Editing Call Handling Instructions Content, Format, Etc.

To make any changes in the Call Handling Instructions section, first log in as admin.

1. In the Configurations menu, click on Clients (or Care Sites, Locations, Practice, etc.).

2. Search for the desired client (or care site, location, practice, etc.) by either scrolling down the list or typing the name.  Click on the name.

3. Click the Call Handling Instructions tab.

4. Edit using any of the following tools in the toolbar:

5. After applying desired changes, click Save Changes.

You should see the message "Changes saved successfully".  If it returns an error message, kindly reach out to Keona support.