John Doe(555) 010-223400:00:14
Main menu 1·Front desk
Answer
What it replaces
The phone work, done for you.
Forward the line to whoeverCalls ring the right teamDial a call list by handCampaigns dial for youListen to every voicemailVoicemails written outPrint, fold and post lettersLetters mailed for you
Set up once
You decide how calls flow.
Call Flows
Draw what happens when someone calls.
Menus, open hours, inboxes and voicemail as steps, and a plan for when nobody answers.
No call ends without a next step
Uses inbox hours
If openFront desk
If closedVoicemail
Rings the inbox members
If nobody answers (30s)Callback task
Saves to Front desk
Campaigns
Call lists that dial themselves.
Pick who to call and how fast. Each answered call goes to a free agent.
Agents talk, LifeLines dials
CampaignsCheck-in callsRunningProgressiveLive
Left to call214of 260 contacts
Calling now32 connected
Reached today46since 9:00 AM
Agents ready2of 4 assigned
Live now
Calling now1 dialing2 connected
(555) 010-2234John DoeSam K.Connected 02:14
(555) 010-2241Jane RoeRingingDialing 00:06
(555) 010-2263Mary MajorAlex P.Connected 00:48
Agents
4 assigned · 2 ready · 2 busy
SSam K.On a call with John
AAlex P.On a call with Mary
RRita M.Ready
DDan W.Ready
Monitor
Listen in, whisper, or take over.
Managers join any live call, and each mode says who will hear them.
Coach on real calls
Richard Roe(555) 010-2263 · Monitoring line00:04:05
Main menu 2 · Monitoring lineSSam K.Recording
Patient matchedThis phone number matched the patient's number exactly.
On this call
MonitorStop monitoring
WatchWhisperBargeTake over
Whispering to the agent only. The patient cannot hear you.
Done for you
The rules, kept for you.
It is 8:40 PM for the patient, after your Calling hours (9:00 AM–8:00 PM). Call anyway?
CancelCallCalling hours, in their time.
Campaigns wait for the patient’s hours. A late call asks once.
NumberWhyCalls blocked
(555) 010-2271They asked us to stop3
(555) 010-2288Registry1
(555) 010-2290Added by us0
Do Not Call, never dialed.
A STOP text adds the number by itself. Campaigns skip it.
Please call me instead of texting.
10:15 AMThe patient refused texts.DetailsTexts are offA no to texts stays a no.
The message box closes and says why.
Voicemails
A missed call becomes work.
Every voicemail is written out, timed and assigned, with Call back on the row.
Nobody waits for a call back
Open3MineHandled128
CallerWaitingMessageAssigned to
Mary Major(555) 010-22751 dHi, it is Mary. Please call me back about my new cuff.AAlex P.Call backHandled
2 patients match(555) 010-2251 · Choose3 hCalling about the letter I got in the mail yesterday.AssignCall backHandled
John Doe(555) 010-223412 minCan someone move my visit to next week? Thanks.SSam K.Call backHandled
History
Every contact, kept.
Calls, texts, voicemails and letters land in History, and on the patient.
Nothing to log by hand
AllCallsTextsLettersVoicemails
Date & TimePatientChannelSummaryStatus
Oct 27 2026
10:42 AMJohn DoeCallOutbound4m 15sJohn Doe · Oct 27 2026, 10:42 AMAnswered
10:42 AMJohn DoeCallOutbound4m 15sJohn Doe · Oct 27 2026, 10:42 AMAnswered
Oct 27 2026
9:15 AMJane DoeTextInboundCan someone call me about my reading?Jane Doe · Oct 27 2026, 9:15 AMReceived
9:15 AMJane DoeTextInboundCan someone call me about my reading?Jane Doe · Oct 27 2026, 9:15 AMReceived
Oct 26 2026
4:03 PMRichard RoeVoicemailInbound0m 38sRichard Roe · Oct 26 2026, 4:03 PMHandled
4:03 PMRichard RoeVoicemailInbound0m 38sRichard Roe · Oct 26 2026, 4:03 PMHandled
Oct 26 2026
11:20 AMJohn DoeCallOutbound-John Doe · Oct 26 2026, 11:20 AMNot answered
11:20 AMJohn DoeCallOutbound-John Doe · Oct 26 2026, 11:20 AMNot answered
Oct 24 2026
9:00 AMJane DoeLetterOutboundWelcome letterJane Doe · Oct 24 2026, 9:00 AMCompleted
9:00 AMJane DoeLetterOutboundWelcome letterJane Doe · Oct 24 2026, 9:00 AMCompleted
The details
And the details.
- Calling hours and Do Not Call, checked firstBefore every outbound call, by default 9 AM to 8 PM, Monday to Saturday, in the patient's time zone.
- Call Flows you drawMenus, open hours, inboxes, forwards and voicemail as steps, live when you publish.
- Campaigns that dialAgents dial, or the auto dialer at three speeds, with a cap on how often one patient is called.
- Monitor any live callManagers can watch, whisper, barge in or take over.
- Missed calls become workVoicemails are written out and assigned, and a missed call can become a callback task.
- Letters, posted for youLetters are printed, put in envelopes and mailed by a service.
Connects with
What it works with.
A connection works while both are on. Switch the other off and Communications keeps working.
EHRA Communications tab on every patient.Remote MonitoringThe monitoring line is an inbox in your call flows.AutomationsThe Send a text step.AnalyticsThe Calls board.DeveloperCommunications through the API.
Phone networkCalls and texts on your practice numbers.
Postal mailLetters printed and mailed.
CommunicationsCalls, texts and letters.
Add any of them, whenever
Book a demo
Tell us your combination.
We will show you how it fits the way you work.
Or write to sales@lifelines.health