTree Pro/Lab system to a new PC. What is the best way to go about this? Multi-Practice Studio Info (Pro) How do I view and/or print my messages and variables (provider, location, appointment type, etc.) in PhoneTree Pro (for multi-practices)? New Items Detected (Patient Messaging) I received an email from PhoneTree stating, "PhoneTree has detected new items!" What does this mean and what should I do? Scheduling & Exporting Appointments In Microsoft Outlook How do I use Microsoft Outlook to schedule appointments and export them to a file that can be imported by PhoneTree? Single Studio Info (Pro) How do I view and/or print my messages and variables (provider, location, appointment type, etc.) in PhoneTree Pro?

General

Customer Help Document Subject Connect Phone Cord I keep getting a message that says Please Connect Telephone Cord. What should I do? Converting a Microsoft Excel File to CSV How do I convert a Microsoft Excel file to CSV format? Exporting Contacts From Outlook How do I export my Contacts from Microsoft Outlook so I can import them into PhoneTree? Installing PhoneTree on Windows 7 How do I install PhoneTree on Windows 7? Installing PhoneTree on Windows Vista How do I install PhoneTree on Windows Vista? Line Card Install How do I install the line card(s) I’ve just purchased? Line Card Not Found I keep getting an message that says Line Card Not Found. What does this mean? Using Gmail with PhoneTree How do I get PhoneTree to work with Gmail?