Note: this article provides instructions for RingCentral web versio users.. RingCentral Desktop may differ slightly.
Transfer Types
- Warm Transfer: Select Ask first, speak to the recipient to confirm, then click Complete transfer.
- Cold Transfer: Select Transfer now (or similar) to send the call directly without speaking to the recipient first.
- To Voicemail: Select To voicemail to send the call directly to someone's voicemail.
Transfer Use Cases
For Patients who Request a Different Vitel Health Member
- Use warm transfer and if person is not available, see if you can assist patient or take a message
For Spanish Speakers
- Use warm transfer to direct call to a spanish speaking enrollment specialist
- If they are unavailable, use cold transfer to send patient to Spanish Voicemail (dial 7)
For Patients who Need their Doctor's Office
- Use cold transfer to direct call to their doctor's office
- Doctor's offices must be set up as RingCentral contacts
1. Click Transfer
- During a call,
- Click Transfer and go to steps for enter destination
- If you cannot see Transfer, go to step 2
- Click the keypad icon
- Click X to exit new call window
- See keypad and click Transfer
2. Enter Destination
- In Enter a name or number, enter person/extension you want to transfer to
2. Click on name
3. Choose Transfer Type
Warm Transfer
1. Click Ask first
- If recipient confirms that they are available for the call, complete transfer call by clicking transfer button
- If recipient is unavailable, go to next step
- Click the end call icon to take you back to the call with the patient
- Click Hold button to speak to patient again
- Ask patient if you can help them or take a message
- If you have a Spanish speaking patient that you cannot communicate with, cold transfer them to Spanish Voicemail (dial 7)
Cold Transfer
1. Click Transfer
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