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Filopto Help Manual

Formerly known as Talksoft, in June 2018 it re branded itself as RevSpring.  RevSpring  has been offering since 1981, communications and billing solutions that increase consumer engagement and payment rates with flexible online, phone, email, and text communications and billing options.  

 

The system configuration for your RevSpring account is entered in this section.  Users can create multiple tasks that will be automatically executed by the RevSpring service.  Before using this section you must register with Filopto / RevSpring service and review their user instructions on how to use the service. The data files used by the RevSpring system will be configured based on the type of communication selected and rules defined herein.

 

 

 

IMPORTANT:

 

     To reduce errors, activate only the services to which you are subscribed.  

     Only RevSpring subscribed services will be processed by RevSpring.

 

 

 

The time zone is the time zone that will be used for sending the various communications. If an incorrect time zone is selected you may receive angry calls from your patients that are receiving calls or messages at an inappropriate time.

 

Recall will process the recalls for the number of days and the number of days to omit that you define in the recall settings field.

 

 

IMPORTANT information

 

1) Your server and Internet connection must be turn on at all times for this service to function.  

 

2) The patient file must contain the communication information to be used by RevSpring: ie, telephone number, email, mobile phone number, etc...

 

3) The data files will be sent to RevSpring every evening between 11pm -12pm.  The Lab Order data is sent on an hourly basis.

 

Appointments

 

Filopto will send the required data for all patient appointments scheduled in the Patient Scheduler that are due in the next 14 days. The work flow setting defined in RevSpring will be used to determine when a notification will be sent.

 

Recalls

 

It uses the Filopto Recall database to send reminders that a recall is due (you must create a recall record in Filopto for this service to function).  Recalls 30 days means that the patient that have a created recall record dated in Filopto in 30 days from today will be selected and RevSpring will contact them on the next business day.

 

Optical Lab Orders

 

The Optical Lab Orders Notification require the users to be using the Filopto Lab Order system to trigger the notification. A Lab Order must be created and the trigger to send the notification is that the Inspected status (1) must be checked. RevSpring will place a check mark in the lab order Notified status(2) once the patient has been contacted.  (see Invoice Lab Orders for more detail).

 

RevSpringInspectedCKmark

 

IMPORTANT: The Optical Lab Order notifications are sent via the RevSpring Recall Service which provide more flexibility than the stand alone RevSpring Lab Phone Services. The Lab Order calls are uploaded to RevSpring between: 12:00 noon -1pm,, 6:00 - 7:00 pm and 11pm -12am local time.

 

 

 

 

RevSpring  Setup Screen

 

Enter your RevSpring Account Information and select the services you subscribed by placing a check mark.  Identify the time zone for your location. Define the Recall setting that Filopto will use to send the recall records to RevSpring.

 

RevspringConfiguration

 

RevSpring  Reports

 

Filopto provides various reports from the activities conducted by RevSpring.  The reports are available in the Reports and Forms tab under the RevSpring Reports button.

 

 

 

Revspringlogo

 

RevSpring Appointment Reminders Support Desk

1-866-966-4700 option 3

TS-support@revspringinc.com

9 a.m. to 5 p.m. EST Monday–Friday