Transferring a call

Transferring a Call

There are two types of transferring - Normal and Blind. Blind transferring should not be utilized. 

  • Normal transfer puts the caller on hold, allowing you to speak to the person you're transferring to. After verifying that the person is able to take the call you can transfer the caller.  
  • Blind transfer instantly sends the caller to the transfer person whether they are available or not. This can result in the caller being sent to voice mail. 

Normal Transfer

In this scenario, there are three people in this call.

  • You
  • Provider
  • Patient

A patient has reached the front desk phone at a clinic and is requesting to speak to the Provider. 

  1. To transfer the patient to the provider, press the Trnsfr button just below the screen. This will place the patient on hold.
  2. Press Normal.
  3. Type in the number of the Provider. Please note, for an external number, you must dial a 1 before entering the telephone number.

  4. With the patient still on hold, you'll be connected to the Provider.  Introduce the caller and explain the situation. When the Provider is ready, press Trnsfr. This will send the Patient to the Provider and hang your phone up.

  5. That's it! You've successfully transferred a call.

For any issues, please contact the CareATC Help Desk by calling 918-779-7460 (Option 2) or by sending an email to support@careatc.com