Please tell us your name:

Your Phone Number:

Your email address:

How did you hear about us?

What is your anticipated start date?

Please note: our programmers will assess your setup information once it has been received, then notify you with an estimated completion date.

Company / Practice Name

Type of business / practice?

Office Street Address

City

State

Zip

Office Phone:

Unlisted Phone (if applicable):

Fax Number:

Company Email Address (if applicable):

Office Hours:

Are you the manager?

Yes, I am the manager

If not, please let us know the Office/General Manager Name:

Manager Phone:

Manager Email:

Do you handle billing?

Yes, I handle billing.

If not, please let us know the Billing Contact:

Billing Phone:

Billing Email:

Building Your Account

Please help us start building your custom account! We use scripted software, so the answers to these questions can be quite specific and conform to the nature and needs of your business!

What hours of the day do you intend to use our service?

Answer Phrase (How would you like us to answer the phone?):

What information should we collect from a caller for routine matters? (If applicable)

Who Is The Message For

Caller's Name

Company

Address

Phone Number & Ext

Regular or New Customer

This list is not all inclusive – if you require additional info, please note it below. We can also tailor the questions asked based on the nature of the call, who is calling, etc.

Procedure to follow for routine calls (example: hold for scheduled email or fax; relay as they are taken):

If we are relaying messages by email or fax, what day(s)/time(s) do you want to receive them? (Note: we can send messages to you at different times on different days if needed.)

What information should we collect from a caller for emergency / urgent matters? (If applicable)

Who Is The Message For

Caller's Name

Company

Address

Phone Number & Ext

Regular or New Customer

This emergency list is not all inclusive – if you require additional info, please note it below. We can also tailor the questions asked based on the nature of the call, who is calling, etc.

Does your office have a Consult Policy? If applicable, please detail (ex: hold routine consults between 10:00 pm – 7:00 am; dispatch all consults 24/7):

Procedure to follow for emergency / urgent calls: If there is a specific protocol to follow, please include those instructions in an additional document. Also include if you would like a recap/record of emergency/urgent calls dispatched on the scheduled fax (if applicable).

Are there any special instructions with regard to what types of messages we should or should not take, and/or dispatch to the person on-call?

For example: Don’t reach for new customers after hours; don’t dispatch calls from 10pm-8am, etc.

Does your office use an On-all schedule?

Yes, we use On-Call

No, we do not use On-Call

We have the ability to program your schedule in advance – OR – we can allow your business to have access to our secure web portal, where you are able to program your own on-call information! Please contact us for additional information.

If you have an on-call schedule (whether it is daily on-call, weekly, etc.), please detail it below and attach a sample at the bottom of this form to allow for appropriate programming in our system.

Please provide any that apply: Staff names & numbers (Home, Cell, etc.), the procedure/order in which to call them, how long to wait between each dispatch attempt, etc.

On-Call staff information and procedures can be attached as a separate list or document below or sent separately.

Please note: We offer an enhanced texting option with delivery/read options that is also secure. It enables our staff to see when/if the message has been read, and escalate if there is no response. Please contact us for additional information.

Staff Names & Numbers

Procedure to follow for 2nd calls (callers that have not received a response to their initial call):

If you are attaching additional information, please do so here prior to hitting the Send To Programming button. Additional documents can be sent via email or by fax to 215-723-9330 as well.

Please note: complex changes made during the initial setup/programming process could delay the start date and/or incur additional programming fees.

Below you will find completed copies of our Answering Services Agreement . Please scroll all the way to the bottom of the form and click the SUBMIT button to complete your submission. You will have copies of all your submitted information including completed copies of our agreements sent to you immediately upon submission.

New TAS Customer

Please note: our programmers will assess your setup information once it has been received, then notify you with an estimated completion date.

Building Your Account

Please help us start building your custom account! We use scripted software, so the answers to these questions can be quite specific and conform to the nature and needs of your business!

Please note: We offer an enhanced texting option with delivery/read options that is also secure. It enables our staff to see when/if the message has been read, and escalate if there is no response. Please contact us for additional information.

Please note: complex changes made during the initial setup/programming process could delay the start date and/or incur additional programming fees.

When finished completing form, please click the button below to submit. Thank you!

Certifications
& Associations:

Please note: our programmers will assess your setup information once it has been received, then notify you with an estimated completion date.

Building Your Account

Please help us start building your custom account! We use scripted software, so the answers to these questions can be quite specific and conform to the nature and needs of your business!

Please note: We offer an enhanced texting option with delivery/read options that is also secure. It enables our staff to see when/if the message has been read, and escalate if there is no response. Please contact us for additional information.

Please note: complex changes made during the initial setup/programming process could delay the start date and/or incur additional programming fees.

When finished completing form, please click the button below to submit. Thank you!

Certifications & Associations:

Certifications
& Associations: