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• Dialer Status - this status type will be used to indicate if the case should be passed to dialer. Typical statuses are:

  • To Dial

  • In the Dialer

  • Do not Dial

• Last Dialer Disposition - this status type will be used to indicate a result of last dial attempt. Typical statuses are:

  • Never Dialed

  • Busy

  • No Answer

  • Answering Machine

• Campaign Status - this status is used to differentiate between different dialing campaigns. There are no standard statuses for this status type, but the examples could be:

  • Intake follow-up

  • Notification campaign

  • Questionnaire campaign

• Attempts Status - this status type is used to track a number of attempts dialer has made to contact the client. Typical statuses would be numbers from 1 0 to 20.

  • 0

  • 1

  • 2

  • …

  • 20

GetCasesToDial

Gets a list of cases for dialer to dial. Only cases that have Dialer Status “To Dial” will be returned. SmartAdvocate will also look at the date/time associated with the “To Dial” status and will only return cases where the date/time is in the passed, i.e. cases with future to dial time will not be returned.

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• CaseID - SmartAdvocate case id

• Status - New Dialer Status to be set (To Dial/In the Dialer/Do not Dial). Can be empty, in which case the status will not be updated.

• NextCall - date/time of the next call. Should be used in conjunction with “To Dial” dialer status. For “In the Dialer” and “Do not Dial” current date/time should be used.

• Attempts - Attempts count. Updates Attempts status in SmartAdvocate.

• Disposition - New Last Dialer Disposition status to be set.

{
   "Cases":[
      {
         "CaseID":515512,
         "Status":"toTo dialDial",
         "NextCall":"2020-05-06T09:00:00",
         "Attempts":1,
         "Disposition":"No Answer"
      }
   ]
}

AddCaseNote

Adds a note to one or more cases.

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