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Frequently Asked Questions

General
· Is PhoneTree secure?
· Do I have to be an Administrator in Microsoft Windows to install and run PhoneTree?
· Can I install and operate PhoneTree on a Server?
· Do I need to install both Male and Female Voice Text-to-Speech CDs?
· Can I access PhoneTree from another PC?
· What information does the data file from my practice management software need to contain?
· What file format do I need to export my data file in?
· What do I name my data file?
· Where do I save my data file?
· How do I send email reminders to patients?
· How do I change my message script?
· How do I notify patients of appointment cancellations due to special circumstances (bad weather, doctor is out of the office, etc.)?
· How do I prevent PhoneTree from calling and/or emailing patients that should not be contacted?
· The Call Statuses "Telco Msg" and/or "Busy After Voice" appear for a few of the patients on my call list. What do these statuses mean? Will I be charged for these calls?
· I noticed a number of calls with the status "Hung Up Early" – what does this mean?
· How do I backup my PhoneTree system?
· How do I view and/or print past call jobs?
· I would like to purchase a Studio Session for my PhoneTree system. What is included? Do I need to purchase more than one?

Hosted Services
· What is the email address on the Account Registration screen used for?
· How do I know if a call job has been submitted?
· How do I know if a call job has been completed?
· How do I manually print the current call list?
· A message stating, "New configuration items have been detected. Please re-run 'Appointment Message' on the Configure tab." has appeared in a red bar at the bottom of the Automation Center. What does this mean?
· How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
· How do I change my preset Call Times/Days?
· How do I add a Practice?
· Can I send multiple call jobs from the same application?
· My call job did not place any calls. Why did this happen?
· The Call Status "Bad Name/Phone" appears for one of the patients in my call list. Was a call made to this patient? Was I charged for this call?

Hardware Purchase
· How do I know if a call job has been submitted?
· How do I know if a call job has been completed?
· How do I manually print the current call list?
· A message stating, "New configuration items have been detected. Please re-run 'Appointment Message' on the Configure tab." has appeared in a red bar at the bottom of the Call Center. What does this mean?
· How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
· How do I change my preset Call Times/Days?
· How do I add a Practice?
· Can I send multiple call jobs from the same application?
· The Call Status "Bad Name/Phone" appears for one of the patients in my call list. Was a call made to this patient?
· I want to connect multiple PhoneTree hardware units to my PC, but I only have one USB port available. Can I use an external USB Hub to add additional USB ports?

 

General

Is PhoneTree secure?
Yes. PhoneTree uses 128-bit SSL encryption when sending and receiving data from our servers.
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Do I have to be an Administrator in Microsoft Windows to install and run PhoneTree?
The user account that will be used to install the PhoneTree system and operate it daily does not need to be an Administrator, but must have full read and write permissions in Microsoft Windows. Without these permissions, PhoneTree cannot be installed nor will it not have the ability to import the required data files from the practice management software. If the data files are created and/or stored on a different computer elsewhere in your office, PhoneTree will also require read and write permissions to that location in order to properly import the files.
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Can I install and operate PhoneTree on a Server?
PhoneTree can be installed and will operate in a Server environment. However, due to the PhoneTree software occasionally requiring the PC it is installed on to be restarted and the noise level in a Server room preventing the ability to create high-quality recordings, we do not recommend installing the PhoneTree system on a Server.
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Do I need to install both Male and Female Text-to-Speech CDs?
No. Each Voice CD can be installed independently. However, if you wish to install both CDs, you must install the FEMALE VOICE CD FIRST.
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Can I access PhoneTree from another PC?
PhoneTree does not have a built-in remote capability. However, remotely accessing the PC operating PhoneTree could be obtained with the use of Microsoft Remote Desktop or other third-party remote software. Note: PhoneTree does not provide support for the use of any remote software, including Microsoft Remote Desktop. Please contact the software manufacturer or your IT Administrator for assistance.
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What information does the data file from my practice management software need to contain?
For Appointment Reminders, the data file must contain the following information for each patient: Patient Name, Patient Phone Number, Patient Appointment Time, and Patient Appointment Date. Optional fields that are recommended for Appointment Reminders, but not required, are: Patient Provider, Patient Appointment Location, Patient Appointment Type, Patient Email Address, Patient Alternate Phone Number, Additional Filtering Field (e.g., Confirmed/Not Confirmed), Patient ID Number.

For other applications (i.e., Recalls, Collections, etc.), the data file must contain: Patient Name and Patient Phone Number. Optional fields that are recommended, but not required: Patient Provider, Patient Appointment Location, Patient Appointment Type, Patient Email Address, Patient Alternate Phone Number, and Patient ID Number.
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What file format do I need to export my data file in?
PhoneTree works with many common file formats (i.e., .csv, .txt, etc.), as well as unique formats generated by practice management software programs. If your data file is created using Microsoft Excel, you will need to save it in CSV format before it can be used with PhoneTree (see Converting a Microsoft Excel file to CSV for more information).
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What do I name my data file?
The name you choose for your data file should be something unique and, since PhoneTree will be programmed to look for this exact name when importing the file, it MUST use the same name each time it is created. For instance, if you created a file for Appointment Reminders, you could name the file "ptappts" or "phonetreeappts."
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Where do I save my data file?
If you are creating the data file on the same PC PhoneTree is installed on, choose a location such as "C:\PhoneTree Files." If you are creating the data file on another PC elsewhere in your office, choose a location on your network, such as a shared drive will full read and write permissions, that the PhoneTree PC will be able to access. Since PhoneTree will be programmed to look for the file in this location, it must be continually saved here each time it is created.
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How do I send email reminders to patients?
PhoneTree can send e-mail reminders to patients (if the patient e-mail was imported along with the other information in the daily appointment data file) in addition to calling them, with or without an attachment for use in an electronic calendar (Microsoft Outlook, Apple iCal, Blackberry, etc.). Once you have created your data file and imported it into PhoneTree, open the Appointment Options wizard and click Next until you reach the Patient E-mail screen.

To enable an e-mail reminder, check the box next to Send e-mail appointment reminders to patients. You may also choose to Include a calendar reminder if desired. Next select an e-mail style and click the Preview button to see what the e-mail reminder message will look like. Then, enter the Subject of the e-mail under Enter E-Mail details. For Office phone #, choose Same for all patients and enter the desired phone number or Varies by location for more than one location (these phone numbers will be populated from with PhoneTree). Click Configure E-Mail if you didn't already during the Automatic Report setup process to configure PhoneTree to work with a valid email account.
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How do I change my message script?
New in version 6.9, your message script can be edited from the Message Preview screen, located at the end of the Appointment Message wizard. To edit your script, select the script element you wish to edit and enter your changes. Edits to any script element within Provider, Location, Phone, or Reason can only be made on the previous, corresponding wizard screens. The Name, time, and date script elements cannot be edited. Note: It is not recommended to remove the brackets from the practice name (e.g., [Greenbrook Healthcare]). Doing so may impact proper message playback.
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How do I notify patients of appointment cancellations due to special circumstances (bad weather, doctor is out of the office, etc.)?
To create a message that will call and notify patients that your office will be closed due special circumstances (bad weather, the doctor being out of the office, etc.), access the Other Applications wizard, located on the Configure tab. Follow the instructions outlined in the "Configurations: Other Applications" chapter of the PhoneTree User Guide (to access the User Guide, click Help > User Guide from any Desktop View) to configure and create your message.
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How do I prevent PhoneTree from calling and/or emailing patients that should not be contacted?
By using the Additional Filtering feature within the PhoneTree software, you can configure PhoneTree to exclude certain patients based on their individual data. For example, if your practice management software kept track of patients who have been confirmed for their appointment and those who have not, and exported this data on the file that PhoneTree imports, then you could tell PhoneTree to exclude the patients with a "confirmed" status and only contact patients with a "not confirmed" status. To enable and use this feature on your PhoneTree system, please contact PhoneTree Customer Support at hcsupport@phonetree.com.

To prevent patients from being called in any message, click the Blocked Numbers icon, located on the Configure tab. Then, in the Name and Phone columns, enter the patient's name and phone number, including the area code. Click the Help button on the Blocked Numbers screen for more information.
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The Call Statuses "Telco Msg" and/or "Busy After Voice" appear for a few of the patients on my call list. What do these statuses mean? Will I be charged for these calls?
These statuses indicate that PhoneTree received a telephone company message (i.e., "You have reached a number that has been disconnected or is no longer in service...," "All circuits are busy...," "Dial 1 plus the area code...," "Call cannot be completed as dialed...," etc.) when it called a patient's phone number. Since the call was answered and airtime was used, charges will apply for this call.

To identify why a telephone company message answered the call, we recommend manually calling these numbers again, exactly how PhoneTree dialed them, and take note of what the message says. The problem could be that dialing rules have been changed by the telephone company and PhoneTree needs to be updated or the phone number is old has been disconnected.

To help reduce the number of "Telco Msg" or "Busy After Voice" statuses appearing on your call report, make sure the phone number for your patients are up to date. Keep in mind, the phone number entered for a patient in your practice management software will be the same number imported into PhoneTree. If you are using fake phone numbers for patients who refuse to supply you with their number, or those patients without, use a generic number such as "000-000-0000" or "999-999-9999." Then, then enter this number into the Blocked Numbers database in the PhoneTree software and no further call attempts will be made to any patient with this phone number.
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I noticed a number of calls with the status "Hung Up Early" – what does this mean?
It indicates the called party listened to your message but hung up before the very end. When the subject of the message is known, it is common for 10% or more of your calls to indicate this status (the behavior is similar to pressing delete before listening to the very end of a voice mail)
. PhoneTree occasionally makes system improvements which, based on your message length and content, may increase or decrease the number of answered calls that indicate "Hung Up Early."
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How do I backup my PhoneTree system?
For instructions on how to create a backup of your PhoneTree system and how to restore it from the backup you create, please see Backing Up/Restoring Your PhoneTree System.
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How do I view and/or print past call jobs?
After each call job has completed, a record of it, including all original job data (Patient Name, Patient Phone Number, Call Status, etc.), is kept in the Call Logs area of the PhoneTree software. Call job data can be viewed by month, call job, or by custom query. To access the Call Logs:

1. From any Desktop View, click the Patient List tab.
2. Click the Appointments icon.
3. From the top of the List Editor screen, click File > View Monthly Call Logs.
4. Calls placed during the current month will be displayed by default. Click the Previous and Next buttons to change months. To perform a search based on specific criteria (i.e., Call Status, Date Range, patient name, etc.), click Query. To perform a search for a specific call job, click Job.
5. Print any Call Log Query by clicking the Print button (on the toolbar of the Monthly Call Logs screen), then choose the desired Report Format to use and click Print.
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I would like to purchase a Studio Session for my PhoneTree system. What is included? Do I need to purchase more than one?
A Session includes one recording request per application (Appointments, Recalls, etc.). This applies to complete or partial recordings of the main message and/or message elements (Provider, Location, etc.). For Appointments, English and Spanish are included with each session. For Other Applications (Recalls, Collections, etc.), only one language per session is included. Note: This service is only for PhoneTree systems using recordings performed by PhoneTree voice over talent.
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Hosted Services

What is the email address on the Account Registration screen used for?
When a call job is submitted, an email notification will be sent to the email address(es) entered here (separate multiple email addresses with a comma). Additional email notifications regarding the call job will be sent when the following occurs: unanswered phone numbers are retried after the first call attempt, new configuration items (Providers, Locations, and/or Appointment Types) are found on your data file, and call job completion. If you do not receive an email notification after submitting a call job, please check your call job's current status.
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How do I know if a call job has been submitted?
There are two ways to determine if a call job has been submitted:

1. Email: An email will be sent to the email address stored on the Account Registration screen (located on the Configure tab) confirming the call job has been received.
2. Real-time Job Status: To view the status and current progress of a call job:
  1. From any Desktop View, click the Patient List tab.
  2. Depending on which application was used, click the Appointments or Other Applications icon.
  3. If a call job is currently in progress, "OnDemand call" will appear in the "Call Status" column for all patients. To view the current progress of a job while it's being called, click Import > Retrieve OnDemand Call Results from the top of the screen. A message will appear, stating: "Call results for job # _ _ _ _ _, using list, <current application>, are not available at this time. Please try again later." Click OK. Next, the "Active OnDemand Service Jobs" screen will appear. Information regarding the call job, such as when it was submitted, how many calls have been placed, and its current status will be displayed here. If a call job has not been submitted, or has been completed, a message will appear, stating: "There are no outstanding OnDemand jobs for this PhoneTree."
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How do I know if a call job has been completed?
There are two ways to determine if a call job has been completed:

1. Email: An email will be sent to the email address stored on the Account Registration screen (located on the Configure tab) confirming the call job has been completed.
2. Real-time Job Status: To view the status and current progress of a call job:
  1. From any Desktop View, click the Patient List tab.
  2. Depending on which application was used, click the Appointments or Other Applications icon.
  3.

If a call job has completed its calling cycle, the "Call Status" column will show an array of call statuses based on the results PhoneTree received for each patient. If the call list still shows "OnDemand call" as the call status for each patient, click Tools > Retrieve OnDemand Call Results from the top of the screen. If the call job has completed, but hasn't refreshed the call results yet, this will manually update the call list. If the call job is still being called, a message will appear, stating: "Call results for job # _ _ _ _ _, using list, <current application>, are not available at this time. Please try again later." Click OK. Next, the "Active OnDemand Service Jobs" screen will appear. Information regarding the call job, such as when it was submitted, how many calls have been placed, and its current status will be displayed here. If a call job has not been submitted, or has been completed, a message will appear, stating: "There are no outstanding OnDemand jobs for this PhoneTree."

You can also verify if a call job is complete, or check its progress, by clicking Tools > OnDemand Service Jobs > Completed Jobs for a list of completed call jobs or Tools > OnDemand Service Jobs > Active Jobs to view the current status of an active call job.

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How do I manually print the current call list?
Depending on which Automatic Reports were selected during your installation, PhoneTree can automatically print, email, and/or create file based reports for the calls it made on the previous day. To print an additional copy of this report:

1. From any Desktop View, click the Patient List tab.
2. Depending on which application was called, click the Appointments or Other Applications icon.
3. On the toolbar, click the Print icon.
4. The "Make Print Selections" screen will appear. Based on the application selected on step 2, choose Appointments or Other Applications from the Report format drop-down menu and Printer from the Send report to drop-down menu. Then, click Print.
5. Make the appropriate choices on the "Print" dialog screen (the report will be printed to the PhoneTree PC's default printer) and click OK.
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A message stating, "New configuration items have been detected. Please re-run 'Appointment Message' on the Configure tab." has appeared in a red bar at the bottom of the Automation Center screen. What does this mean?
When PhoneTree detects new Providers, Locations, Appointment Types, and/or Additional Filters after importing your data file, this message will appear. To tell PhoneTree how to identify and handle these new items, please see How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
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How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
If you received a message in the Automation Center or an email notification from PhoneTree informing you of the detection of "new items" (Providers, Locations, Appointment Types, and/or Additional Filters), or if you wish to make changes to current items, click the Appointment Message icon (located on the Configure tab) and follow the instructions outlined for Providers, Locations, and/or Appointment Types in the "Configurations: Appointment Message" chapter of the PhoneTree User Guide (to access the User Guide, click Help > User Guide from any Desktop View). For assistance with Additional Filter items, click the Help button located on the “Addition Filter” screen.

Note: It is recommended that you check your Automation Center for this message on a daily basis. If ignored, some patients will be missing the Location and/or Appointment Type details in their messages they might need for their appointments. Patients who have appointments with new Providers will not be contacted until the Providers are enabled. If you are using the Additional Filter feature, new items will be contacted until adjusted.

To proactively add Providers, Locations, Appointment Types, and/or Additional Filters to your PhoneTree system, schedule a fake appointment in your practice management software containing the new items for the next appointment date to be contacted. When the data file is created for that date, the fake appointment will be exported along with the other appointments for that day. Once PhoneTree imports the file and detects the new items, follow the aforementioned instructions to identify and configure them.
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How do I change my preset Call Times/Days?
When a call job from any application is submitted to our servers between the hours of 8:30 am and 8:30 pm (your time zone), calling will usually commence immediately. To change the time your call job begins, you will need to alter the file automation setting for the desired application by clicking on the Appointment Options or Other Automation icon, located on the Configure tab.

Appointment Options:
After the wizard opens, click Next until you reach the Appointment File screen. In the Select when PhoneTree will import your appointment file area, determine which automation you are using and follow the instructions below.

Wait for the above file to be created each day: This setting is referred to as the "file trigger." If your PhoneTree system is using this setting, it means you manually create your practice management data file each day and then PhoneTree automatically starts your call job for you once it appears. With that said, to change the time your call job starts, change the time you create your data file.

Look for the file at this time: _ _ _ _ on these days: This setting is referred to as the "time trigger." If your PhoneTree system is using this setting, it means your practice management software automatically creates your data file at a certain time each day and then PhoneTree automatically starts your call job at the time and on the days specified here.

To change the time PhoneTree looks for the data file, click on the actual time field and adjust the hours and minutes. If there are certain days you do not want PhoneTree to import a file on, click on that day and an "X" will appear in its place. IMPORTANT: Keep in mind that the time you specify here has to be AFTER the time your file is scheduled to be created by your practice management software. If the time is set too early, PhoneTree will not see the file and you will have to manually start your calls from the Tasks tab.

I will start my calls manually each day: If your PhoneTree system is using this setting, it means you manually create your practice management data file each day and then manually start your call job in PhoneTree. With that said, to change the time your call job starts, change the time you create your data file.

After you have made your selection, click Next. A message stating, "File not found <insert your path to file>." will appear. Click Continue. Then, click Next until the Congratulations screen appears. Click Finish to exit the wizard.

Other Applications:
After the wizard opens, select Edit Application and then select the desired Application from the drop-down menu. Click Next. At the Your File screen, in the Select when PhoneTree will import your file area, determine which automation you are using and follow the instructions below.

Wait for the above file to be created each day: This setting is referred to as the "file trigger." If your PhoneTree system is using this setting, it means you manually create your practice management data file each day and then PhoneTree automatically starts your call job for you. With that said, to change the time your call job starts, change the time you create your data file.

I will start my calls manually each day: If your PhoneTree system is using this setting, it means you manually create your practice management data file each day and then manually start your call job in PhoneTree. With that said, to change the time your call job starts, change the time you create your data file.

After you have made your selection, click Next. A message stating, "CustomImport: <insert your path to file> was missing!" will appear. Click OK. Then, click Next until the Congratulations screen appears. Click Finish to exit the wizard.
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How do I add a Practice?
If you would like to add additional Practices to your PhoneTree system, please contact Customer Support. Once Customer Support informs you the new Practices are available, click the Account Registration icon (located on the Configure tab) and update your account by entering the Practice Description and Email Address associated with each Practice. When finished, click OK. Then, click the Appointment Options icon. Once the Practice Selection screen, click the drop-down menu to select the Practice you wish to configure and click Next. Follow the instructions outlined in "Configurations: Appointment Message" and "Configurations: Other Applications" chapters of the PhoneTree User Guide (to access the User Guide, click Help > User Guide from any Desktop View) to configure and create your new Practices and messages.
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Can I send multiple call jobs from the same application?
No. Only one call job per application can be active at any given time. If another call job is submitted before the current job has finished calling, the additional job will be rejected by the server and no calls for that job will take place. While it may look like the additional job was submitted, you will not receive a "Calling Job Submitted" email and the current job will continue calling as normal.

To verify if an additional call job has been prematurely submitted, click the Appointments or Other Applications icon (located on the Configure tab) and see what status is shown in the Call Status column for the call list. If the Call Statuses for the call list show "OnDemand Call," then only one call job has been submitted so far and it is currently being called. If the Call Statuses say "Not Called Yet," then an additional call job was submitted before the original job finished and it will be unable to update the Call Statuses on the call list until this issue is corrected. If your call list currently displays "Not Called Yet" for the Call Status column, please contact PhoneTree Customer Support for assistance.
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My call job did not place any calls. Why did this happen?
If a call job was submitted, but no calls were placed, then an active call job for that application was already in progress. Submitting an additional call job for the same application before the current call job is complete will cause an error.

To verify if this was the issue, click the Appointments or Other Applications icon (located on the Configure tab) and check the Call Status column for the call list. If the Call Statuses for the call list show "OnDemand Call," then only one call job has been submitted so far and it is currently being called. If the Call Statuses say "Not Called Yet," then an additional call job was submitted before the original job completed. If your call list currently shows "Not Called Yet" for the Call Status column, please contact PhoneTree Customer Support for assistance.
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The Call Status "Bad Name/Phone" appears for one of the patients on my call list. Was a call made to this patient? Will I be charged for this call?
This status indicates that the Name and/or Phone field for this patient was blank on your practice management data file when it was imported into PhoneTree. Whenever either field is blank, PhoneTree will not attempt to call this patient and no charge will take place.
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Hardware Purchase

How do I know if a call job has been submitted?
When a call job is submitted, the Call Center will record the date and time in the "Last Run Time" column on the Automation tab. You can view the call job's progress and status in the PhoneTree Information/Status box.
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How do I know if a call job has been completed?
Once a call job completes, the PhoneTree Information/Status box on the Call Center will change the "Status" from Calling to Done.
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How do I manually print the current call list?
Depending on which Automatic Reports were selected during your installation, PhoneTree can automatically print, email, and/or create file based reports for the calls it made on the previous day. To print an additional copy of this report:

1. From any Desktop View, click the Patient List tab.
2. Depending on which application was called, click the Appointments or Other Applications icon.
3. On the toolbar, click the Print icon.
4. The "Make Print Selections" screen will appear. Based on the application selected on step 2, choose Appointments or Other Applications from the Report format drop-down menu and Printer from the Send report to drop-down menu. Then, click Print.
5. Make the appropriate choices on the "Print" dialog screen (the report will be printed to the PhoneTree PC's default printer) and click OK.
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A message stating, "New configuration items have been detected. Please re-run 'Appointment Message' on the Configure tab." has appeared in a red bar at the bottom of the Call Center screen. What does this mean?
When PhoneTree detects new Providers, Locations, Appointment Types, and/or Additional Filters after importing your data file, this message will appear. To tell PhoneTree how to identify and handle these new items, please see How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
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How do I add or update Providers, Locations, Appointment Types, and/or Additional Filters?
If you received a message in the Call Center or an email notification from PhoneTree informing you of the detection of "new items" (Providers, Locations, Appointment Types, and/or Additional Filters), or if you wish to make changes to current items, click the Appointment Message icon (located on the Configure tab) and follow the instructions outlined for Providers, Locations, and/or Appointment Types in the "Configurations: Appointment Message" chapter of the PhoneTree User Guide (to access the User Guide, click Help > User Guide from any Desktop View). For assistance with Additional Filter items, click the Help button located on the “Addition Filter” screen.

Note: It is recommended that you check your Call Center for this message daily. If ignored, some patients will be missing the Location and/or Appointment Type details in their messages they might need for their appointments. Patients who have appointments with new Providers will not be contacted until the Providers are enabled. If you are using the Additional Filter feature, new items will be contacted until adjusted.

To proactively add Providers, Locations, Appointment Types, and/or Additional Filters to your PhoneTree system, schedule a fake appointment in your practice management software containing the new items for the next appointment date to be contacted. When the data file is created for that date, the fake appointment will be exported along with the other appointments for that day. Once PhoneTree imports the file and detects the new items, follow the aforementioned instructions to identify and configure them.
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How do I change my preset Call Times/Days?
To change the Call Times/Days that were originally set during your initial installation, click the Appointment Options or Other Automation icon, located on the Configure tab.

Appointment Options:
After the wizard opens, click Next twice. A message will appear, stating "File not found <insert your path to file>." Click Continue. Then, click Next until you reach the Call Delivery Options screen. Select Custom and then click the Configure options... button.

To select the days the PhoneTree system will call, click the box beside each desired day. Deselect the box to prevent PhoneTree from making calls on that day. To change the Don't call before and Don't call after times, click on the actual time field and use the pop-up box that appears to change the hours and minutes. To vary these times for each day, enable Allow different times for each day. Note: Keep in mind, the Don't call before and Don't call after times do not take effect until after the data file has been imported.

When finished, click Next twice. Then, click Finish. Back on the Call Delivery Options screen, click Next until the Congratulations screen appears. Click Finish to exit the wizard.

Other Applications:
After the wizard opens, select Edit Application and then select the desired Application from the drop-down menu. Click Next twice. A message stating, "CustomImport: <insert your path to file> was missing!" will appear. Click OK. Then, click Next until you reach the Call Delivery Options screen. Select Simple to to only adjust the call times and leave all days enabled. Select Advanced to adjust call times and days. Once you have made your selection, click the Configure Options... button.

Simple: To change the Don't call before and Don't call after times, click on the actual time field and use the pop-up box that appears to change the hours and minutes. Note: Keep in mind, the Don't call before and Don't call after times do not take effect until after the data file has been imported. When finished, click OK.

Advanced: To select the days the PhoneTree system will call, click the box beside each desired day. Deselect the box to prevent PhoneTree from making calls on that day. To change the Don't call before and Don't call after times, click on the actual time field and use the pop-up box that appears to change the hours and minutes. To vary these times for each day, enable Allow different times for each day. Note: Keep in mind, the Don't call before and Don't call after times do not take affect until after the data file has been imported.

When finished, click Next twice. Then, click Finish. Back on the Call Delivery Options screen, click Next until the Congratulations screen appears. Click Finish to exit the wizard.
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How do I add a Practice?
If your PhoneTree system has the "Multi-Practice" feature enabled, add new Practices by clicking the Appointment Options icon (located on the Configure tab) and then clicking Next. On the Practice Selection screen, choose Add Practice and enter the Practice name. Next, follow the instructions outlined in "Configurations: Appointment Message" and "Configurations: Other Applications" chapters of the PhoneTree User Guide (to access the User Guide, click Help > User Guide from any Desktop View) to configure and create your new Practices and messages. Note: If the Practice Selection screen does not appear in the Appointment Options wizard, please contact Customer Support.
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Can I send multiple call jobs from the same application?
No. Only one call job per application can be active at any given time. Once a call job has been submitted, PhoneTree will begin calling the job based on your preset Call Times/Days. If another call job is submitted before the current job is complete, the current job and its progress will be permanently overwritten and lost by the new job. If you have more than one call job for a particular application that needs to go out on the same day, wait for the current call job to complete, manually print the call list, and then start the next call job.
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The Call Status "Bad Name/Phone" appears for one of the patients in my call list. Was a call made to this patient?
This status indicates that the Name and/or Phone field for this patient was blank on your practice management data file when it was imported into PhoneTree. Whenever either field is blank, PhoneTree will not attempt to call this patient.
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I want to connect multiple PhoneTree hardware units to my PC, but I only have one USB port available. Can I use an external USB Hub to add additional USB ports?
If you are attempting to connect multiple PhoneTree units to your PC and do not have the necessary USB ports available, purchase and install a true dual (or quad) host controller card instead of using an external USB Hub. This will help to ensure each PhoneTree unit receives the correct amount of USB bandwidth. When connecting your PhoneTree hardware, please limit 1 unit per USB port and no more than 12 lines per single host controller. If you need assistance determining your PC's current USB capabilities, please contact PhoneTree Customer Support.
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