Product Knowledge
Emojis that indicate if a patient is angry, upset or has allergies
What are patient alerts?
A CRM, provides the ability to obtain information about our current users. The information is manually added by the agents and you can find name of account holder, plan, billing ID etc.
Sends a mass email to all patients.
What is Mail Blast?
Customers Request has been completed.
What is Solve?
What is the account manager channel?
Transfers the treatment plan from the PMS to YAPI.
What is the YAPI writer?
Pulls information about the office directly from the server. Including, their POP link and payment information.
What is YMC?
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Status for waiting on the customer, to finalize a request.
What is Pending?
A slack channel where requests, regarding invoice charges and credit card updates, are sent.
What is the Billing Channel?
Reminds the patient to continuously schedule their next appointment.
What is a Recall Reminder?
You can find the Billing ID/Payment ID in these two locations.
What is Infusionsoft and the YMC?
Name of document module within Eaglesoft.
What is SmartDocs?
A document generated when a customer needs assistance. It provides information regarding the request and it is utilized to keep track of the solution.
What is a ticket?
A unique ID that is utilized to help the billing channel locate a customer within Chargebee. This needs to be included in the Billing Channel.
What is the Payment ID?
What is the Billing ID?
Icon that removes Instareview for the patient or disables it.
What does the star icon do?
Scheduling system utilized to formally have an appointment with an office. This system is used through Implementation, Customer Care Calls, and Installation.
What is Acuity?
Found in the Dashboard and utilized to sync the iPad with YAPI.
What is the IP Address?
Utilized to create a quick internal note or external note. This can be utilized as a quick way to transfer a ticket over to another department. Includes the subject line of the ticket and redirects it to the appropriate department.
What is a macro?
A channel where you can transfer inquiries regarding new, potential customers.
What is the Sales channel?
It gives the office an opportunity to remotely check their appointments and text messages.
What is POP?
It can also be utilized for Marketing Emails to potential customers.
What is Infusionsoft?
Spanish terms translated by the office.
Medical Conditions
What is an internal note?
Channel that acts as a bridge between NoHo and Newport. A place where we escalate Technical Support issues.
Triage Channel