Knowledge base
Setup is built around the office's real missed-call workflow.
Direct answer
LIZ setup begins by understanding office count, missed-call volume, current callback workflow, staff handoff expectations, outcome verification, and reporting requirements. The goal is to launch a repeatable missed-call recovery workflow per office.
Useful setup inputs include office count, approximate missed calls per month, current call handling, after-hours handling, callback expectations, and who reviews recovery outcomes.
The recovery workflow should match how the office wants patient intent captured, routed, and handed back to staff.
Reporting should define recovered opportunities, staff handoff status, came-in verification, and associated production where records support it.
FAQ
Office count, missed-call volume, current call handling process, staff handoff expectations, and outcome verification access.
No. Setup configures the standard missed-call recovery workflow around each office's operating details.
Each physical office should be treated separately for workflow and reporting because office-level operations differ.
