Welcome to Talksoft Customer Coffee Talks

Now is your opportunity to have access to and engage with members of our product and leadership teams on a regular basis. Each Coffee Talk session will be hosted by a Talksoft team member who will provide training tips and best practices, show you new features and benefits of each product and have a dedicated time for questions and answers.

We hope you’ll join us for any or all sessions!

Register below.

October 5, 2023 | 12:00 PM ET

Accurate from the Start

  • How to start gathering better data at preregistration
  • The impact of clean data on back-end processes
  • Q&A

Register Now

December 4, 2023 | 1:00 PM ET

Year End Review and a Look Ahead

  • A year in review: innovations from 2023
  • Roadmap and product plans for 2024
  • Q&A

Register Now

Previous Session Recordings

Online Appointment Scheduling

Topics covered:

  • Three self-scheduling use cases
  • How conversations and self-scheduling work together
  • Q&A

View recording

Upgrading your Account and Campaign Use Cases

Topics covered:

  • Platform upgrade program: Process and timeline overview
  • Use cases for Campaigns: including ad hoc broadcasts, distribution of forms, and encouraging patients to schedule when they are due
  • Q&A

Presenters: Stephen David, VP of Patient Messaging; Edward Cedeno, Product Manager; Tyler Langenhorst, Operations Manager

 

View recording

Registration and Patient Intake Tools

Topics covered:

  • Staff-view of the registration check-in screen
  • Configuring view of patients
  • Table view and icon status walk through
  • Q&A

 

View recording

Year End Review and a Look Ahead

  • A year in review: innovations from 2022
  • Roadmap and product plans for 2023
  • Q&A

View recording

Patient Self Scheduling

  • Patient self-scheduling demo
  • Staff-view of self-scheduling interface demo
  • Q&A

View recording

Patient Communication Strategy

  • Conversations: Understanding two-way communication tools for patients and staff
  • How connected conversations can build trust with your patients
  • Q&A

View recording

Digital Forms

  • Voicemail vs Live Answer technology
  • Digital forms and admin options
  • Q&A

View recording

On Demand Messaging

  • Broadcast Messaging tutorial
  • How to use two-way messaging
  • The future of Campaigns
  • Q&A

View recording

New Customer Portal

  • Introducing Coffee Talks
  • New customer portal walkthrough
  • Ticket creation process
  • Q&A

View recording

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