1. Getting Started Preparing Providers, Staff and Systems for Improving Care with Call Simplified

2. What You Need to Start 1. iPhone for Providers who take call 2. Individual email address for Providers, Office Staff and Account Administrator for in office web browser access. Each user’s email address will be used to login to the Call Simplified App or Web site based on their duties. See User Setup form. Each user of Call Simplified must have their own email address to comply with HIPAA. Sharing email addresses or passwords is not supported. Consider signing up individuals for a www.gmail.com account if your staff members do not have a email addresses. The only emails users will receive from Call Simplified are related to password changes and system updates.www.gmail.com 3. Phone Auto Attendant for redirecting After Hours calls You will change your phone auto attendant to forward after hours calls to Call Simplified where patients will leave their date of birth, call back number and message to be sent to the Primary Provider. Your Call Simplified Number: TBD Passcode TBD for Voicemail 4. Practice Website Hosting Company You will work with your website administrator to update your practice website adding a link for “After Hours Care” where patients will click and be sent to the Patient Request form.

3. Practice Website and After Hours Link Practice Website Who has the access and knowledge to update your practice website? Name _________________ Email _________________ Phone _________________ Your after hours web link _______________________________________________ After Hours Link Your Website Your Website with Call Simplified

4. Voicemail Configuration Option 1 Office Hours Auto Attendant Call Routing Live Staff MemberVoicemail After Hours “...life threatening emergency hang up and dial 911...” “After hours communication has been updated through our website at www. Please hang up and visit our website for all of your after hours needs, including urgent requests to speak with the provider (physician) on call. Press 1 “To leave a message for the office staff to be returned the next business day.” Voicemail Press 2 “To reach the Provider on call.” Forwards to Call Simplified (___) ___ - _____ Press 2 “If this is a non-urgent request and you can wait 3 hours for a response.” Press 3 “If this is an urgent request and you need a response within an hour.” Main Office Number Call SimplifiedYour Voicemail System

5. Voicemail Configuration Option 2 Forwards to Call Simplified (___) ___ - _____ Press 2 “If this is a non-urgent request and you can wait 3 hours for a response.” Press 3 “If this is an urgent request and you need a response within an hour.” Call Simplified “...life threatening emergency hang up and dial 911...” “After hours communication has been updated through our website at www. Please hang up and visit our website for all of your after hours needs, including urgent requests to speak with the provider (physician) on call. Office Hours Auto Attendant Call Routing Live Staff MemberVoicemail After Hours Main Office Number Your Voicemail System

6. User Account Setup Who will be the Account Administrator? The Administrator controls who is allowed to use Call Simplified, creates internal user accounts, and manage message history. Name _________________ Email _________________ Phone _________________ Who will be the Providers taking call? Physicians will use the iPhone App to read patient messages, reply to their messages, notate record, check voicemail messages, and Complete messages. Name _________________ Email _________________ Phone _________________ Who will be the office staff monitoring messages? The office staff can use the web site to monitor messages, respond to messages, document messages to the patient record and Clear messages. Only the Account Admin can view Cleared messages. Name _________________ Email _________________ Phone _________________

7. Terminology Provider: The physician on call, either Primary or Secondary. Primary: The physician on call responsible for Completing patient requests. Secondary: The backup physician on call in the event of a Failover. Failover: MessageGuard TM monitors Urgent Incomplete Patient Requests and will place the Secondary Provider on call if the Primary does not Complete the message in a defined period. Patient Request: Patient enters their request into the online web form or leaves a voicemail. The request is sent to the Primary Provider. iOS App: Allows Provider to view, reply and complete Patient Requests. Notate: Select to document a Note, or Reply via text message. Qnote: Quick phrases for fast documentation of Notes. Qmessage: Quick phrases commonly used for patient text message Reply. Send Reply: MUST be pressed in order to send a text message to the patient. The Reply field will not be displayed if the patient does not agree to receive a text message in response to their Patient Request. Note: The Provider Note for the medical record and office staff.

8. Terminology Complete: The Provider has spoken to the Patient or sent a text message Reply and Notated the record. Press Complete to remove the message from the App. Until a message is Completed, the Provider will be reminded by the MessageGuard TM to Complete it or Failover will occur. Assign: Transfer the message to another Provider and remove it from your App. Assign a message to yourself if you do not want to Complete it right away, do not want to be reminded, and to prevent Failover. Clear: After the Provider Completes a message it is removed from the App. The office staff will use the Call Simplified web site to copy the message details into the patient medical record and Clear the message.

9. Provider, Admin and Staff Training Provider Training 30 Minutes Account Administrator Training 60 Minutes Staff Training 30 Minutes