Selection Menus

Selection menus are a crucial component of TimeWise. They determine how callers navigate through the system and select tasks or categories. The default menu is always active unless a specific selection moment is set in the schedule. In this guide, you'll learn how to manage and configure selection menus.

Overview of Selection Menus

In the Portal, you'll find an overview of existing selection menus, including the default menu. This default menu is used when no specific selection menu is scheduled.

With this interface, you can:

• Create a new selection menu.
• Open and adjust existing selection menus.

Creating a new selection menu

Follow these steps to add a new selection menu:

1. Click Create Selection Menu.
2. Fill in the following details:
   • Name: Give the selection menu a clear name, such as "Holiday".
   • Description: Add a brief explanation about the purpose of the selection menu.
3. Click Save to add the menu.

Managing existing selection menus

When you open a selection menu, you'll see an overview of the options per key. These options contain:

• Button: The key on the phone that activates the option.
• Category: The assigned category or sub-menu.
• Creation date: The date when the option was added.
• Actions:
  • Remove: Removes the option from the selection menu.
  • Link spoken messages: Adds a spoken message to read out the choice.

Rearranging options

You can adjust the order of options by changing the button:

1. Click on the key you want to adjust.
2. Select a new key number, for example from "1" to "3".
3. The choice is now displayed as: "Press 3 for Medical Assistant".

Linking spoken messages

Spoken messages ensure that callers know what options are available. If an option doesn't have a spoken message, it won't be announced to callers.

Adding spoken messages

1. Click the Link Spoken Messages button next to the desired option.
2. Select an existing message from the list or add a new message.
   • Listen to preview: Press play to listen to the message.
   • Add new message: Only add the text that specifically applies to this option, for example: "Medical Assistant" (the prefix "Press X for" comes from the universal recordings).
3. Save your changes.

Adding new options

You can add extra options to a selection menu by clicking Add. Then you can:

• Choose a category that isn't already used in the menu.
• Select a sub-menu, so the caller enters a new selection menu.

Example configuration

Suppose you want to configure a selection menu for a general practice:

1. Option 1: Emergency cases
   • Link the category Urgent Questions.
   • Spoken message: "In case of Emergency cases".
2. Option 2: Medical Assistant
   • Link the category Appointments.
   • Spoken message: "for the Medical Assistant".
3. Option 3: Repeat Prescriptions
   • Link the category Repeat Prescriptions.
   • Spoken message: "for Repeat Prescriptions".

The caller then hears:
"Press 1 In case of Emergency cases. Press 2 for the Medical Assistant. Press 3 for Repeat Prescriptions."

With these guidelines, you can configure selection menus that align with the needs of your organization and the expectations of your customers. Visit the Portal to get started immediately.