Call intelligence
AI Intelligence - Location Analytics
The Location Analytics module provides a comparative view of call performance, opportunities, sentiment, and task execution across all locations in your organization. It allows multi-location practices to understand which offices perform strongly, ...
AI Intelligence - Call Tasks Summary
The Task Handling module provides a complete overview of all automated tasks generated from call activity. These tasks help ensure timely follow-ups with patients, reduce missed opportunities, and maintain strong operational performance. This ...
AI Intelligence - Call Handling Summary
The Call Handling section provides AI-powered insights into the quality of patient interactions across your practice. It evaluates call performance using sentiment analysis and scorecard criteria, helping you understand how effectively your team ...
AI Intelligence — Opportunities Analytics Overview
The Opportunities section in Call Intelligence provides a complete view of all scheduling opportunities generated from phone calls. It helps practices understand how many potential appointments were created, how many were won, how many remain open, ...
AI Intelligence — Calls Analytics Overview
The Call Analytics page provides a comprehensive view of phone performance across your practice. It aggregates volumes, directions, missed-call recovery, scheduling performance, and marketing source attribution. Use these charts and KPIs to optimize ...
AI Coaching Summary Overview
The AI Coaching Summary page gives a concise view of call quality, coaching opportunities, and follow-up activity. Use this page to spot trends, prioritize coaching topics, measure follow-through on call tasks, and understand how call-handling ...
Missed Call Overview
The Missed Call page gives your practice full visibility into missed patient calls, follow-up activity, and scheduling opportunities. Use this page to identify callers who still need attention, measure callback effectiveness, and understand how ...
How to Enable Inbound & Outbound Call Recording
Before enabling Call Intelligence for your practice, please perform a quick pre-check to ensure call recording is enabled on all your phone lines. This helps us process your calls accurately and ensures that every eligible call is analyzed without ...
How to Set Up Tracking Numbers in the Adit App to Capture Lead Sources Correctly
Setting up tracking numbers is crucial for understanding and optimizing your lead sources. By assigning unique phone numbers to different marketing channels, you can accurately identify which campaigns or sources drive the most calls and new ...
How to Sync Call Summary on EHR
When enabled, Adit Call Intelligence will automatically add the generated call summary to the corresponding patient's record in your EHR. This removes the need for manual copy-paste and keeps patient charts up to date. Where to find this setting Call ...
How to Manage Task Assignment Logic
Adit Call Intelligence automatically creates follow-up tasks when a call requires manual action (scheduling, insurance checks, confirmations, billing follow-ups, etc.). The Task Assignment Logic setting determines who receives those tasks, so ...
How to Manage Voice Print settings for the Team
Voice Prints enable Adit Call Intelligence to identify who spoke on each call. Use the Voice Print Criteria setting to require specific roles (for example, Front Desk, Managers, Staff) to create a Voice Print before they can access Call Intelligence. ...
How to setup a Voice Print
What Is a Voice Print? A Voice Print is a secure voice sample of a staff member that allows Adit Call Intelligence to recognize who spoke during a phone call. Every person’s voice is unique. Voice Print captures key vocal characteristics so Adit can ...
Popular Articles
Turn advanced scheduling on or off
Advanced Online Scheduling allows your patient to book specific services at specific times, directly into your EHR schedule. This helps streamline your scheduling and saves your staff time by allowing patients to book on their own. Note: Advanced ...
Add a service to your online scheduling form
Defining your services will allow patients to book with a particular provider in a particular operatory at a particular time, ensuring your schedule is seamless and saving your office staff time. Make sure the services are clearly defined and easy ...
Guide to Adit Notifications
Adit Voice makes it super easy to manage and view your missed calls, voicemails, eFaxes, and all of your notifications in one place. How to Quickly View Your Phone Notifications. Call Pop. When logged into the homepage of your dashboard, you can ...
Guide to Adit Academy
Welcome to Adit Academy! Adit Academy is a free online training program that offers courses designed by product experts to help you expand your understanding and use of the Adit platform. Our courses feature expert training videos and articles with ...
Send an eFax
Adit’s eFax feature uses your email to send and receive faxes so that your office can take one more step towards being paperless. In order to send an eFax from your office, your outgoing email needs to be set up and verified. Sending an eFax. You can ...