Configuring Voice Assist Appointment Scheduling
Jacob Dent
8 steps
47 seconds
Callrail
1
To use Voice Assist alongside your EHR, toggle **Enable scheduling via a voice agent** on. Once toggled, you will need to edit and confirm two pages, each linked underneath the voice agent toggle.
Appointment types: These are the types of services your practice provides.
2
Click "Configure appointment types"
3
Click "Add appointment type" or select an existing appointment type to edit. You can also delete appointment types by clicking its trash can icon.
4
Give you appointment type a name and duration. Then click "Add appointment type" to save it.
Providers: We pull the list of providers listed here from your EHR.
5
Click "Configure provider working hours"
6
Select the provider whose availability you want to edit.
7
Click "Add availability"
8
Choose the days of the week, start/end times, who you want to assign the availability to, and then the type of appointment you are adding. you want Click "Add" to save these working hours.
Configuring Voice Assist Appointment Scheduling
Jacob Dent
8 steps
47 seconds
Callrail
1
To use Voice Assist alongside your EHR, toggle **Enable scheduling via a voice agent** on. Once toggled, you will need to edit and confirm two pages, each linked underneath the voice agent toggle.
Appointment types: These are the types of services your practice provides.
2
Click "Configure appointment types"
3
Click "Add appointment type" or select an existing appointment type to edit. You can also delete appointment types by clicking its trash can icon.
4
Give you appointment type a name and duration. Then click "Add appointment type" to save it.
Providers: We pull the list of providers listed here from your EHR.
5
Click "Configure provider working hours"
6
Select the provider whose availability you want to edit.
7
Click "Add availability"
8
Choose the days of the week, start/end times, who you want to assign the availability to, and then the type of appointment you are adding. you want Click "Add" to save these working hours.
