PhoneTree to HouseCalls Pro

Please read the descriptions below each video for an explanation of how each HC Pro feature is comparable to features on the PhoneTree Portal.

Dashboard Reports

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. This would compare with your Results Report that you would access daily.

Analytics Reports

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 90-day period. This would compare with your Results Report that you would access in History.

User Management-Adding and Editing Users

This video provides guidance on user management, including tasks such as adding new users and modifying existing user profiles. This is the equivalent of the Users Tab under Admin.

Adding and Modifying Dialog Scripts in your Reminder Workflow

This video offers guidance on adding new dialogue messages to your workflow and modifying existing ones. This would compare with the Messages page on your platform.

Opt-out Management

In this video, you’ll learn how to utilize opt-out management to review a patient’s notification status, including managing their opt-out opt-in status. This compares to your Exclude functionality for messages.

Broadcast On-Demand Messaging

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