Instruction manual
Scenario 1: A Small Office
Table 5–
1, Continued
Staff Member/Extension Needs
Office Manager
(System Manager)
Ability to generate reports on system use
As system manager, needs programming privileges and a
programming console
PC with modem
Fax machine
Billing Clerk Quick dialing of insurance company numbers
Operator/Receptionist Console with four incoming lines; if one line is busy, calls
automatically go to the next line.
Ability to notify the doctor of a waiting call without actually
calling her
Ability to switch calls to answering service after hours;
however, any staff members working after hours need to
be able to receive calls.
Ability to switch calls to office manager when no other staff
member is available
Ability to page staff members when not at their phones;
page should exclude certain rooms to avoid disturbing
patient care
If staff member is not at his or her desk to receive a
transferred call, it returns to the operator/receptionist so
she can page the person or take a message.
Ability to identify who’s calling so the patient’s record
can quickly be retrieved from the computer database
Waiting Room Outgoing calls restricted to local calls and 800 numbers
(for use by pharmaceutical company representatives)
Lab Quick access to other labs
Staff Lounge Outgoing calls restricted for toll calls
All Staff Ability to dial frequently used numbers quickly
Putting the System to Work 5–
3










