Coffee Talk Library

Missed a session or want to share with a colleague? Here you can find recordings of all of our Coffee Talk sessions.

Click the title to view the recording.


Persona Pay Sessions

 

Persona Pay Payment Portal

  • Strategies for payment plans
  • Best practices for configuration optimization
  • Integration opportunities between  PersonaPay™ and EMR systems

 


Talksoft Sessions

 

Product Walkthrough: Arrived Patient Intake

  • Step-by-step walkthrough of the latest and greatest features of our patient intake solutions
  • Delivering a delightful patient registration and intake experience
  • What we’re hearing from our customers: patient intake needs
  • Results we are seeing from early adopters

Year End Review and a Look Ahead

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

Accurate from the Start

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

Online Appointment Scheduling

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

Upgrading Your Account and Campaign Use Cases

  • 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

Registration and Patient Intake Tools

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

Year End Review and a Look Ahead

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

Patient Self Scheduling

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

Patient Communication Strategy

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

Digital Forms

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

On Demand Messaging

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

New Customer Portal

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

IVR Sessions

 

IVR Reporting Portal Training

  • Deep Dive training of RevSpring IVR Reporting Portal

IVR Year in Review

  • Year in Review & Looking ahead to 2024!

Inbound IVR

  • What “more” can Inbound IVR do for you
  • New items in RevSpring IVR Reporting Portal & more to come

IVR Outbound Communications

  • Pairing IVR with SMS
  • Other use cases
  • How to improve SMS deliverability

IVR Year End Review and a Look Ahead

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

IVR Outbound Campaign Self-Service

  • How to load and start an outbound campaign
  • Editing a “do-not-call” list
  • Q&A

IVR Reporting

  • IVR reporting
  • Q&A
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