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Help Center

DP Phone

DP Phone

Manage your telephone system to optimize your reception's results and control the marketing effectiveness

Technical introduction

How does Docplanner Phone work?

Getting started

What are the advantages of using Docplanner Phone?

How to log in to Docplanner Phone?

User panel

Workstations

Can I log in to DocPlanner Phone without a workstation?

How to log into a workstation?

What are workstations?

Interface

How to set a reminder on a task?

How to search for specific calls?

How to mark calls as unanswered?

Archiving tasks

What are abandoned calls?

To-do tasks

Add a new to-do task

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Calls

How to report bad call quality?

Stages of the call

How to set call priority to a channel or a patient?

Call transfers

Internal calls

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Docplanner Integration

How to book a visit through Docplanner Phone?

How to confirm patient's appointment?

Upcoming visits

How to integrate your Docplanner Phone account with clinic's profile?

Settings

How to create accounts for employees?

What are the differences in permission levels?

How to add a voice intro?

Inform patients about their position in line

What is the voice menu and how to set it up?

How to add contacts?

Working hours

What are subject categories?

Widget and contact form - what's the difference?

How to add a contact form to your website?

How to add a new channel?

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Statistics

How to read the statistics overview?