Admin: Phone Tree

Welkin phone trees can be defined by your team and built by the Welkin team. When a patient calls in, you can choose to have the call dial multiple team members at the same time. If your primary coach is busy, this will allow an available coach to pick the call up, and help to ease the burden of picking up all calls. This feature requires configuration.

Phone tree audit log

Phone tree audit log in Welkin Health.  

  • Phone Tree audit log lives in the Phone Tree Audit in Admin, (previously resided in the Security Audit section)
  • Each call has detailed information to make each transaction clear
  • Click in to each transaction to view associated patient and care team member

For basic and advanced phone tree implementation setup in Designer, please visit this article.