The
call transfer wizard simplifies and automates the process of transferring a telephone call to another
member or
department in
The Practice. The wizard places the current call on-hold and then walks you through the following steps:
- Selecting the transfer method
At this point, you must decide whether to transfer the call to somebody you already have on hold, or whether you will be placing a new call (to a member or contact).
- Selecting the transfer destination
For existing calls, you select which you wish to transfer the current call to. If placing a new call, you must select from the directory of members. Additionally, all telephone numbers associated with the practice are included, making it possible to transfer to a departmental number. For other contacts whose telephone systems support conference calling, you can manually select a contact/number to dial.
At this point, you also decide whether you wish to perform an assisted transfer or a blind transfer. Assisted transfers first initiate a call to the destination party and connect you to them, allowing you to introduce the other caller. Assisted transfers, therefore, are only possible if the destination party answers their phone. Blind transfers connect the caller directly to the new outgoing call, which may or may not be answered.
- Establishing the destination call
For assisted transfers, the destination party will be called. You will not be presented with the option to complete the transfer until the outgoing call is answered.
If at any point during the transfer, the wizard is closed, the call will be taken off hold and conversation can recommence.