The workspace

The screen between your systems and your agents.

Five surfaces, one shared record, every action written to the ledger.

01Agent workspace

Claim it, check it, call it.

One prioritized queue, one contact at a time, with the preflight, the phone handoff, and the disposition on the same screen.

Presence and status policy

Available, On call, Wrap-up, or Break; the time in each status is visible to managers and governed by policy.

Prioritized queue views

Power Hour, Callbacks, Inbound, Coverage, and Overnight are views over one canonical work item, never copies.

Claim and release with leases

One winner per work item; a lease is released or expires, so two agents never hold the same contact.

Contactability preflight

Consent, local time, attempt caps, and channel blocks are checked before every touch, per channel.

Click-to-call and transfer handoff

The number opens in the agent's own phone app and transfers hand off to the provider; DialSplice never carries the call.

Structured dispositions and versioned guidance

Every outcome is a disposition from your list; the script beside it is versioned and approved before agents see it.

Five-minute inactivity protection locks the workspace; unacknowledged alerts stay in an in-app recovery inbox.

02Manager desk

Coverage you can see, not guess.

Queue health, presence, holds, and the call log on one desk, with the approvals that keep callbacks inside policy.

Queue health per view

Counts, SLA risk, and the oldest item for Power Hour, Callbacks, Inbound, Coverage, and Overnight.

Overnight and coverage assignment with batch review

Automatic assignments arrive as a location-scoped batch with fairness evidence; a manager releases them.

SLA-risk deferral approvals

A callback that would slip past its window needs a manager's approval to move, and the approval is logged.

Attempt-cap and reconciliation holds

Work that hits its cap or returns an ambiguous provider outcome is held for a person, not retried.

Call log with content-limited CSV export

Time, direction, location, agent, outcome, and sync state; no message bodies, no recordings.

Non-PHI feedback triage

Agent feedback moves through new · triaged · planned · closed without carrying contact identity.

03Contact record

One contact. One history.

Ownership, language, location, inquiries, appointments, payments, and every call, SMS, and email — read from the systems that hold them.

Permissioned search

Results are filtered by role and location scope before they leave the server.

Existing patient record lookup

Before booking, the agent sees whether the contact already has a patient record in your EHR, and at which locations.

Repeat-lead rule

A returning contact updates an open opportunity; a new one is created only after close or abandonment.

Cross-location history where permitted

A contact seen at two locations shows both histories only to roles scoped to both; an ambiguous match is held, never guessed.

Payments and card on file

Take a payment over the phone or update the card on file without leaving the workspace; the action is logged like every other.

Booking into the system of record

Bookings write to your EHR with identity resolved first; the CRM is updated from the same event.

04Admin & audit

Versioned, approved, and on the ledger.

Configuration changes are revisions with a content hash; every activation, rollback, and read lands in the same append-only ledger.

Versioned location configuration

Each revision carries a content hash; approval, activation, and rollback are separate, logged steps.

Roles and scopes

Capability and location scope are assigned per role and validated at request time, not at login.

Published guidance assets

Scripts and playbooks are versioned and approved before an agent sees them beside a contact.

Hash-chained audit ledger

Every event links to the previous by SHA-256; the ledger stores events and hashes, not content.

Operational telemetry with attribute allowlisting

Only allowlisted attributes leave the request path; identity and content never enter telemetry.

05Analytics

Measure the work. Show the impact.

Every call, callback, and booking is a ledger row, so the numbers come from what happened, not what was reported.

Speed to lead

Time from a new lead to the first attempt, by agent, location, and queue view.

Connection and schedule rate

Attempts that connected, and connections that booked, counted from the ledger rather than self-report.

Call duration

Connected-call time per agent and per outcome, so coaching starts from evidence.

Show rate and downstream impact

Appointments kept, read back from your system of record and tied to the calls that produced them.

Accountability views

Per-agent and per-location figures that managers and agents both see; the leaderboard uses the same numbers.

Export to your data platform

Content-free facts flow to Fabric, AWS, or Google Cloud for your own reporting.

06What DialSplice doesn't do

Not in the box.

DialSplice is bring-your-own-telephony. Several of these already live in your phone system or your other tools; DialSplice does not duplicate them, and it does not replace them.

Predictive or power dialing

Your telephony provider's, where it offers one

Recording, transcription, or automated quality scoring

Stays in your telephony provider or QA tool

Workforce forecasting

Your workforce-management tool's

A patient or customer self-service portal

Your EHR's or CRM's

If you need those, we'll point you to the tools we've seen work beside DialSplice.