Transferring a Call

While on a phone call:

Click Consult / Transfer

To consult a specific phone number:

Enter the Ten Digit Phone Number

Click Consult

To consult a Department:

Enter the Department

Click Call

If you are dialing a phone number:

Click Select a Skill

The Skill is the department you are calling on behalf of.

Select the Skill

Click Call

The original caller will be on hold.

To make a Cold Transfer:

Click Transfer

To merge the calls:

Click Conference

Communicate the transfer to the patient and introduce the new agent.

Click Leave