RingCentral Call Transfer Cheat Sheet
Article ID: 4816
his RingCentral Call Transfer Cheat Sheet provides the correct destination skills to transfer misrouted callers. It includes the correct IVR prompts to provide to callers for future contact.
HME Transfer Guidelines
Before transferring an HME caller, ask clarifying questions to ensure they get to the right queue with minimal transfers.
Good probing questions to ask HME callers include:
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Are you looking to purchase?
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Are you looking to make a return?
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Do you need technical assistance?
For example, if a caller says, "I was looking to discuss the Apnea Link Air." this does not automatically mean they need technical support. By asking if they are looking to purchase this product or if they require technical assistance, you will better understand their request and send them to the correct department. Whenever transferring an HME to a different department, we should also be providing them with the correct pathway for any future calls.
Customer Care Phone Queues
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AR (Accounts Receivable) Phone Inbound: Billing questions
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CC Phone Canada: Canadian DME’s (any situation or issue)
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CC Phone Corporate: Escalated situations
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Internal CC Phone Existing Orders: Order status issues (when in doubt transfer here)
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CC Phone New Order Placement: DME’s wanting to place a new order
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CC Phone Retail Sales: CVS only
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Internal CC Phone RMA: DME’s wanting an RMA
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CC Phone ROS: DME’s online store sign in issues
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CC Phone RSVP: Escalations Internal only
Technical Care Phone Queues
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RC Phone Ventalation: DMEs with Astral device issues ONLY
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TC Phone Devices: DME device troubleshooting, PAP and ApneaLink (popular)
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TC Phone Device Release: AirView device release ONLY
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TC Phone Sleep Lab Install: DME / Customer calling to set up products in Sleep Labs
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TC Phone Software: Astral Software/Data issues, AirView, U-Sleep, ResScan (popular)
See RingCentral Training Videos (ID: 6008) for additional RingCentral usage training and details.
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Prepared By
Clint Rodenfels
Reviewed By
Clint Rodenfels
Process Owner
Bernard Pulopot
Subject Matter Expert
Bernard Pulopot
Visibility
Internal - ACE
Revision Workflow
Standard
Archive Date
DAC
DAC1
- Revision History
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Date
Changes
4 March 2024
Add tags: ring central, transfer. (K00325)
26 February 2024
Added Credit & Collections RingCentral details and updated Expedite contacts in the attached list. Updated link to current RingCentral training videos. (K00229)
14 July 2023
Fix broken link to ID: 4042.
18 June 2023
Added content from the PC duplicate missing from the original Active Learning article migrated to Help Center.
23 May 2023
Content migration from active learning
03/08/2023
Initial publication. All new content.