Phone Assistant 2.0 Testing and Simulating Calls
Run Simulation
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Open the YAPI Dashboard.
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Click the Tools
button on the top of the YAPI Dashboard. -
Click on Administrative Tools, then click Phone Assistant.
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Of the two options available, click Simulate Incoming Call.
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An additional window will appear, this will populate a default number but to confirm that the settings were active, type in a number of a patient currently within the PMS. Click the Ok button.
NOTE: Ensure that Extension 101 is introduced to the Phone Assistant 2.0 window to make simulations populate correctly.
- A successful pop-up will include a compact view showing a simulated patient.
Call in with Phone
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If there is a Test Patient already introduced into the Practice Management Software with a saved number, use that number for the test call.
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Attempt to call the office, if the compact view appears with the test patient, communication is successful.
NOTE: If the Phone test fails, refer to the Phone Assistant Troubleshooting Directory.
