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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
Patient Messaging, Pro and Lab
| Customer Help Document |
Subject |
| 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 PhoneTree Patient Messaging System |
We need to move our PhoneTree Patient Messaging system to a new PC. What is the best way to go about this? |
| 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? |
| Single Studio Info (Pro) |
How do I view and/or print my messages and variables (provider, location, appointment type, etc.)
in PhoneTree Pro? |
|
General