Call Tracking
Purchase a tracking number
Before we get started, please keep in mind that only the Owner-level and Manager-level users are able to purchase tracking numbers. Go to Settings Select Number List from the menu. Find the “Tracking Numbers” section. Click “Order New” Select the ...
Set up Dynamic Number Placement on your website
What is Dynamic Number Placement? Dynamic Number Placement is a call tracking feature that assigns a unique phone number to each online source and then displays that phone number to visitors who arrive at your website via that specific source. These ...
Set up a Tracking Number
Before we get started, please keep in mind that only the Owner-level and Manager-level users are able to set up tracking numbers. Also, this article is assuming that a tracking number has been purchased already or is ported into your account. If you ...
Follow up with unconverted leads
Adit’s Call Tracking gives you an easy-to-view list of qualified leads that did not convert (i.e. did not book an appointment) so that your team can follow up with those patients and try to convert them at a later time. This feature is called the ...
Review and interpret Call Coaching opportunities
In the Call Tracking module, tracked calls are tagged with recommendations based on our team's observations of the call. You can use this feedback to coach your office staff and help improve your patient experience. To view your Call Coaching ...
View your existing tracking numbers
If you need to review a list of your phone numbers hosted by Adit, you can access it through the Call Tracking module or through Settings. The list will display all numbers on your account, including tracking numbers, landline numbers, and fax ...
Listen to a recorded call
You and your team can access recordings of your calls at any time from your Call Tracking dashboard. Many practices find it helpful to review recordings for quality assurance purposes, to check on staff training, or to refer back to patient ...
Add or remove columns in the call log
You can customize the Call Log to show you call details that you find the most useful. Navigate to the Call Tracking module. In the top right corner of the Call Log, click Table Settings. Check the box for each column you would like to add to your ...
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Send an eFax
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How to Create A Form
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