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 ...
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 ...