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0.8

by Brendon Welch

  1. While on a call with a patient:
    • While on a call with a patient:

    • Click Consult

    • Enter the Ten Digit Phone Number of the next participant

    • Click Consult

  2. Once you have consulted with the third member of the call:
    • Once you have consulted with the third member of the call:

    • Click Start Conference

  3. To bring a fourth member to the call, the current call must be put on hold.
    • To bring a fourth member to the call, the current call must be put on hold.

    • Click Hold

  4. To bring a fourth member onto the call:
    • To bring a fourth member onto the call:

    • Click Calls

  5. The original participants will be on hold in the Agent Workspace.
    • The original participants will be on hold in the Agent Workspace.

    • Click Start a new call

  6. Enter the Ten Digit Phone Number of the next participant
    • Enter the Ten Digit Phone Number of the next participant

    • Click the Call button

  7. Once you have consulted with the fourth member and are ready to add them to the conference on hold:
    • Once you have consulted with the fourth member and are ready to add them to the conference on hold:

    • Click the Call Options button

    • Click Merge

  8. Click Agent Workspace
    • Click Agent Workspace

  9. To take the conference off hold:
    • To take the conference off hold:

    • Click Resume

  10. Once you have consulted all parties and are ready to disconnect:
    • Once you have consulted all parties and are ready to disconnect:

    • Click Conference

    • Click Hang Up from the participant list

Finish Line

Brendon Welch

Member since: 3/4/21

21,311 Reputation

306 Guides authored

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