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This is the shortest path from a new VoxHealth account to a live agent. Each step is a page in Settings, and each one is a prerequisite for the next.
Steps 1–3 are done by an admin. Front desk staff can run the practice day to day but cannot change settings. See Roles and permissions.
1

Connect your practice management system

Settings → Integrations. Until your PMS is connected, the agent has no schedule to book into and no charts to look patients up in.You will need credentials for your system. The exact set depends on which one you run. See Supported systems.Confirm the connection is working by opening Patients and searching for a known chart.
2

Add your locations and hours

Settings → Locations. Every office, its address, its phone number, and its opening hours.Hours matter more than they look: they decide what counts as after hours for routing, and they bound the times the agent will offer a caller.
3

Configure your assistant

Settings → Assistants. Choose the voice, write the greeting, and turn on the capabilities you want the agent to have. Start conservative with appointments and messages, then add billing, intake, and waitlist once you have listened to a week of calls.Then fill in the knowledge base with the questions your front desk answers ten times a day: parking, insurance accepted, new-patient policy, what to bring.
4

Set up routing and a phone number

Settings → Call Routing decides where a call goes when it needs a person: by reason, by time of day, per location. Settings → Phone Numbers attaches a number to the assistant.You can forward your existing main line to the VoxHealth number, or port the number over. Test both a transfer and a voicemail before you go live.
5

Turn on patient notifications

Settings → Notifications. Reminders and confirmations for upcoming appointments, sent by text and email. Patients can confirm by replying to the text.Watch the first day’s sends in Settings → Notification Log before widening the schedule.

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Then place a test call

Call your number from a mobile that exists in your PMS, and again from one that does not. Check that:
  • the agent greets you the way you wrote it
  • it finds you (or asks for date of birth when it cannot)
  • an appointment it books appears in your PMS, in the right operatory, with the right provider
  • asking for a person transfers you to the right phone
  • the call appears in Calls with a transcript and summary

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Common first-week adjustments

Provider and operatory availability comes from your PMS. Block what should not be bookable there, or exclude a provider from agent scheduling in Availability.
Look at the transfer reasons in Calls. Most of them are usually one or two questions the knowledge base does not answer yet.
Adjust the voice and speaking rate in Settings → Assistants. Callers can also ask the agent directly to slow down.