When calling a patient for the first time, create a contact for this patient. This will help with numerous outreach attempts as well giving the patient a caller ID.
TABLE OF CONTENTS
B. Create Contact
- Click on the Contacts icon
- Click + icon
- Click Create new contact
- Keep RingCentral Open
C. Find Patient Info In Zoho
- Go to Zoho
- Click Sign In
3. Click Google
4. Click your account
5. Click Patients
6. Click Patient's Name
7. Go to Patient Name and Copy name (ctrl C)
- Go to RingCentral
- Go to First Name and paste (Ctrl V)
- Go to Zoho
- Go to Cell and copy number (Ctrl C)
- Go to RingCentral
- Go to Phone number and paste number
- If you need to add a home number, click + and repeat steps 10-13 for home number
- Click Save
0 Comments
Add your comment