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Assign Live Call Transfer

Assists HME users with assigning patients with Live call transfer contact method.

Article ID: 2874

Role required: Resupply user

Assign live call transfer to a new patient

To assign live call transfer to new patients:

  1. From the Patients menu, select All patients.

  2. At the top of the page, click New patient.

  3. Enter the required fields.

    • In the Contact method section, check Live call transfer.

    • Ensure a valid phone number is in the Area code and number field. 

  4. Click Save.

asssign_livecall_outreach_v2.png

Assign live call transfer to an existing patient

To assign live call transfer to existing patients:

  1. From the Patients menu, select All patients

  2. Search patients using your preferred option from the search criteria list. 

  3. Click the patient's name in the Name column. 

  4. Select Patient details.

  5. In the Contact Information section, click edit

  6. Check Live call transfer.

  7. A pop up stating "The patient authorized me to enable live call transfer on their behalf" will come up.

  8. Click OK or Cancel.

Tip: If Live call transfer is not available as a contact method, you will need to enable it.

Verify a patient's contact method

To review a patient's contact method: 

  1. From the Patients menu, select All patients

  2. Search for the patient using your preferred option from the search criteria list. 

  3. Click the patient's name in the Name column. 

  4. Select Patient details.

  5. In the Contact information section, click edit

  6. Review the selection(s) under Contact method.

NOTE: Only users from the Home Medical Provider (HME) or Durable Medical Provider (DME) can make changes to the type of phone related contact method (IVR, Live Call and SMS) for their patients.

Resmed ReSupply Customer Service Representatives will create a Work item to inform the HME of the change requested.

If Live call transfer, IVR and SMS are selected, a pop up will occur "The patient authorized me to enable live call transfer on their behalf" and "The patient authorized me to enable automated calling on their behalf". The process for SMS remains the same. Please review here.

If you have questions regarding this feature, please reach out to your Solutions Operations Specialist.

Revision History
The following table summarizes changes for each published version of this article.
 

Date

Changes

10 April 2025

Removed mention of FCC. (K01835)

9 April 2025

Updated to advise of changes to Resmed ReSupply allow customers to align with Federal Communications Commission (FCC) guidelines related to consent revocation. (K01827)

 

Initial publication. All new content.

 

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