HealthWave Connect by PhoneTree

HealthWave Connect by PhoneTree Transition to HouseCalls Pro

These videos provide a comparison of the HealthWave Connect by PhoneTree and HouseCalls Pro interfaces and features. The series also demos key processes in HouseCalls Pro to help you get started.

Core Features and Functions

Explore videos focusing on the software’s core features and functions, including accessing and navigating the portal, viewing and downloading reports, patient list manual upload, and more. Note: Additional videos will continue to be added to this page.

Access, Log In to the HouseCalls Pro Portal and View the HouseCalls Pro Dashboard

Video Length: 4.02 Min

This video covers accessing and logging into the HouseCalls Pro Portal. It will walk you through the initial login options for verifying your identity, including the two-factor authentication steps to access the Platform.

Running Reports from the Dashboard to see Realtime Results in the HouseCalls Pro Portal

Video Length: 6.42 Min

This video offers a detailed exploration of the process for generating Dashboard Reports. The dashboard serves as the platform where you can create reports and access real-time data and results. Additionally, the video covers the configuration of filters, the utilization of individual trackers, and their practical applications.

Running Analytics in HouseCalls Pro for Historical Data

Video Length: 7.04 Min

This video offers a comprehensive exploration of the process for generating Analytic Reports. Within Analytics, you can create reports to access historical data and results spanning a 30-day period. This includes a detailed explanation of setting filters and individual trackers, as well as their practical application.

PT-HCPro Appointment Reports

Video Length: 6.00 Min

In this video you will learn how to access and download the Appointment Report. This report tracks the upcoming appointments and their status.

PT-HCPro User Management Editing and Adding Users

Video Length: 5.18 Min

This video provides guidance on user management, including tasks such as adding new users and modifying existing user profiles.

PT-HCPro Opt Out Management

Video Length: 6.37 Min

In this video, you’ll learn how to utilize opt-out management to review a patient’s notification status. Additionally, it will demonstrate the process of opting in or opting out of a patient’s phone number for notifications.

Broadcast On-Demand Messaging

This video series is designed to give you a comprehensive understanding of the Broadcast portal. It will guide you through the steps to access the portals, upload your list of recipients, choose or create a broadcast message, send the broadcast, and access the Broadcast Report.