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Technical Help

These TechHelp Documents have been designed to been designed to help you get the most from your PhoneTree® system. The PDF format allows us to explain how-tos with words and pictures — plus they are easily printed out for ease of use. These subjects are also cross-referenced through the Customer Service Site Search, so if you're looking for a particular answer to a topic covered below, the answer displayed usually has a link to these documents, in addition to a standard text answer. PhoneTree® TechHelp Documents are constantly in development, so view this area periodiclally for future updates.

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TechHelp Document Subject TH-0001 ACS Import How do I import my ACS data? TH-0002 Shelby Import How do I import my Shelby data? TH-0003 Table Dialing How do I use the Table method to configure the PhoneTree® Dialing Translator? TH-0004 Call Times How do I change the time(s) that PhoneTree® makes calls? TH-0005 Remote Access How do I use Remote Access? TH-0006 Remote No Answer Why won’t PhoneTree® answer when I try to call in to configure a calling job? TH-0007 File Import How do I import my data? TH-0008 Import Problems Why can’t I import my data? TH-0009 PhoneTree® Lab How will our patients use PhoneTree® Lab? TH-0010 Lab Provider Dial-In As a provider, how do I dial in to use PhoneTree® Lab? TH-0011 Lab Client As a provider, how do I use PhoneTree® Lab Client? TH-0013 Call Statuses What do the different call statuses mean? TH-0014 Upgrade Installation How do I install the upgrade I’ve just purchased? TH-0015 Lab Log Reports How do I understand the Actions on my PhoneTree Lab Log reports? TH-0016 Line Card Not Found I keep getting an error message that says Line Card Not Found. How can I fix this? TH-0017 Connect Phone Cord I keep getting a message that says Please Connect Telephone Cord. How can I fix this? TH-0018 Moving Pro We need to move our PhoneTree Pro system to a new PC. What is the best way to go about this? TH-0019 Line Card Install How do I install the line card(s) I’ve just purchased? TH-0020 Recording and Playback Why can't I record and/or play back my message? TH-0021 Moving PhoneTree Hardware We need to move our PhoneTree system to a new PC. What is the best way to go about this? TH-0022 Net Client I can’t get the PhoneTree Network Client software to work. What am I doing wrong? TH-0023 Message Change Utility How do I submit the files needed for my Message Change request? TH-0024 Groups & Group Messaging How do I use the Group and Group Messaging feature in PhoneTree? TH-0025 PhoneTree Patient Messaging New Items I received an email from PhoneTree stating, "PhoneTree has detected new items!" What does this mean and what should I do? TH-0026 Using Gmail with PhoneTree How do I get PhoneTree to work with Gmail? TH-0027 Cancelling an OnDemand or Hosted Call Job How do I cancel an active OnDemand or hosted call job? TH-0028 Updating Credit Card Info for OnDemand How do I update the credit card information for my OnDemand account?

As a PhoneTree® user, you also have access to excellent on-screen help. Just choose "Help" from the Main Menu in the PhoneTree® software. Additionally, many answers to common issues are also addressed in the Frequently Asked Questions section of this website. You can find detailed operating instructions in our Training area, as well, from information on basic navigation to advanced features. Or, you can contact PhoneTree PhoneTree Support by calling toll-free 800.555.0559. You can also submit a question online. One of our PhoneTree Support Specialists will respond to your issue, usually within 24 hours.

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