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Set up the unanswered call text response and voicemail feature

Set up voicemail greetings, automatic text replies and holiday hours for unanswered calls, including carrier no-answer call routing

Introduction

TrackStat’s Incoming Communications Unanswered Call Text response Voicemail feature automatically answers unanswered calls with a professional voicemail greeting and sends a helpful text message to the caller. It supports different greetings and replies based on office hours, lunch breaks, and holidays. Voicemails are transcribed and delivered to your TrackStat Inbox for easy review.
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This feature helps reduce unanswered calls, minimizes time spent on the phone, and improves patient communication. It is available for an additional monthly fee.

How It Works

Your office phones keep ringing as usual. Calls stay with your phone company; only texting runs through TrackStat.
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When nobody answers, your phone company routes the call to your dedicated TrackStat voicemail number.
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TrackStat plays the correct greeting based on the time of day.
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A customized text reply is sent automatically (personalized for patients vs. non-patients).
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Any voicemail left by the caller is transcribed and appears in your Inbox with both audio and text.
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Each time block has its own missed-call handler, set under How should we handle missed calls? The voicemail greetings, transcription, and automatic replies described in this article apply to blocks set to Unanswered call-text. Blocks set to Jaz AI are answered by Jaz AI voice assistant instead, and your greeting setup options change. See Step 3.
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Important: This feature only works after your phone company routes unanswered calls to your TrackStat voicemail number. This is the step that most often goes wrong. See Step 6 for exactly what to ask your phone company, plus a temporary option you can use today.

Step-by-Step Configuration Guide

Step 1: Access Voicemail Configuration

1. Log in to your TrackStat account at https://app.trackstat.org/

2. In the left sidebar, click Communication (megaphone icon).

3. Click Incoming Communications.


The Settings tab opens by default.

Step 2: Configure Working Hours and Lunch Break Hours (Settings Tab)

These settings determine which voicemail greeting and missed-call handler TrackStat uses for unanswered calls: Working hours, Non-working hours, or Lunch breaks.

There are two hour configuration sections (Working hours and Lunch break hours) that control three voicemail recording / handler categories:

  • Working hours: Times when your office is open and staff are expected to be available. Unanswered calls during these times use the Working hours greeting and handler.

  • Lunch break hours: Specific times that should use the Lunch breaks greeting and handler. These must be entered explicitly in the Lunch break hours fields.

  • Any time not covered by Working hours or Lunch break hours is treated as Non-working hours.

How to set Working hours

You can enter Working hours in either of these ways. Both configurations work correctly:

  1. Continuous range - Enter a single range covering your full open hours (for example, 8:00 AM - 5:00 PM).

  2. Split ranges - Enter multiple ranges if you prefer to show a gap (for example, 8:00 AM - 10:00 AM and 12:00 PM - 6:00 PM).

Important about gaps

Any gap between Working hours ranges is treated as Non-working hours. It is not automatically treated as a lunch break.

To have the system recognize a period as lunch and play the Lunch breaks voicemail (or use the Lunch breaks handler for Jaz AI), you must explicitly enter those times in the dedicated Lunch break hours fields. Otherwise the gap is treated as non-working hours.

How to set Lunch break hours

Enter the lunch period for each applicable day in the Lunch break hours section (for example, 10:00 AM - 12:00 PM or 12:00 PM - 1:00 PM).

If Lunch break hours are left blank, the Lunch breaks greeting and handler will never be used, even if there is a gap in your Working hours.

Click Save configuration at the top right after making changes.

Note: Voicemail greetings, automatic text replies, and the choice of Jaz AI vs. Unanswered call-text are based on these hour settings. Make sure the hours accurately reflect when you want each behavior.

Step 3: Set Up Voicemail Greetings (Audio or Text-to-Speech)

In the Voicemail recordings section, you can configure three types of greetings:

  • Working hours

  • Non-working hours

  • Lunch breaks

First, check how each block handles missed or unanswered calls

Working hours, Non-working hours, and Lunch breaks each have their own How should we handle missed calls? setting:

  • Jaz AI - Jaz answers the call as a virtual receptionist. Jaz AI is an add-on available for an additional monthly fee.

  • Unanswered call-text - the caller hears your voicemail greeting and receives an automatic text reply.

This setting controls what you see when you edit that block's greeting:

Handler

Greeting setup

Jaz AI

Script only. Type the message Jaz reads aloud on the call.

Unanswered call-text

Type a voicemail script, record your own voicemail, or both.

Holidays do not have their own handler setting. They follow whatever you selected for Non-working hours. See Step 5.

To edit a greeting:

1. Scroll to Voicemail recordings.

2. Click the Edit button for the desired category.

3. What you see in the edit window depends on that block's handler.

If the block is set to Unanswered call-text, you have two fields:

  • Type voicemail script (Text-to-Speech) - type your greeting and the system will automatically convert your text into a computer-generated voice for the voicemail. (Note: This is the least preferred option due to the robotic sound).

  • Or record your own voicemail - click Start Recording and record using your computer's microphone.

If the block is set to Jaz AI, you will see a single script field. Type what you want Jaz to say. There is no record option, because Jaz reads your written script during the call rather than playing a recorded voicemail.

4. To check your recorded voicemail audio, preview it with the player. You need speakers or a headset connected to hear it. To start over, click Delete Audio and record again.

5. Click Save.

Sample Voicemail Greetings (customize as needed):

  • Working Hours: “Hi, you have reached {{OfficeName}} during normal business hours. We are either on the phone or helping another patient. For a quicker response, please text, otherwise leave your message after the tone. If this is an emergency, please hang up and dial 9-1-1.”

  • Non-Working Hours: “Hi, you have reached {{OfficeName}} outside of our normal business hours. For a quicker response, please text, otherwise leave your message after the tone. If this is an emergency, please hang up and dial 9-1-1.”

  • Lunch Hours: “Hi, you have reached {{OfficeName}} during our lunch hours. For a quicker response, please text, otherwise leave your message after the tone. If this is an emergency, please hang up and dial 9-1-1.”

These samples are written for blocks set to Unanswered call-text.

Step 4: Customize Automatic Text Replies (Automatic Replies Tab)

1. Click the Automatic replies tab.

2. Edit the text messages for each scenario:

  • Patient calls and leaves a voicemail

  • Patient calls but does not leave a voicemail

  • Non-patient calls and leaves a voicemail

  • Non-patient calls but does not leave a voicemail

Use these merge fields where appropriate:

  • {{PatientFirstName}}

  • {{AppointmentInviteLink}} (existing patients)

  • {{AppointmentInviteLinkNP}} (new patients)

  • {{OfficeName}}

Pro Tip for Busy Offices:

Encourage texting and online scheduling by adding lines like:

“Please text us at {{OfficePhone}} for a quicker response” or “Visit {{OfficeWebsiteLink}} to schedule an appointment” in your voicemail greeting.

Step 5: Set Up Holiday Messages (Holidays Tab)

Holidays follow your Non-working hours setup. Whatever you selected under How should we handle missed calls? for non-working hours also applies on the holiday dates you add, and it determines what you see in the Holiday window.

Each holiday still gets its own message. Holidays do not reuse your non-working hours greeting text.

To add a holiday:

  1. Click the Holidays tab.

  2. Click Add holiday.

  3. Enter the holiday name.

  4. Set the start date and end date.

  5. Add your message:

    • If non-working hours is set to Jaz AI, you will see one field, Set up the AI assistance message. Type the script you want Jaz to read on those dates.

    • If non-working hours is set to Unanswered call-text, you will see a dropdown with Type voicemail script (Text-to-Speech) and Record voicemail. Choose one. If you choose Record voicemail, click Start Recording under Set up the voicemail audio.

  6. Click Save.

You can edit or delete holidays later as needed.

Additional Step – Add Automatic Reply for Holidays:

1. Go back to the Automatic replies tab.

2. Select Holiday Hours.

3. Add the text message that should be sent during holidays.

4. The Holiday window reminds you of this at the bottom. Set up the holiday automatic reply regardless of which handler your non-working hours uses.

Q: How do I add a holiday message?

A: Go to Communication (megaphone icon) → Incoming Communications → Holidays tab → Add holiday. Enter the holiday name and date range, then add your message. Holidays follow your non-working hours setting: if it is set to Jaz AI, you type an AI assistance message for Jaz to read. If it is set to Unanswered call-text, you can type a voicemail script or record a voicemail. Then add a matching automatic reply in the Automatic Replies tab under Holiday Hours. If you cannot see these options, contact your manager or administrator.

Step 6: Route Unanswered Calls to TrackStat (Most Important Step)

TrackStat can only answer calls your phone company sends to it. Your office phones keep ringing as usual, and only calls nobody answers go to TrackStat. You set this up with your phone company, not in TrackStat.

1. Find your TrackStat voicemail number. It is in the bottom right corner of Communication → Incoming Communications → Settings.

2. Contact your phone company (business support chat, their online portal, or by phone) and say:

“I’d like to set up Call Routing No Answer (also called conditional or delayed routing) on [main office number]. When a call isn’t answered after 5 rings, Route it to [TrackStat voicemail number]. Please don’t route all calls, only unanswered ones.”
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Also ask:

  • “Does this apply to every line that rings when patients call our main number?”

  • “Will our current voicemail pick up before the routing happens?” If it does, have them set the route to happen first, or turn off that voicemail. Otherwise calls never reach TrackStat.

3. Instructions for common phone companies (these are suggestions based on AI, you need to check with your phone company)

  • Comcast Business: Sign in to My Account, go to your Phone/Voice service, open Call routing and set up routing for no answer. If you don’t see that option, contact Comcast Business support and ask for “Call routing No Answer.”

  • Cox Business: Set it up in the VoiceManager portal, or from an office phone dial *92# and enter your TrackStat voicemail number when prompted. Dial *93# to turn it off.

  • Spectrum Business: From an office phone dial *92 followed by your TrackStat voicemail number. Dial *93 to turn it off. If the code doesn’t work, the feature may need to be turned on in Spectrum’s voice portal first, or call Spectrum Business at 1-800-314-7195.

  • RingCentral: In the RingCentral app go to Settings → Phone → Call handling → Edit and set how long your phones ring. Under Missed calls, choose Route to external number and enter your TrackStat voicemail number. Admins can set the same thing in the Admin Portal. If your main number goes to an auto-receptionist or call queue, ask RingCentral support to apply it there.

  • Ooma Office: In Ooma Office Manager (office.ooma.com), open the user or extension that answers your main number and turn on routing for unanswered calls to your TrackStat voicemail number. Set the delay to about 15 seconds so it happens before Ooma’s voicemail picks up. If your main number rings a group or the Virtual Receptionist, ask Ooma support how to send unanswered calls to an outside number.

  • AT&T, Verizon, Frontier, Weave, Nextiva, Vonage and others: Contact support and read them the request above. Internet phone systems usually have a “forward when unanswered” setting in their admin portal. Traditional landlines usually need the phone company to add it.

Need it working today? Use *72 temporarily.

  1. Pick up an office line, dial *72, then your TrackStat voicemail number.

  2. Wait for it to ring or give a confirmation tone, then hang up.

  3. To turn it off later, dial *73.

⚠️ *72 routes every call, not just unanswered ones. Your office phones won’t ring and every caller gets the TrackStat voicemail (or Jaz). Only use it until your phone company sets up no-answer routing. Some internet phone systems don’t support *72. For those, use their app or portal.
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Recommended ring counts:

  • 5–6 rings during working hours

  • 3–4 rings outside working hours

Step 7: Test the Setup

1. Call your office line from another phone and let it ring until it routes.

2. Verify the correct greeting plays.

3. Leave a test voicemail (optional).

4. Confirm you receive the correct text reply within about 1 minute.

5. Check your TrackStat Inbox for the transcribed voicemail. Select Message Type filter and check the Audio Messages box. Then click the dropdown at the top of the page and select Sort by most recent voicemail.

6. If you do not see any Audio messages, that usually means the voicemail feature is not set up, calls are not routing to your TrackStat voicemail number or the caller did not leave a voicemail. If your old voicemail answered the test call instead of TrackStat, your phone company is not sending unanswered calls to TrackStat yet. Go back to Step 6.

Conclusion

The Voicemail Configuration feature gives you full control over how TrackStat handles unanswered calls, voicemails, and automatic replies. Proper setup helps your busy clinic reduce phone time and respond to patients faster.

Note: If a patient/non-patient hangs up before listening to the whole voicemail, they will still receive the generated text response.

FAQs

Q: Where can I see voicemails left by patients?

A: To view patient voicemails, go to the Inbox and filter by Message Type > Audio Messages, then sort by Most Recent Voicemail.

The filter will still display patients with a voicemail even if automated or manual text/email messages were sent or received after the voicemail.
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Note: If a voicemail was received while the caller was a non-patient, and the non-patient contact was later merged with a patient contact, that patient will not appear in the Audio Messages filter based on the voicemail received before the merge.
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Q: Should I enter Working hours as one continuous range or with a break in the middle?

A: Either way works. Continuous ranges (for example 8:00 AM - 5:00 PM) and split ranges both function correctly. The key point is that any gap in Working hours is treated as Non-working hours. To use the Lunch breaks greeting and handler, you must explicitly enter the lunch times in the Lunch break hours fields.

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