PHONE ASSESSMENT PROCESS

OVERVIEW: Phone communications are an essential part of an office. It’s important to consider what type of phone service is going to be more beneficial for each location. It’s our responsibility to help determine what type of phone service is going to be more reliable and more affordable.

WHAT TO CONSIDER?

1. What type of service are they currently using?

   1. Analog

   2. VoIP

   3. Hosted Voice

2. What are they currently paying for phone service?

   1. Are they under contract? 

   2. Are they billed yearly, quarterly, or monthly?

3. How much could they be saving by switching phone providers?

4. Do they have additional services that run off a phone line?

   1. Care Credit terminal

   2. Security System

   3. Fire Line

   4. On Call Doctor Line

5. How many phone lines are they currently paying for?

6. Are they paying for additional phone services?

   1. Holdtime.net

   2. AnswerOne

COULD AN OFFICE SAVE?

1. Collect a recent bill that shows what a practice is currently paying for phone services.

2. Reach out to the office to determine how many phones they are currently using in the office.

3. Complete a cost analysis between what they are paying and what they could be paying by switching phone providers.

4. Provide this information to the practice.

PROCESS TO SWITCH PROVIDERS

1. There is a questionnaire that is used to gather information before starting the transition to a new phone provider.

   a. Nextiva Information Submission Form

2. Once this information is collected, the necessary equipment is ordered. (phones, cables, switches, surge protectors…)

3. When the phones arrive, they are programmed to fit what the office has requested.

4. Documentation is submitted to move the current phone numbers to the new provider.

5. After those numbers are confirmed to be moved, installation of the new phones is scheduled with the office.