Standard GroupCall Configuration Settings

athenaCommunicator

Use this page to look up standard GroupCall configuration information, including best practice setting values.

 

Important: All athenaCommunicator features require the "Patient Cycle" implementation setting enabled at the tablespace level.

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers Notes
Patient Cycle GroupCall Enables GroupCall > Implementation > Client Functions > Settings Tablespace OFF ON No Onboarding CSC  
GroupCall backend migration beta Group call backend data will be fetched from oracle tables instead of parser tables > Implementation > Client Functions > Settings Tablespace OFF ON No Onboarding CSC there is a CRON script that turns these ON
Message Type Enables phone, sms, email for campaigns. > Communicator > GroupCall > GroupCall Settings Tablespace, Brand, Department, Provider ON Default Yes Onboarding Customer  
Other Enables call requirements for providers and call mobile first Tablespace, Brand, Department, Provider Activate providers by default Call Mobile First Default Yes Onboarding Customer  
Days to call Enables calling week days Tablespace, Brand, Department, Provider Sunday thru Saturday Default Yes Onboarding Customer  

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers Notes
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Best Practice is at Tablespace level, but can be configured at Appointment Type, Provider, Department, Brand Standard Appointment No Show Default No PEX Onboarding CSC  
Campaign Frequency Automated Default  
Campaign Name Appointment No Show Default  
Description Inform patients that they have missed a scheduled appointment. Default  
Communicator Brand All Default  
Departments All Default  
Providers All Default  
Appointment Types All Default  
Time frame 3 Default  
Message Type Phone, Email, Text Default  
Instructional message format Professional recording Default  
Instructional message Standard No Show Default  
Transfers Do not allow transfers Allow transfers to Live Operator If the customer doesn't use Live Operator Service, the next best choice is Do not allow transfers.
Email message Our records indicate that you missed your appointment on [APPOINTMENTDATE]. We know that conflicts come up and we'd like to get you rescheduled soon. Please visit the Patient Portal to request a new appointment date. Default  
Text message template Please visit [SMSPRACTICEURL] to reschedule the appointment you missed with [SMSDISPLAYNAME] on [APPTMONTHDIGITS]-[APPTDAYDIGITS]. Default  
Recurrence Weekly Default  
Start Date Blank Go Live Date  
End Date Blank Default  
Message Window 10:00AM - 8:00PM Default  
Message Limit 2 Default  
Follow-up 1 Default  

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers Notes
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Best Practice is at Tablespace level, but can be configured at Appointment Type, Provider, Department, Brand Standard Appointment No Show Standard Appointment Ticklers No PEX Onboarding CSC  
Campaign Frequency Automated Default  
Campaign Name Appointment Ticklers Default  
Description Remind patients who have ticklers set up to schedule their appointments. Default  
Communicator Brand All Default  
Departments All Default  
Providers All Default  
Appointment Types All Default  
Time frame 6 Default  
Message Type Phone, Email, Text Default  
Instructional message format Professional recording Default  
Instructional message Standard Recall/Ticklers Default  
Transfers Do not allow transfers Allow transfers to Live Operator If the customer doesn't use Live Operator Service, the next best choice is Do not allow transfers.
Email message We know your time is valuable, but so is your health. That's why we want to remind you to schedule your next appointment with us. Default  
Text message template It's time to schedule an appointment with [SMSDISPLAYNAME]. Pls visit [SMSPRACTICEURL] to schedule. Default  
Recurrence Weekly Default  
Start Date Blank Go Live Date  
End Date Blank Default  
Message Window 10:00AM - 8:00PM Default  
Follow-up 7 Default  

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers Notes
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Best Practice is at Tablespace level, but can be configured at Appointment Type, Provider, Department, Brand Standard Appointment No Show Standard Cancellation No PEX Onboarding CSC  
Campaign Frequency Automated Default  
Campaign Name Cancellation Default  
Description Notify patients that their upcoming appointments have been canceled and will need to be rescheduled. Default  
Communicator Brand All Default  
Departments All Default  
Providers All Default  
Appointment Types All Default  
Time frame 52 Default  
Message Type Phone, Email, Text Default  
Instructional message format Professional recording Default  
Instructional message Standard Cancellation Default  
Transfers Do not allow transfers Allow transfers to Live Operator If the customer doesn't use Live Operator Service, the next best choice is Do not allow transfers.
Email message Unfortunately, we had to cancel your visit on [APPOINTMENTDATE]. We're sorry for any inconvenience. Please reschedule your appointment on the Patient Portal or our office will contact you. Default  
Text message template Your appointment on [APPTMONTHDIGITS]-[APPTDAYDIGITS] at [SMSDISPLAYNAME] has been canceled. We will contact you to reschedule it. Default  
Recurrence Weekly Default  
Start Date Blank Go Live Date  
End Date Blank Default  
Message Window 10:00AM - 8:00PM Default  
Follow-up 7 Default  

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Tablespace Standard Appointment No Show Standard Cancellation No PEX Onboarding CSC
Campaign Frequency Automated Immediate
Campaign Name Immediate Cancellation Default
Description Notify patients that their upcoming appointments have been canceled and will need to be rescheduled. Default
Communicator Brand All Default
Departments All Default
Providers All Default
Appointment Types All Default
Message Type Phone, Email, Text Default
Instructional message format Professional recording Default
Instructional message Standard Cancellation Default
Transfers Do not allow transfers Default
Email message Unfortunately, we had to cancel your visit on [APPOINTMENTDATE]. We're sorry for any inconvenience. Please reschedule your appointment on the Patient Portal or our office will contact you. Default
Text message template Your appointment on [APPTMONTHDIGITS]-[APPTDAYDIGITS] at [SMSDISPLAYNAME] has been canceled. We will contact you to reschedule it. Default
Message Window 7:00AM - 1:00PM 7:00AM - 8:00PM

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Tablespace Standard Appointment No Show Standard Weather No PEX Onboarding CSC
Campaign Frequency Manual Default
Campaign Name Weather Default
Description Notify patients that the office is closing due to inclement weather. Default
Communicator Brand All Default
Departments All Default
Providers All Default
Appointment Types All Default
Message Type Phone, Email, Text Default
Instructional message format Professional recording Default
Instructional message Stanard Weather Default
Transfers Do not allow transfers Default
Email message We are closing our office on [APPOINTMENTDATE] due to inclement weather. Our office will contact you to reschedule when we reopen, or you can visit the Patient Portal to request a new appointment. Default
Text message template Due to inclement weather, [SMSDISPLAYNAME] is closing today. We will contact you to reschedule your appointment. Default
Message Window 7:00AM - 1:00PM 7:00AM - 8:00PM

 

 

Setting Name Description Location Configuration Level Default Value Best Practice Value Customer Facing Setting Owner for New Customers Setting Owner for Existing Customers
Campaign Type N/A > Communicator > GroupCall > Campaign Builder Best Practice is at Tablespace level, but can be configured at Provider, Department, Brand Standard Appointment No Show Standard Portal Adoption No PEX Onboarding CSC
Campaign Frequency Automated Default
Campaign Name Portal Adoption Default
Description Invite patients to create a Patient Portal account. Default
Communicator Brand All Default
Departments All Default
Providers All Default
Patient Age 1 to 150 Default
Recurrence Monthly 26th day of the month Monthly 3rd of the month
Start Date Blank Go Live Date
End Date Blank Default
Message Window 9:00AM - 1:00PM Default

 

 

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