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Personalised Call Routing
An Introduction to Personalised Call Routing
An Introduction to Personalised Call Routing

What is personalised call routing?

Updated over a week ago

What is Personalised Call Routing?

With our advanced call routing feature, each patient calling your surgery can be seamlessly directed to the most appropriate resource based on their specific needs

By implementing intelligent call routes, practices can ensure that urgent cases are automatically prioritised, while routine inquiries are efficiently handled

By personalising the call routing process, your patients can experience shorter wait times, receive pertinent information and improved access to relevant teams

How to use Personalised Call Routing

Personalised Call Routing allows surgeries to route specific patient telephone numbers
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Surgeries manage their number list by uploading it as a CSV file. This number list is then managed via a new Routing Block in X-flow
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​Surgeries can decide routing types such as;

  • Priority numbers which can be routed to a group, such as the Emergency Bypass Group

  • Numbers can be directed to another specific group

  • Numbers can be played an informational prompt message

  • Numbers that can receive an SMS with further relevant information

Ready to get started? See our Create Personalised Call Routing Guide

Things to Consider

Patients can be routed at any point in your call flows in X-flow, for example after a Menu

Patient numbers can be added to multiple routing blocks, they can only have one routing type within each block

Sometimes, patients may call for a different reason and therefore should be given the option to talk to staff

Examples

Below are examples of some of the routing options available and why they might be used for Personalised Call Routing:

Wild cards can also be used to identify geographical location

Clinical Safety Considerations

Surgeries can choose to route patient numbers to various outputs subject to adequate clinical safety considerations

Surgeries should ensure that their Business Processes are updated to reflect any additional monitoring requirements

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