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Patent 2762753 Summary

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Claims and Abstract availability

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(12) Patent: (11) CA 2762753
(54) English Title: SYSTEM AND METHOD FOR PROVIDING ENHANCED ANSWERING SERVICES IN A TIME-SENSITIVE MANNER
(54) French Title: SYSTEME ET PROCEDE SERVANT A FOURNIR DES SERVICES DE REPONSE EVOLUES EN TEMPS OPPORTUN
Status: Granted and Issued
Bibliographic Data
(51) International Patent Classification (IPC):
  • H04M 3/436 (2006.01)
(72) Inventors :
  • CZACHOR, MARTIN JR. (United States of America)
  • CZACHOR, KEVIN (United States of America)
  • FRANKE, NORMAN (United States of America)
(73) Owners :
  • ASD INC.
(71) Applicants :
  • ASD INC. (United States of America)
(74) Agent: GOWLING WLG (CANADA) LLPGOWLING WLG (CANADA) LLP
(74) Associate agent:
(45) Issued: 2017-01-03
(22) Filed Date: 2011-12-29
(41) Open to Public Inspection: 2012-07-10
Examination requested: 2014-01-20
Availability of licence: N/A
Dedicated to the Public: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data:
Application No. Country/Territory Date
12/987,374 (United States of America) 2011-01-10

Abstracts

English Abstract

A computing system of an answering service answers an incoming call from a calling party on behalf of a called party, and allows an agent to converse with the calling party. Contact with the called party is established while the incoming call from the calling party is still in progress, and a signal is received from the called party for the called party to monitor the incoming call without joining in. Upon detecting a disconnection of the monitored incoming call between the agent and the calling party, the called party is notified that the incoming call has ended and the agent and the called party are allowed to converse with each other over the called party call regarding the incoming call from the calling party.


French Abstract

Un système informatique dun service de réponse répond à un appel entrant dun correspondant appelant au nom dun abonné appelé, et permet à un agent de dialoguer avec le correspondant appelant. Un contact avec labonné appelé est établi alors que lappel entrant dun correspondant appelant est encore en progrès et un signal est reçu de labonné appelé pour que labonné appelé surveille lappel entrant sans sy joindre. Lors de la détection dune déconnexion de lappel entrant surveillé entre lagent et le correspondant appelant, labonné appelé est avisé que lappel entrant est terminé et lagent et labonné appelé peuvent discuter lun avec lautre au sujet de lappel de labonné appelé relativement à lappel entrant du correspondant appelant.

Claims

Note: Claims are shown in the official language in which they were submitted.


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CLAIMS:
1. A method performed by an answering service on behalf of a called party when
a
calling party places an incoming call to the called party and the called party
is unable or
unwilling to answer the incoming call directly, the method being performed by
a computing
system of the answering service and comprising:
answering the incoming call from the calling party on behalf of the called
party by
way of a first call connection of the computing system;
allowing an agent at the answering service to converse with the calling party
by
way of the incoming call;
establishing contact with the called party by way of a called party call on a
second
call connection of the computing system while the incoming call between the
agent and the
calling party is still in progress by way of the first call connection of the
computing system;
receiving a signal from the called party for the called party to monitor the
incoming call without joining in, and in response thereto communicatively
coupling the called
party call and the incoming call to form a coupled call; and
detecting a disconnection of the monitored incoming call between the agent at
the
answering service and the calling party, and in response thereto:
notifying at least the called party that the incoming call at the answering
service has ended;
notifying at least the agent at the answering service that the called party is
available and wishes to speak to the agent regarding the ended incoming call;
and
allowing the agent at the answering service and the called party to
converse with each other over the called party call,
wherein the called party while initially monitoring the incoming call but not
joining in
can speak afterward with the agent at the answering service who handled the
incoming call,
the computing system establishing contact with the called party by
automatically sending
an electronic message to an address of the called party by way of a data
connection of the
computing system, the message including a call-back telephone number by which
the called
party can place a call-back call to a second telephone connection of the
computing system.
2. The method of claim 1 wherein the call is a telephone call.

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3. The method of claim 1 wherein the called party is a funeral professional
and the
calling party is a client calling the funeral professional regarding obtaining
funeral services for a
deceased.
4. The method of claim 1 wherein the computing system establishes contact with
the
called party by automatically placing an outgoing call to a telephone number
of the called party
by way of a second telephone connection of the computing system.
5. The method of claim 1 further comprising notifying the agent that the
coupled called
party call is in progress.
6. The method of claim 1 comprising notifying at least the called party that
the incoming
call has ended by way of an aural message played over the called party call.
7. The method of claim 1 comprising notifying at least the agent that the
called party is
available and wishes to speak to the agent regarding the ended incoming call
by way of an aural
message played over the called party call.
8. The method of claim 1 comprising notifying at least the agent that the
called party is
available and wishes to speak to the agent regarding the ended incoming call
by way of a visual
message displayed to the agent on a display thereof.
9. The method of claim 1 comprising:
receiving a signal from the called party for the called party to monitor the
incoming call without joining in, and in response thereto:
communicatively coupling the called party call and the incoming call to
form a coupled call; and
placing the called party call in a mute mode so that the called party can
hear the incoming call but cannot be heard in the incoming call; and
detecting a disconnection of the monitored incoming call between the
agent and the calling party, and in response thereto:
notifying at least the called party that the incoming call has ended;
notifying at least the agent that the called party is available and wishes
to speak to the agent regarding the ended incoming call;
removing the mute mode from the called party call so that the agent
can hear the called party; and
allowing the agent and the called party to converse with each other
over the called party call.

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10. A method performed by an answering service on behalf of a called party
when a
calling party places an incoming call to the called party and the called party
is unable or
unwilling to answer the incoming call directly, the method being performed by
a computing
system of the answering service and comprising:
answering the incoming call from the calling party on behalf of the called
party by
way of a first call connection of the computing system;
allowing an agent at the answering service to converse with the calling party
by
way of the incoming call;
establishing contact with the called party by way of a called party call on a
second
call connection of the computing system while the incoming call between the
agent and the
calling party is still in progress by way of the first call connection of the
computing system;
receiving a signal from the called party for the called party to join in
conversation
with the calling party;
detecting a disconnection of the incoming call between the agent at the
answering
service and the calling party prior to joining the called party in
conversation with the calling
party, and in response thereto:
notifying at least the called party that the incoming call was disconnected;
notifying at least the agent at the answering service that the called party is
available and wishes to speak to the agent regarding the disconnected incoming
call; and
allowing the agent at the answering service and the called party to
converse with each other over the called party call,
wherein the called party can speak with the agent at the answering service who
handled
the incoming call,
the computing system establishing contact with the called party by
automatically sending
an electronic message to an address of the called party by way of a data
connection of the
computing system, the message including a call-back telephone number by which
the called
party can place a call-back call to a second telephone connection of the
computing system.
11. The method of claim 10 wherein the call is a telephone call.
12. The method of claim 10 wherein the called party is a funeral professional
and the
calling party is a client calling the funeral professional regarding obtaining
funeral services for a
deceased.

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13. The method of claim 10 wherein the computing system establishes contact
with the
called party by automatically placing an outgoing call to a telephone number
of the called party
by way of a second telephone connection of the computing system.
14. The method of claim 10 further comprising notifying the agent that the
called party
call was in progress.
15. The method of claim 10 comprising notifying at least the called party that
the
incoming call was disconnected by way of an aural message played over the
called party call.
16. The method of claim 10 comprising notifying at least the agent that the
called party
is available and wishes to speak to the agent regarding the disconnected call
by way of an aural
message played over the called party call.
17.
The method of claim 10 comprising notifying at least the agent that the called
party
is available and wishes to speak to the agent regarding the disconnected
incoming call by way of
a visual message displayed to the agent on a display thereof.

Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02762753 2016-01-29
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Title
System and Method for Providing Enhanced Answering Services in a Time-
Sensitive
Manner
Field
[0002] The present disclosure relates to a business organization or
the
like that provides answering services, such as answering services for
professionals
such as doctors, lawyers, funeral directors, servicing representatives, and
the like.
More particularly, the present disclosure relates to such a business
organization that
provides such answering services in an especially time-sensitive manner.
Accordingly, a client or the like calling a professional with an urgent matter
is placed
into contact with the professional by the business organization / answering
service
as soon as possible.
Background
[0003] In many business- or professional-related situations or the
like,
an age-old and recurring problem is effectuating contact between a
professional or
the like and a client or the like calling or otherwise attempting to contact
the
professional. Perhaps ideally, the client would place a telephone call or the
like to
the professional, the professional would answer the placed telephone call
instantaneously if not within a matter of moments, the desired contact would
thus be
established, and the caller and professional could communicate regarding some
matter of interest. Notably, however, most professionals are not always
available to

CA 02762753 2011-12-29
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answer all calls instantaneously or even momentarily. For example, the
professional
simply may not want to answer calls, such as for example if on a vacation or
at a
family event, among other things, or the professional may be otherwise
occupied by
professional matters.
[0004] With regard to the latter case in particular, it may be that a
doctor may be occupied by a medical matter and unavailable, or a lawyer may be
in
a legal conference from which she or he is not to be disturbed. Likewise, a
funeral
director may be attending to a first client while a second client is calling.
In such a
particular situation as well as others, it should be noted that not only is
the funeral
director otherwise occupied by the first client, but the nature of the funeral
business
is such that it would be considered to be particularly insensitive if not rude
to answer
the call from the second client while still attending to the first client.
[0005] Generally, it is to be recognized that a professional or the
like
may not always be immediately available to answer a call from a client, be it
to a
landline telephone line or a mobile telephone line or to such other
communications
device which may be available. As should be appreciated, such a situation can
exist
even when the client is calling regarding an urgent matter, such as a life-
threatening
matter or a matter that otherwise should be given immediate attention.
Accordingly,
it is known that such a professional may employ a business organization that
provides answering services or the like (hereinafter, 'an answering service')
to
answer calls from clients when the professional is not immediately available.
[0006] As should be understood, a call to the professional is
forwarded
therefrom to the answering service by appropriate means when the professional
is
not available to answer such call or the like, and the answering service may
perform
a range of answering duties on behalf of the professional. For example, upon
answering the call on behalf of the professional, the answering service may
let the
caller know when the professional is scheduled to be available, or may collect
information so that the professional can return the call at an opportune time.
Likewise, the answering service may perform an assessment regarding the nature
of
the call and based thereon may perform a range of actions. Thus, the answering
service may determine that a relatively more serious matter requires more
immediate
action from the professional, in which case the answering service may attempt
to

CA 02762753 2011-12-29
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contact the professional as soon as possible by appropriate means.
Correspondingly, the answering service may determine that a relatively less
serious
matter requires less immediate action from the professional, in which case the
answering service may only create a message for the professional to be
collected
thereby at a later time.
[0007] It is to be understood that in at least some professional
situations, an answering service acts not only to answer calls on behalf of a
professional, but also acts as what likely is the first contact a caller
encounters
regarding a called professional. Thus, the answering service may in fact be
the
initial public face of the professional to the caller, and if so may act to
form the first
impression by the caller of the professional. Put another way, if an initially
calling
caller is treated well by the answering service, and is otherwise made to feel
comfortable and impressed by the answering service, such an initially calling
caller is
more likely to continue with further efforts to contact the professional and
employ the
goods and/or services of the professional. Conversely, if an initially calling
caller is
treated poorly by the answering service, or is otherwise made to feel
uncomfortable
or unimpressed by the answering service, such an initially calling caller may
forego
further efforts to contact the professional, and instead may call another
professional.
[0008] The aforementioned funeral business or the like is especially
relevant to such situation, in that a caller initially calling a funeral
director or the like
probably or even likely has never previously contacted that funeral director,
or any
other funeral director for that matter, at least on a professional basis.
Moreover,
such caller may have just suffered a loss of a relative or friend and also may
be in an
especially precarious frame of mind. Thus, and again, if the initially calling
caller is
answered by an answering service on behalf of the funeral director, the
answering
service must take special care to treat the caller with dignity, caring, and
compassion, as is fitting and proper. Also, it is to be considered that the
call from the
caller to the funeral director if properly handled likely will result in a
relatively large
monetary fee to the funeral director for funeral-related goods and services.
Thus,
the answering service must take special care to ensure that the caller is not
dissuaded or otherwise given reason to seek such funeral-related goods and
service
elsewhere.

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[0009] Particularly with regard to funeral directors and the special
needs thereof as outlined above, funeral answering services and the like have
been
developed to focus on and address same. Moreover, it should be understood that
such funeral answering services are employed not only by funeral directors,
but also
by other funeral professionals that require similar heightened levels of
dignity, caring,
and compassion in their answering service needs. Such other funeral
professionals
may for example include funeral homes, cremation services, crematory
facilities,
cemetery and memorial parks, casket and coffin companies, livery services,
trade
embalmers, funeral transport services, coroners, monument companies, burial
vault
companies, grief and bereavement counselors, body and tissue donation
services,
pet cremation, burial and cemetery services, and the like.
[0010] Typically, upon a funeral business engaging an answering
service to answer calls to the funeral business, the answering service engages
the
services of one or more telephone service providers or the like to effectuate
forwarding of telephone calls or the like from the business to the answering
service,
particularly in a manner deemed necessary and/or advisable by the business.
Such
engaging and such forwarding services are generally known and need not be set
forth herein in any detail other than that which is provided. Generally, the
forwarding
may occur on any appropriate basis, including the time of day, whether
forwarding
has been positively engaged or disengaged, whether the business has selected a
particular call for forwarding, whether a call has rung a predetermined number
of
times, whether a phone or phone system of the business is off, or the like.
[0011] Notably, the answering service may answer a call on behalf of
a
particular funeral business according to a predetermined procedure or 'script'
that
has been established for the particular funeral business. As may be
appreciated, the
script can be quite involved, and can tend to cover a wide range of subjects,
including the name and location of the deceased, the name, location, and
telephone
number of the caller, whether the caller is a family member or friend or a
staff
member at a nursing home or hospital or the like, where and when the funeral
is to
be performed, where and when burial or cremation is to be performed, required
clergy, directions to establishments, parking availability and needs, handicap
accessibility, available local florists and flower delivery services, and the
like. In fact,
such scripts can accommodate a wide range of scenarios and needs, and
therefore

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can be quite extensive. Importantly, with the use of such a script,
information can be
collected from the caller according to the script and entered into an
appropriate
database or the like for later retrieval and use, as is generally known.
[0012] In the prior art, the answering service would, based on such a
script, collect all information as dictated according to the script, and then
would
terminate the call from the caller, of course with appropriate dignity and
consolation,
as well as with an assurance that the funeral director / funeral business /
funeral
professional (hereinafter, 'funeral professional') would return the call.
Notably, the
answering service would then attempt to contact the funeral professional, but
only
upon the call being terminated. Typically, although by no means necessarily,
the
funeral professional can be contacted by way of a predetermined mobile
telephone
line, landline telephone line, pager, mobile electronic mail device, desktop
electronic
mail device, mobile electronic texting device, desktop electronic texting
device, or a
combination thereof, or the like.
[0013] Waiting until a call from a caller is terminated to contact
the
funeral professional may be considered to be advantageous in that the
answering
service has collected a goodly amount of information on behalf of the funeral
professional, and such information may then be forwarded to the funeral
professional
as a single package that may be in a more-or-less complete form. For example,
the
information may be forwarded as an electronic message to one or more of the
aforementioned electronic devices of the funeral professional, at about when
the call
is terminated, when the funeral professional is actually contacted by the
answering
service, or the like. Alternately, if the funeral professional is contacted by
the
answering service by telephonic means, such information can be orally
transmitted
to the funeral professional. Note, though, that such oral transmission is
prone to
errors and can take quite some time if the information is relatively large.
[0014] Significantly, though, waiting until a call from a caller is
terminated to contact the funeral professional is disadvantageous in that the
caller,
who again likely has just suffered a loss of a relative or friend and also
likely is in an
especially precarious frame of mind, would very much prefer to speak directly
to the
funeral professional rather than an answering service. Put plainly, the
typical
grieving caller prefers and even expects to speak directly to the funeral
professional

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as soon as possible to ensure that the funeral process as performed by such
funeral
professional is expeditiously begun. Perhaps more importantly, the typical
grieving
caller also prefers and even expects to speak directly to the funeral
professional as
soon as possible in order to receive the psychological comforting that the
funeral
professional provides and has been trained to provide. After all, some of the
most
important functions the funeral professional performs are to help those who
are still
alive grieve the loss of the deceased.
[0015] Accordingly, a need exists for a system and method for
providing enhanced answering services in a time-sensitive manner, particularly
where the answering services are funereal in nature. In particular, a need
exists for
such a system and method where, upon recognizing that the caller is a funeral
caller
requiring professional services of a funeral professional for a deceased,
contact with
the funeral professional is automatically initiated, even before the call has
been
terminated. Further, a need exists for such a system and method where, upon
establishing a connection with the funeral professional, the funeral
professional can
be introduced into the call while ongoing and can take over the call, the
better to be
able to directly comfort the grieving caller and also the better to be able to
directly
collect any additional information needed.
Summary
[0016] The aforementioned needs are satisfied by a system and
method performed by an answering service on behalf of a called party when a
calling
party places an incoming call to the called party and the called party is
unable or
unwilling to answer the incoming call directly. A computing system of the
answering
service answers the incoming call from the calling party on behalf of the
called party
by way of a first call connection, and allows an agent to converse with the
calling
party. Contact with the called party is established while the incoming call
from the
calling party is still in progress, and a signal is received from the called
party for the
called party to monitor the incoming call without joining in. Upon detecting a
disconnection of the monitored incoming call between the agent and the calling
party, the called party is notified that the incoming call has ended and the
agent and
the called party are allowed to converse with each other over the called party
call
regarding the incoming call from the calling party.

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Brief Description of the Drawings
[0017] The foregoing summary as well as the following detailed
description of various embodiments of the present innovation will be better
understood when read in conjunction with the appended drawings. For the
purpose
of illustrating the various embodiments of the innovation, there are shown in
the
drawings embodiments that are presently preferred. As should be understood,
however, the innovation is not limited to the precise arrangements and
instrumentalities shown. In the drawings:
[0018] Fig. 1 is a block diagram of an example of a computing
environment within which various embodiments of the present innovation may be
implemented;
[0019] Fig. 2 is a block diagram showing a professional answering
service provided to answer calls or the like from clients to professionals or
the like in
the event that the professionals are not willing or able to answer the calls;
[0020] Fig. 3 is a block diagram of a computing system employed to
answer a call from the client of Fig. 2 to the funeral professional of Fig. 2
as
forwarded to the answering service of Fig. 2 in accordance with various
embodiments of the present innovation; and
[0021] Figs. 4-8 are flow diagrams showing actions performed by the
computing system of Fig. 3 in accordance with various embodiments of the
present
innovation.
Detailed Description of Preferred Embodiments
[0022] Certain terminology may be used in the following description
for
convenience only and is not limiting. The words "lower" and "upper" and "top"
and
"bottom" designate directions in the drawings to which reference is made. The
terminology includes the words above specifically mentioned, derivatives
thereof and
words of similar import.
[0023] Where a term is provided in the singular, the inventors also
contemplate aspects of the invention described by the plural of that term. As
used in
this specification and in the appended claims, the singular forms "a", "an"
and "the"

CA 02762753 2016-01-29
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include plural references unless the context clearly dictates otherwise, e.g.,
"a tip"
includes a plurality of tips. Thus, for example, a reference to "a method"
includes one
or more methods, and/or steps of the type described herein and/or which will
become apparent to those persons skilled in the art upon reading this
disclosure.
[0024] Unless defined otherwise, all technical and scientific terms
used
herein have the same meaning as commonly understood by one of ordinary skill
in
the art to which this invention belongs. Although any methods and materials
similar
or equivalent to those described herein can be used in the practice or testing
of the
present invention, the preferred methods, constructs and materials are now
described. The terms used in this application shall have the definitions given
herein.
EXAMPLE COMPUTING ENVIRONMENT
[0025] Fig. 1 is set forth herein as an exemplary computing
environment in which various embodiments of the present invention may be
implemented. The computing system environment is only one example of a
suitable
computing environment and is not intended to suggest any limitation as to the
scope
of use or functionality. Numerous other general purpose or special purpose
computing system environments or configurations may be used. Examples of well-
known computing systems, environments, and/or configurations that may be
suitable
for use include, but are not limited to, personal computers (PCs), server
computers,
handheld or laptop devices, multi-processor systems, microprocessor-based
systems, network PCs, minicomputers, mainframe computers, embedded systems,
distributed computing environments that include any of the above systems or
devices, and the like.
[0026] Computer-executable instructions such as program modules
executed by a computer may be used. Generally, program modules include
routines, programs, objects, components, data structures, etc. that perform
particular
tasks or implement particular abstract data types. Distributed computing
environments may be used where tasks are performed by remote processing

CA 02762753 2011-12-29
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devices that are linked through a communications network or other data
transmission
medium. In a distributed computing environment, program modules and other data
may be located in both local and remote computer storage media including
memory
storage devices.
[0027] With reference to Fig. 1, an exemplary system for implementing
aspects described herein includes a computing device, such as computing device
100. In its most basic configuration, computing device 100 typically includes
at least
one processing unit 102 and memory 104. Depending on the exact configuration
and type of computing device, memory 104 may be volatile (such as random
access
memory (RAM)), non-volatile (such as read-only memory (ROM), flash memory,
etc.), or some combination of the two. This most basic configuration is
illustrated in
Fig. 1 by dashed line 106. Computing device 100 may have additional features
and
functionality. For example, computing device 100 may include additional
storage
(removable and/or non-removable) including, but not limited to, magnetic or
optical
disks or tape. Such additional storage is illustrated in Fig. 1 by removable
storage
108 and non-removable storage 110.
[0028] Computing device 100 typically includes or is provided with a
variety of computer-readable hardware media. Computer-readable media can be
any available media that can be accessed by computing device 100 and includes
both volatile and non-volatile media, removable and non-removable media. By
way
of example, and not limitation, computer-readable media may comprise computer
storage media and communication media.
[0029] Computer storage media includes volatile and non-volatile,
removable and non-removable media implemented in any method or technology for
storage of information such as computer-readable instructions, data
structures,
program modules or other data. Memory 104, removable storage 108, and non-
removable storage 110 are all examples of computer storage media. Computer
storage media includes, but is not limited to, RAM, ROM, electrically erasable
programmable read-only memory (EEPROM), flash memory or other memory
technology, CD-ROM, digital versatile disks (DVD) or other optical storage,
magnetic
cassettes, magnetic tape, magnetic disk storage or other magnetic storage
devices,
or any other computer-readable hardware medium which can be used to store the

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desired information and which can accessed by computing device 100. Any such
computer storage media may be part of computing device 100.
[0030] Computing device 100 may also contain communications
connection(s) 112 that allow the device to communicate with other devices 100.
Each such communications connection 112 is an example of communication media.
Communication media typically embodies computer-readable instructions, data
structures, program modules or other data in a modulated data signal such as a
carrier wave or other transport mechanism and includes any information
delivery
media. The term "modulated data signal" means a signal that has one or more of
its
characteristics set or changed in such a manner as to encode information in
the
signal. By way of example, and not limitation, communication media includes
wired
media such as a wired network or direct-wired connection (including VolP), and
wireless media such as acoustic, radio frequency (RF), infrared and other
wireless
media. The term computer-readable media as used herein includes both storage
media and communication media.
[0031] Computing device 100 may also have input device(s) 114 such
as keyboard, mouse, pen, voice input device, touch input device, etc. Output
device(s) 116 such as a display, speakers, printer, etc. may also be included.
All
these devices are generally known to the relevant public and therefore need
not be
discussed in any detail herein except as provided.
[0032] Notably, computing device 100 may be one of a plurality of
computing devices 100 inter-connected by a network 118, as is shown in Fig. 1.
As
may be appreciated, the network 118 may be any appropriate network, each
computing device 100 may be connected thereto by way of a connection 112 in
any
appropriate manner, and each computing device 100 may communicate with one or
more of the other computing devices 100 in the network 118 in any appropriate
manner. For example, the network 118 may be a wired or wireless network within
an
organization or home or the like, and may include a direct or indirect
coupling to an
external network such as the Internet or the like. Likewise, the network 118
may be
such an external network.
[0033] Particularly in the case where the network 118 is an external
network, such network 118 may be a digitally based network (including VolP)
for

CA 02762753 2011-12-29
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exchanging computer data among the devices 100, may be an audio and/or video
network for exchanging audio and/or video data among the devices 100, or the
like.
Thus, it may be that the network 118 may be a public switched telephone
network for
landline telephone communications, a mobile switching center for wireless
telephone
communications, a paging network for distributing paging information, a
private
multimedia network for establishing videoconferencing, or the like. Thus, it
should
be appreciated, that one or more of the computing devices 100 that are shown
to the
left of the network 118 in Fig. 1 may be a mobile telephone, a landline
telephone, a
pager, a mobile electronic mail device, a desktop electronic mail device, a
mobile
electronic texting device, a desktop electronic texting device, or a
combination
thereof, or the like.
[0034] It should be understood that the various techniques described
herein may be implemented in connection with hardware or software or, where
appropriate, with a combination of both. Thus, the methods and apparatus of
the
presently disclosed subject matter, or certain aspects or portions thereof,
may take
the form of program code (i.e., instructions) embodied in tangible media, such
as
floppy diskettes, CD-ROMs, hard drives, or any other machine-readable storage
medium wherein, when the program code is loaded into and executed by a
machine,
such as a computer, the machine becomes an apparatus for practicing the
presently
disclosed subject matter.
[0035] In the case of program code execution on programmable
computers, the computing device generally includes a processor, a storage
medium
readable by the processor (including volatile and non-volatile memory and/or
storage
elements), at least one input device, and at least one output device. One or
more
programs may implement or utilize the processes described in connection with
the
presently disclosed subject matter, e.g., through the use of an application-
program
interface (API), reusable controls, or the like. Such programs may be
implemented
in a high-level procedural or object-oriented programming language to
communicate
with a computer system. However, the program(s) can be implemented in assembly
or machine language, if desired. In any case, the language may be a compiled
or
interpreted language, and combined with hardware implementations.

CA 02762753 2016-01-29
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[0036] Although exemplary embodiments may refer to utilizing aspects
of the presently disclosed subject matter in the context of one or more stand-
alone
computer systems, the subject matter is not so limited, but rather may be
implemented in connection with any computing environment, such as a network
118
or a distributed computing environment. Still further, aspects of the
presently
disclosed subject matter may be implemented in or across a plurality of
processing
chips or devices, and storage may similarly be effected across a plurality of
devices
in a network 118. Such devices might include personal computers, network
servers,
and handheld devices, for example.
PROFESSIONAL ANSWERING SERVICE
[0037] Turning now to Fig. 2, it is seen that a professional
answering
service 10 is provided to answer each of one or more calls or the like from
each of
one or more clients 12 or the like to each of one or more professionals 14 or
the like
in the event that a particular professional 14 is not willing or able to
answer a
particular call from a particular client 12. Typically, although not
necessarily, the
answering service 10 is operated by a business organization that provides
answering
services or the like on behalf of multiple professionals 14. As was alluded to
above,
each client 12 and each professional 14 may be any appropriate respective
client
and professional.
Thus it may be that a particular professional 14 is a doctor, a lawyer, a
service professional, a funeral director, or the like, among other things, and
a
particular client 12 calling to the professional 14 may require the
professional
services thereof, perhaps on an urgent basis.
[0038] Likewise, the reason why the professional 14 does not answer a
particular call may be most any reason.
For example, the professional 14 simply may not want to
answer calls, such as for example if on a vacation or at a family event, among
other
things, or the professional 14 may be otherwise occupied by professional
matters.
[0039] Presumptively, the call to the professional 14 from the client
12
is of a telephonic nature, at least for purposes of disclosing the present
innovation in
the present disclosure. Thus, it may be that the client 12 is employing a
landline

CA 02762753 2016-01-29
- 13 -
telephone or a mobile telephone (a device 100 of Fig. 1, e.g.), and is calling
to a
landline telephone or mobile telephone of the professional 14 (also a device
100 of
Fig. 1, e.g.). Notably, though, the call to the professional 14 from the
client 12 could
be of some other nature.
For example, it may be that the client 12 is employing a digital electronic
mail device or a digital texting device (again, a device 100 of Fig. 1, e.g.),
and is
addressing a digital electronic mail device or a digital texting device (once
again, a
device 100 of Fig. 1, e.g.) of the professional 14.
[0040] Particularly in the case where the call is telephonic in
nature,
and as seen in Fig. 2, the call from the client 12 to the professional 14 is
forwarded
therefrom to the answering service 10 by appropriate means that have already
been
established in a generally known manner. Typically, and as was alluded to
above,
upon the professional 14 engaging the answering service 10 to answer calls on
behalf of such professional 14, the answering service 10 communicates with one
or
more telephone service providers or the like to effectuate such forwarding. As
should be understood, the forwarding may be performed according to any
appropriate basis, including the time of day, whether forwarding has been
positively
engaged or disengaged, whether the business has selected a particular call for
forwarding, whether a call has rung a predetermined number of times, whether a
phone or phone system of the business is off, or the like. In any case, the
call from
the client 12 to the professional 14 is in fact answered by the answering
service 10
on behalf of the professional 14.
FUNERAL PROFESSIONAL
[0041] Although the professional 14 of the present innovation may be
most any professional, it is to be appreciated that the present innovation has
special
relevance to funeral professionals 14, including not only funeral directors
but also
related professionals and services such as funeral homes, cremation services,
crematory facilities, cemetery and memorial parks, casket and coffin
companies,
livery services, trade embalmers, funeral transport services, coroners,
monument
companies, burial vault companies, grief and bereavement counselors, body and
tissue donation services, pet cremation, burial and cemetery services, and the
like.

CA 02762753 2011-12-29
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Notably, such funeral professionals 14 share a common need for a heightened
level
of dignity, caring, and compassion in connection with the services provided
thereby
to a client 12, as well as the services provided on their behalf to the client
12 by the
answering service 10.
[0042] For example, a funeral director attending to a first client 12
is
expected to devote an especially heightened level of care and compassion to
such
first client 12, even when a second client 12 is calling such funeral
director.
Nevertheless, the second client 12 also should expect the same heightened
level of
care and compassion. Thus, the dilemma is whether to interrupt the first
client 12 to
answer the second client 12, or to ignore the second client 12, either of
which may
be considered to be particularly insensitive if not rude. Moreover, the
dilemma may
be compounded in the case where the second client 12 is an initial caller
initially
calling regarding obtaining funeral services for a deceased, and ignoring same
would
result in the second client 12 obtaining funeral services elsewhere, thus
representing
a substantial monetary loss to the funeral professional 14.
[0043] In such an instance, the answering service 10 in answering the
call from the initially calling second client 12 on behalf of the funeral
professional 14
allows same to at least somewhat satisfy the needs of the second client 12 for
the
moment, and helps to prevent the second client 12 from obtaining funeral
services
elsewhere. More generally, the answering service 10 can very likely be the
first
contact any client 12 encounters regarding the called funeral professional 14,
and in
so doing is the initial public face of the funeral professional 14 to such
client 12 and
acts to form the first impression by the client 12 of the funeral professional
14. Thus,
the funeral professional 14 should expect if not require that the answering
service 10
treat each calling client 12 well, and otherwise make such client 12 feel
comfortable
and impressed by the answering service 10, so that the calling client 12 is
more
likely to continue with further efforts to contact the funeral professional 14
and
employ the services thereof.
[0044] As might be appreciated, performing such a task is especially
difficult for the answering service 10 if the calling client 12 has just
suffered a loss of
a relative or friend and is therefore in an especially precarious frame of
mind.
Accordingly, the answering service 10 may be expected to employ especially
well-

CA 02762753 2011-12-29
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trained agents to answer calls from clients 12 to funeral professionals 14,
where the
agents are selected based at least in part on being compassionate, caring,
soothing,
and attentive, among other things.
[0045] Nevertheless, it is especially important to remember that a
calling client 12 and especially a client 12 initially calling regarding a
deceased
wishes to speak directly to the funeral professional 14 as soon as possible.
In
particular, and as was alluded to above, no matter how well-trained the agents
may
be at the answering service 10, the calling client 12 may have just suffered a
loss of
a relative or friend and also may be in an especially precarious frame of
mind, and
would very much prefer to speak as soon as possible with the funeral
professional
14 rather than an answering service 10, both to ensure that the funeral
process as
performed by such funeral professional 14 is expeditiously begun, and also to
receive the psychological comforting that the funeral professional 14 provides
and
has been trained to provide.
TIME-SENSITIVE ANSWERING SERVICE
[0046] Accordingly, and turning now to Fig. 3, it is seen that in
various
embodiments of the present innovation, a call from a client 12 to a funeral
professional 14 as forwarded to an answering service 10 is answered by an
individual agent associated with the answering service 10 with the use of a
computing system 16 instantiated by or on behalf of the answering service 10.
Notably, such a computing system 16 as instantiated includes a mechanism for
initiating contact with the funeral professional 14 as soon as the agent
thereof who is
answering the call determines that the calling client 12 is initially calling
regarding a
deceased or other urgent matter.
[0047] As seen in Fig. 3, the computing system 16 is in the nature of
the computing device 100 on the top part of Fig. 1. Here, it is to be
appreciated that
the computing system 16 may among other things include a first telephone
connection 18 or the like for receiving the forwarded call from the client 10,
a display
20 or the like upon which is shown various items, a second telephone
connection 22
or the like for outgoing calls and automated voicemail dispatch or the like,
and a data

CA 02762753 2011-12-29
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connection 24 or the like for outgoing data messages or the like, perhaps in
the
nature of electronic mail or a text message as will be set forth in more
detail below.
[0048] As was noted above, the agent at the computing system 16 of
the answering service 10 may answer a particular forwarded call from a client
10 on
behalf of a particular funeral professional 14 according to a predetermined
procedure
or 'script 26' that has been established for the particular funeral
professional 14.
Accordingly, and now referring also to Fig. 4, as an initial matter the
particular call is
received on the first telephone connection 18 of the computing system 16 (401,
Fig.
4), is identified by the system 16 as being for a particular funeral
professional 14
(403), and based thereon the system 16 obtains and runs the corresponding
script
26 (405), perhaps from a local or remote database 28 (Fig. 3). As may be
appreciated, the system may identify the particular funeral professional 14
for the
forwarded call as at 403 in any appropriate manner, such as for example based
on a
caller ID, DNIS (Dialed Number Identification System), or other information
associated with the forwarded call. Such identifying is known or should be
apparent
to the relevant public and therefore need not be set forth herein in any
detail other
than that which is provided.
[0049] As may be appreciated, the obtained and run script 26 as at
405
is in an electronic form, and may have any appropriate structure. Typically,
although
not necessarily, the script 26 includes a number of questions that are
displayed on
the display 20 of the computing system 16, the agent asks the questions to the
calling client 12 and enters corresponding answers into appropriate pre-
defined
spaces in the display 20, and the entered answers can be stored in a record of
appropriate form in the database 28 or elsewhere. As should be understood, the
questions and answers relate to ferreting out the purpose of the call from the
calling
client 12.
[0050] The questions may be displayed and the answers collected
individually or in groups, and the script 26 may include branching points
where
different answers to a previous question result in different next questions,
among
other things. As was alluded to above, the script 26 can be quite extensive so
as to
accommodate a wide range of subjects, including the general nature of the
call, the
name and location of the deceased, the name, location, and telephone number of

CA 02762753 2011-12-29
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the calling client 12, whether the calling client 12 is a family member or
friend or a
staff member at a nursing home or hospital or the like, whether services have
been
prearranged, personal information on the deceased including date of birth,
date and
time of death, the name and telephone number of any attending doctor, required
clergy, directions to establishments, parking availability and needs, handicap
accessibility, available local florists and flower delivery services, and the
like. Note
here that at least some of such information can possibly be collected
automatically.
For example, the name, location, and telephone number of the calling client 12
may
be obtained from known sources such as caller ID or other similar information.
In
such a circumstance, it may be that the corresponding question is
automatically
skipped, or that the information is confirmed by the agent.
[0051] As was noted above, the agent could, based on such a script
26, collect all information as dictated according to the script 26, and then
could
terminate the call from the calling client 12, and then could attempt to
contact the
funeral professional 14 after the call is terminated. As should be understood,
the
funeral professional 14 typically can be contacted by way of a predetermined
mobile
telephone line, landline telephone line, pager, mobile electronic mail device,
desktop
electronic mail device, mobile electronic texting device, desktop electronic
texting
device, or a combination thereof, or the like. Upon contacting the funeral
professional 14 or as part of contacting the funeral professional 14, then,
the agent
would transmit thereto at least some of the corresponding record in the
database 26
so that the funeral professional 14 could call back the calling client 12.
Such
transmitting may be performed orally if over a telephone line or the like, or
electronically if by way of an electronic message or the like. If
electronically, a return
receipt may be required to confirm that the funeral professional 14 has
received the
transmission.
[0052] However, and as was pointed out above, waiting until the call
is
terminated to contact the funeral professional 14 is disadvantageous in that
the
calling client 12 is made to wait to speak directly to the funeral
professional 14, which
is likely preferred. Also, the calling client 12 while being made to wait may
have
second thoughts about engaging the services of the funeral professional 14,
and
instead may decide to seek such services elsewhere.

CA 02762753 2016-01-29
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[0053] Accordingly, and in various embodiments of the present
innovation, while the corresponding script is being run as at 405, during
which
questions are displayed to the agent on the display 20 and answers are
collected
and stored in the database 28, the agent is also given an option to have the
computing system 16 immediately commence contacting the funeral professional
14
at any triggering point when the agent determines that the calling client 12
is initially
calling regarding a deceased (409). As may be appreciated, the agent may
determine that a calling client 12 is initially calling regarding a deceased
in any
appropriate manner, perhaps with guidance if not training and instructions
from
the answering service 10.
[0054] Nevertheless, it may be expected that such a calling client 12
initially calling regarding a deceased is a caller who has not previously
called
regarding a particular deceased and is therefore calling to initiate the use
of funeral
services provided by the called-to funeral professional 14 with regard to such
particular deceased, or at least to inquire regarding such use. Perhaps
parenthetically, it may also be expected that in at least some instances the
calling
client 12 is not especially clear that same is in fact initially calling
regarding a
deceased, for example in cases where the calling client 12 is distraught or
overcome
with grief, or in cases where the calling client 12 is suffering from other
diminished
mental capacity. Thus, the training of the agent may focus on such aspects in
particular when deciding whether the calling client 12 is in fact initially
calling
regarding a deceased.
[0055] In various embodiments of the present innovation, and as seen
in Fig. 3, the option to commence contacting the funeral professional is
provided by
way of an actuation device 30 on the display 20, which may be a button labeled
'Get
Funeral Professional Now' or the like. Thus, such actuation device 30 is
actuated by
the agent (407) by way of a displayed cursor and associated mouse, by way of
touching if the display 20 is a touch display, by way of a keystroke or
keystroke
sequence on an associated keyboard of the computing system 16, or the like.
Alternately, the actuation device 30 may be separate from the display 20, and
in
particular may be hardware on an associated keyboard of the computing system
16
or some other related structure, and/or software actuated by such software.

CA 02762753 2011-12-29
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[0056] Upon the agent actuating the actuation device 30 as at 407 and
the computing system receiving same as at 409, and in various embodiments of
the
present innovation, the computing system 16 initiates contact with the funeral
professional 14 immediately, or at least as soon as is practicable, while the
incoming
call from the calling client 12 (hereinafter, 'the deceased call') is still in
progress
(411). That is to say, the contact is initiated prior to the agent reaching
the end of
the script. Thus, in the meantime, the computing system may continue running
the
script as at 405 so that the agent can continue gathering information from the
calling
client 12.
[0057] As may be appreciated, the method of contact employed by the
system 16 as at 411 may be any appropriate method, and may be set forth in the
corresponding script 26 or a related document from the database 28 or the
like. As
presently envisioned, the method of contact may involve a telephone number of
the
funeral professional 14 (perhaps associated with a mobile telephone of the
funeral
professional 14), in which case the computing system 16 automatically calls to
such
telephone number by way of the second telephone connection 22 while the
deceased call is still in progress (Fig. 3) (413), or may involve an
electronic mail or
text address of the funeral professional 14 (perhaps associated with a pager,
a
personal data assistant, or the like of the funeral professional 14), in which
case the
computing system 16 automatically sends an electronic mail message or a text
message to such address by way of the data connection 24, again while the
deceased call is still in progress (Fig. 3) (415), or may involve both.
[0058] If the computing system 16 automatically sends an electronic
mail message or a text message to an address of the funeral professional 14 by
way
of the data connection 24 (Fig. 3) (415), and turning now to Fig. 5, it may be
that the
automatically sent message includes some or all of the information thus far
gathered
by the agent from the calling client 12 according to the corresponding script
26 (501).
Additionally, it may be that the sent message includes an appropriate message
header to be initially seen by the funeral professional 14, such as for
example that
the deceased call is in progress, and perhaps other information (503). In
various
embodiments of the present innovation, the sent message also includes a call-
back
telephone number by which the funeral professional 14 can call in by way of
the
second telephone connection 22 (hereinafter, 'the call-back call'), and if
need be a

CA 02762753 2011-12-29
- 20 -
call identifier that may be needed to identify the deceased call (505). Note
here that
including such a call-back telephone number and/or such a call identifier may
not be
necessary if, for example, the funeral professional 14 has a dedicated call-
back
telephone number, in which case the computing system 16 can recognize the
funeral
professional 14 thereby. However, such a call identifier in particular may be
needed
if it is anticipated that the funeral professional 14 would be involved in
several
deceased calls simultaneously.
[0059] As should be appreciated, with the call-back telephone number
and perhaps the call identifier, the funeral professional 14 may then initiate
the call-
back call, which would then be received and answered by the computing system
16
by way of the second telephone connection 22 (507). The computing system 16
identifies the funeral professional 14 on the call-back call to the deceased
call by
appropriate means and, in various embodiments of the present innovation, gives
the
funeral professional 14 the option to decide whether to join in at all, or
perhaps to
merely monitor the deceased call without joining in (509). Such an option to
monitor
may be implemented by way of a vocalized menu system or the like, as may be
appreciated. As may be appreciated, despite the great sensitivity and
compassion
required, there are also times when the funeral professional 14 knows that
immediate involvement is not needed and/or advisable. For example, it may be
that
the deceased call was expected and plans have already been made to address
same, among other things.
[0060] Presuming, however, that the funeral professional 14 does in
fact wish to join in to the deceased call, and in various embodiments, the
computing
system 16 communicatively couples the deceased call and the call-back call
(hereinafter, 'the coupled call' (511) in a manner that is generally known,
perhaps
with a corresponding appropriate vocalized message to the funeral professional
14.
However, in doing so, the computing system 16 initially places the call-back
call in a
mute mode so that the funeral professional 14 can hear the deceased call but
cannot
be heard in the deceased call (513). Thus, the funeral professional 14 on the
call-
back call can listen to the deceased call while in progress by way of the
coupled call,
and is not suddenly and perhaps jarringly present in such deceased call. In
addition,
the computing system 16 notifies the agent that the call-back call is in
progress
(515), perhaps by way of an appropriate highlighted button or a message in the

CA 02762753 2011-12-29
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display 20 (Fig. 3). Thus, the agent can then notify the calling client 12
that the
funeral professional 14 may be currently available to speak with such calling
client
12.
[0061] It may be that the agent thereafter removes the mute mode from
the call-back call to allow the calling client 14 and funeral professional 14
to speak
directly by way of the coupled call (519), again perhaps by way of appropriate
highlighted buttons in the display 20 (Fig. 3). However, the agent has already
gathered information which may be of immediate interest to the funeral
professional
14 based on the questions and answers from the aforementioned script 26. Thus,
it
may be that prior to removing the aforementioned mute mode, the agent politely
places the deceased call on hold when appropriate (517), once more perhaps by
way of an appropriate highlighted button in the display 20 (Fig. 3), then
removes
such mute mode from the call-back call as at 519, consults with the funeral
professional 14 regarding the status of the deceased call and any gathered
information not yet delivered to the funeral professional 14 (521), then
removes the
hold on the deceased call, still once more perhaps by way of an appropriate
highlighted button in the display 20 (Fig. 3), introduces the calling client
12 and the
funeral professional 14 to each other, and allows both to speak directly to
each other
by way of the coupled call (523).
[0062] Notably, by giving the gathered information thereof to the
funeral
professional 14 as at 501 and 521, the calling client 12 need not repeat same.
Moreover, the funeral professional 14 with such information can proceed to
comfort
the calling client 12 that much more quickly inasmuch as the administrative
details
may have already been dealt with and communicated to the funeral professional
14.
Also notably, once the calling client 12 and the funeral professional 14 are
introduced to each other and speaking by way of the coupled call, the agent
need
not necessarily be involved in either the deceased call or the call-back call,
and
therefore may disconnect out of the coupled call, still once more again
perhaps by
way of an appropriate highlighted button in the display 20. Alternately, the
agent can
stay in the coupled call to take notes on behalf of the funeral professional
14, and
can then deliver the notes to such funeral professional 14, perhaps by way of
an
electronic mail or text message or the like.

CA 02762753 2011-12-29
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[0063] If the computing system 16 automatically calls to a telephone
number of the funeral professional 14 by way of the second telephone
connection 22
as at 413 of Fig. 4, the process is similar to that of Fig. 5. In particular,
and turning
now to Fig. 6, it may also be that the automatic call includes some or all of
the
information thus far gathered by the agent from the calling client 12
according to the
corresponding script 26 (601), although such information would likely be
abbreviated
due to the oral nature of the telephone. Note here that some of such
information
may be included with caller ID information that is provided with the automatic
call.
Here, no call-back telephone number or call identifier would be needed as the
computing system 16 initiated the outgoing call out to the funeral
professional 14 by
way of the second telephone connection 22 (hereinafter, the call-out call').
[0064] Upon the funeral professional 14 receiving the call-out call
and
receiving the information at 601, such funeral professional 14 may then be
given the
option to decide whether to join in at all or perhaps to merely monitor the
deceased
call without joining in as before at 509 (603). Thus, the computing system 16
would
receive a selected option from the funeral professional 14 and act accordingly
in a
manner that should be understood. Presuming, again that the funeral
professional
14 does in fact wish to join in to the deceased call, and in various
embodiments, the
computing system 16 communicatively couples the deceased call and the call-out
call (hereinafter, 'the coupled call' in a manner similar to that of 511
(605). As
before, the computing system 16 initially places the call-out call in a mute
mode so
that the funeral professional 14 can hear the deceased call but cannot be
heard in
the deceased call (607). Thus, and again, the funeral professional 14 on the
call-out
call can listen to the deceased call while in progress by way of the coupled
call, and
is not suddenly and perhaps jarringly present in such deceased call. As with
515,
the computing system 16 also notifies the agent that the call-out call is in
progress
(609), perhaps by way of an appropriate highlighted button or a message in the
display 20 (Fig. 3). Thus, the agent can likewise notify the calling client 12
that the
funeral professional 14 may be currently available to speak with such calling
client
12.
[0065] Similar to before, it may be that the agent thereafter removes
the mute mode from the call-out call to allow the calling client 14 and
funeral
professional 14 to speak directly by way of the coupled call (613), again
perhaps by

CA 02762753 2011-12-29
- 23 -
way of appropriate highlighted buttons in the display 20 (Fig. 3). However,
and
again, the agent has already gathered information which may be of immediate
interest to the funeral professional 14 based on the questions and answers
from the
aforementioned script 26. In the telephone case of Fig. 6, however, it is
likely that
the funeral professional 14 has not had much if any information provided as
yet, and
accordingly it is more likely that the agent must spend some time delivering
such
information to the funeral professional 14. Accordingly, prior to removing the
aforementioned mute mode, the agent politely places the deceased call on hold
when appropriate (611), once more perhaps by way of an appropriate highlighted
button in the display 20 (Fig. 3), then removes such mute mode from the call-
out call
as at 613, consults with the funeral professional 14 regarding the status of
the
deceased call and the gathered information not yet delivered to the funeral
professional 14 (615), then removes the hold on the deceased call, still once
more
perhaps by way of an appropriate highlighted button in the display 20 (Fig.
3),
introduces the calling client 12 and the funeral professional 14 to each
other, and
allows both to speak directly to each other by way of the coupled call (617),
[0066] Once more, by giving the gathered information thereof to the
funeral professional 14 as at 601 and 615, the calling client 12 need not
repeat
same. Also, once the calling client 12 and the funeral professional 14 are
introduced
to each other and speaking by way of the coupled call, the agent need not
necessarily be involved in either the deceased call or the call-out call, and
therefore
may disconnect out of the coupled call, still once more again perhaps by way
of an
appropriate highlighted button in the display 20. Alternately, the agent can
again
stay in the coupled call to take notes on behalf of the funeral professional
14, and
can then deliver the notes to such funeral professional 14, perhaps by way of
an
electronic mail or text message or the like.
FURTHER EMBODIMENTS
[0067] In embodiments of the present application thus far disclosed,
it
has been presumed that the funeral professional 14 opts to join in with the
deceased
call, either by way of the call-back call at 509 (Fig. 5) or the call-out call
of 603 (Fig.
6). As may be appreciated, 'joining in' as employed here implies announcing
the

CA 02762753 2011-12-29
- 24 -
presence of the funeral professional 14 to the calling party 12, as well as
the funeral
professional participating in the conversation with the calling party 12. As
was noted,
though, the funeral professional 14 may decide that immediate participation
and
involvement is not needed and/or advisable, such as for example if the
deceased call
was expected, or if the funeral professional 14 decides that joining in would
be
unwelcome, unexpected, jarring, confusing, or the like to the calling client
12, among
other things. Instead, the funeral professional 14 may merely wish to monitor
the
deceased call without joining in. Such an option to monitor without joining in
may be
implemented by way of a vocalized menu system or the like, as may be
appreciated.
[0068] Presuming that the funeral professional 14 in fact wishes to
monitor the call without joining in, the computing system 16 again
communicatively
couples the deceased call and the call-back or call-out call to form the
coupled call,
as at 511 and 605, and also places the call-back or call-out call in a mute
mode so
that the funeral professional 14 can hear the deceased call but cannot be
heard in
the deceased call, as at 513 and 607. Thus, and again, the funeral
professional 14
on the call-back or call-out call can listen to the deceased call while in
progress by
way of the coupled call. Here, though, the agent at the answering service 10
need
not and likely is not notified by the computing system 16 that the call-back
or call-out
call is in progress, as at 515 and 609, presumably for the reason that the
agent need
not be distracted by such a notification, especially if the funeral
professional 14 is not
joining in with the deceased call. If so, the agent is and remains unaware
that the
funeral professional 14 is monitoring the deceased call.
[0069] If not joining in, though, the funeral professional 14 may
nevertheless wish to speak afterward with the agent who handled the deceased
call
at issue. Note, though, that in prior embodiments, such an after-call
conversation
between the agent and the funeral professional was not available. In
particular, in
such prior embodiments, the ending of the deceased call between the agent and
the
calling client 12 causes the computing system 16 to also end the corresponding
call-
back or call-out call to which the funeral professional 14 is attached. As
should be
appreciated, the computing system 16 in ending the call-back or call-out call
prevents the funeral professional from speak with the agent, at least in an
immediate
manner. At best, the funeral professional 14 may have to call back the
answering
service 10 and then, if available as an option, negotiate an automated system
to

CA 02762753 2011-12-29
- 25 -
locate and speak with the agent, presuming of course that the agent is not
otherwise
occupied by another deceased call. At worst, such as an option is simply not
available.
[0070] Accordingly, in various embodiments of the present innovation,
when the funeral professional 14 is not joining in with the deceased call but
is only
monitoring same, the funeral professional 14 is provided with an opportunity
to speak
afterward with the agent who handled the deceased call at issue. In
particular, in
such embodiments, the ending of the deceased call between the agent and the
calling client 12 is detected by the computing system 16, after which the
monitoring
and ending of the deceased call is announced to the agent and to the funeral
professional 14. Upon such announcement, then, the computing system 16 allows
the agent and the funeral professional 14 to speak, perhaps by removing the
mute
mode from the call-back or call-out call. Alternatively, the computing system
16 may
allow the agent and/or the funeral professional 14 to remove such mute mode.
In
any case, with such mute mode removed, the agent and the funeral professional
14
may then speak to one another regarding the ended deceased call, as
appropriate.
[0071] Turning now to Fig. 7, it is seen that to effectuate such call
monitoring by the funeral professional 14 with the opportunity for the funeral
professional 14 to speak with the agent afterward, the computing system 16
effectuates a call-back call or a call-out call (hereinafter, 'professional
call') in a
manner akin to that which was set forth above in connection with Figs. 5 and 6
(701).
As before, the computing system 16 gives the funeral professional 14 the
option to
decide whether to join in or to monitor the deceased call without joining in.
Here, the
funeral professional 14 selects the option to monitor the deceased call
without joining
in, and the computing system 16 receives such a 'monitor-only' option (703).
[0072] Thus, the computing system 16 communicatively couples the
deceased call and the professional call to form the coupled call, as at 511
and 605
(705), and also places the professional call in a mute mode so that the
funeral
professional 14 can hear the deceased call but cannot be heard in the deceased
call,
as at 513 and 607 (707). As such, the funeral professional 14 on the
professional
call can listen to the deceased call while in progress by way of the coupled
call. As
was alluded to above, the agent at the answering service 10 need not
necessarily be

CA 02762753 2016-01-29
- 26 -
notified by the computing system 16 that the professional call is in progress,
as at
515 and 609. However, such a notification may be provided if desired by the
answering service 10, in which case the notification may for example be
provided by
way of an appropriate highlighted button in the display 20 of Fig. 3.
[0073] Presuming that the agent is not in fact notified that the
professional call is in progress in the mute mode, and as was set forth above,
the
agent is and remains unaware that the funeral professional 14 is monitoring
the
deceased call, and therefore may concentrate on the deceased call without the
distraction of such a notification. As was set forth above, although not
joined in, the
funeral professional 14 may nevertheless wish to speak afterward with the
agent
who handled the deceased call at issue.
[0074] Accordingly, the computing system 16 detects the end of the
deceased call between the agent and the calling client 12 (709). Such
detection may
be performed in any appropriate manner.
For example, the computing system 16 may include a
dedicated system for doing so, or may implement functionality already present
in
another system. Such end of call detection is generally known and therefore
need
not be set forth herein in any detail.
[0075] Upon detecting the end of the deceased call, and in various
embodiments, the computing system 16 does not also end the corresponding
professional call to which the funeral professional 14 is attached. Instead,
in such
embodiments, the computing system automatically notifies at least the funeral
professional 14 and perhaps also the agent that the deceased call has ended
(711),
and also notifies at least the agent and perhaps also the funeral professional
14 that
the funeral professional 14 is available and wishes to speak to the agent
regarding
the ended deceased call (713). Such notification may be performed in any
appropriate manner.
For example, the computing system 16 may aurally play an appropriate
message in the professional call that can be heard at least by the funeral
professional 14 if not the agent also, and/or may visually display an
appropriate
message or indicator to the agent at the display 20 (Fig. 3). Concurrently,
the
computing system 16 also removes the mute mode from the professional call
(715)

CA 02762753 2011-12-29
- 27 -
so that the agent can hear the funeral professional 14. Alternately, the agent
may
remove such mute mode by way of an appropriate agent action. In either case,
removing the mute mode allows the agent and the funeral professional to
converse
with each other (717). Thus, and again, the funeral professional 14 while
initially
monitoring the deceased call but not joining in can speak afterward with the
agent
who handled the deceased call.
[0076] In a variation of the embodiments set forth above in
connection
with Fig. 7, the funeral professional 14 speaks afterward with the agent for
the
reason that the deceased call ended prior to the funeral professional 14 being
able to
speak with the calling client 12. That is to say, the funeral professional 14
was not
necessarily opting to monitor the deceased call but instead wished to join in,
though
was not able to do so because the deceased call ended prior to the joining-in
being
completed. Reasons for the deceased call being ended in such a manner are many
and varied, but typically involve the calling client 12 accidentally
disconnecting the
deceased call, the deceased call ending prior to the funeral professional 14
being
fully integrated thereinto (i.e., prior to reaching 523 of Fig. 5 or 617 of
Fig. 6), or the
like. In any case, the funeral professional 14 on the professional call would
still
appreciate being able to speak with the agent at issue, for reasons akin to
those set
forth above in connection with Fig. 7.
[0077] In such a variation, then, and turning now to Fig. 8, the
ending of
the deceased call between the agent and the calling client 12 is detected by
the
computing system 16 (801), and the computing system 16 determines that the
funeral professional 14 was on the professional call and in the process of
joining in,
but had not done so (803). Such a determination may be performed in any
appropriate manner and according to any criteria. For example, such
determination
may be performed by noting the existence of the professional call and the
received
option to join in (509 of Fig. 5 or 603 of Fig. 6), along with the failure to
complete the
remainder of the actions of such Figs. 5 or 6.
[0078] In any event, upon determining that the joining-in was not
completed, the ending of the deceased call is announced to the agent and to
the
funeral professional 14 as before, and the computing system 16 allows the
agent
and the funeral professional 14 to speak, again as before. Thus, the agent and
the

CA 02762753 2016-01-29
- 28 -
funeral professional 14 may then speak to one another regarding the ended
deceased call, as appropriate.
[0079] In particular, and as seen in Fig. 8, upon detecting the end
of the
deceased call, and in various embodiments, the computing system 16 does not
also
end the corresponding professional call to which the funeral professional 14
is
attached. Instead, in such embodiments, the computing system automatically
notifies at least the funeral professional 14 and perhaps also the agent that
the
deceased call has ended (805), and also notifies at least the agent and
perhaps also
the funeral professional 14 that the funeral professional 14 is available and
wishes to
speak to the agent regarding the ended deceased call (807). As before, such
notification may be performed in any appropriate manner.
For example, the computing system 16
may aurally play an appropriate message in the professional call that can be
heard
at least by the funeral professional 14 if not the agent also, and/or may
visually
display an appropriate message or indicator to the agent at the display 20
(Fig. 3).
Concurrently, the computing system 16 also removes the mute mode from the
professional call (if present) (809) so that the agent can hear the funeral
professional
14. Alternately, the agent may remove such mute mode by way of an appropriate
agent action. In either case, the agent and the funeral professional can then
converse with each other (811) regarding the deceased call.
[0080] In the embodiments set forth above in connection with Figs. 7
and 8, the funeral professional 14 may enter into the professional call in any
appropriate manner.
For example, and as may have been alluded to above, the funeral
professional 14 may establish a call-back call after receiving an electronic
message
by way of a data connection 24 of the computing system 16 of the answering
system
10. In such a case, the call-back call may be immediately recognized by the
computing system 10 as being from the funeral professional 14 and pertaining
to a
particular deceased call, or may be accompanied by a call identifier entered
by the
funeral professional 14 so as to allow the computing system 10 to recognize
that the
call-back call is from the funeral professional 14 and pertains to a
particular
deceased call. Likewise, and as may have also been alluded to above, the
computing system 16 may establish a call-out call to the funeral professional
14 by

CA 02762753 2016-01-29
- 29 -
way of the second telephone connection 22 of the computing system 16 of the
answering system 10.
[0081] In any such case, and in a variation of the present
innovation,
the computing system 16 may upon establishing the call-out call or recognizing
the
call-back call present the funeral professional 14 with an aural menu or the
like
representing options available to the funeral professional 14. Such options
may
include the options set forth above and other options.
As should be understood, the options may be
numbered or otherwise individually identified and the funeral professional 14
may
actuate a particular option by entering the corresponding number / identifier
on a key
pad or the like, or if especially involved may be accessed by the funeral
professional
14 drilling down into a multi-level menu of options, again perhaps by entering
corresponding numbers / identifiers. For example, the options may include:
- Speak with agent ¨ this option may for example cause the
agent to place the caller on hold and speak with the funeral
professional 14. Thus, the agent may for example relate to
the funeral professional 14 details already obtained from the
caller.
- Request introduction to caller ¨ this option may for
example
cause the agent to immediately introduce the funeral
professional 14 to the caller without placing the caller on
hold.
- Enter into conversation with caller immediately ¨ this
option
may for example immediately connect the funeral
professional 14 and the caller in an un-muted mode.
CONCLUSION
[0082] The programming believed necessary to effectuate the
processes performed by the computing system 16 in connection with the various
embodiments of the present innovation is relatively straight-forward and
should be
apparent to the relevant programming public. Accordingly, such programming is
not

CA 02762753 2016-01-29
- 30 -
attached hereto. Any particular programming, then, may be employed to
effectuate
the various embodiments of the present innovation.
[0083] In the present innovation, a method and mechanism are set
forth for providing enhanced answering services in a time-sensitive manner,
particularly where the answering services are funereal in nature. Upon
recognizing
that a calling client 12 is a [funeral] caller initially calling regarding
professional
services of a funeral professional 14 for a deceased, the answering service 10
automatically initiates contact with the funeral professional 14, even before
the
deceased call has been terminated. Upon establishing a connection with the
funeral
professional 14, be it a call-out or call-back call, such funeral professional
14 can be
introduced to the calling client 12 by way of a coupled call and can take over
from
the agent, the better to be able to directly comfort the grieving calling
client 12 and
also the better to be able to directly collect any additional information
needed.
Alternately, the funeral professional 14 can monitor the deceased call without
joining
in, and can speak with the agent after the deceased call has ended.
[0084] It should be appreciated that changes could be made to the
embodiments described above without departing from the innovative concepts
thereof. For example, although the present innovation is set forth primarily
in terms
of a funeral business or the like, such innovation may also be practiced by
any other
appropriate type of business or called party that would prefer to employ
enhanced
answering services to calling clients 12 or other calling parties so as to be
in direct
contact with such calling clients 12 or other calling parties in an expedited
manner
when an urgent situation arises. Thus, in such a broader context, terms such
as
'deceased call', 'funeral professional', 'funeral caller' would more generally
encompass any urgent call, any called professional that would service the
urgent
call, and any caller, respectively.
[0085] Moreover, although the present innovation is set forth
primarily
in terms of telephonic calls or the like from initial callers, such innovation
may also be
practiced by in connection with any other appropriate type of communications
medium and other types of callers, perhaps with suitable modification.
Likewise,
although the present innovation is set forth with reference to the use of a
script 26,

CA 02762753 2016-01-29
- 31 -
such script 26 need not necessarily be employed, in which case the call may be
answered in a free-form manner, with suitable modification. It should be
understood,
therefore, that this innovation is not limited to the particular embodiments
disclosed,
but it is intended to cover modifications.

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

2024-08-01:As part of the Next Generation Patents (NGP) transition, the Canadian Patents Database (CPD) now contains a more detailed Event History, which replicates the Event Log of our new back-office solution.

Please note that "Inactive:" events refers to events no longer in use in our new back-office solution.

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Event History

Description Date
Inactive: IPC expired 2022-01-01
Common Representative Appointed 2019-10-30
Common Representative Appointed 2019-10-30
Change of Address or Method of Correspondence Request Received 2018-01-10
Grant by Issuance 2017-01-03
Inactive: Cover page published 2017-01-02
Pre-grant 2016-11-21
Inactive: Final fee received 2016-11-21
Notice of Allowance is Issued 2016-06-08
Letter Sent 2016-06-08
Notice of Allowance is Issued 2016-06-08
Inactive: Q2 passed 2016-06-01
Inactive: Approved for allowance (AFA) 2016-06-01
Amendment Received - Voluntary Amendment 2016-01-29
Inactive: S.30(2) Rules - Examiner requisition 2015-07-29
Inactive: Report - No QC 2015-07-28
Amendment Received - Voluntary Amendment 2014-08-08
Letter Sent 2014-01-30
Request for Examination Received 2014-01-20
Request for Examination Requirements Determined Compliant 2014-01-20
All Requirements for Examination Determined Compliant 2014-01-20
Application Published (Open to Public Inspection) 2012-07-10
Inactive: Cover page published 2012-07-09
Inactive: IPC assigned 2012-01-31
Inactive: First IPC assigned 2012-01-31
Inactive: IPC assigned 2012-01-31
Inactive: Filing certificate - No RFE (English) 2012-01-12
Filing Requirements Determined Compliant 2012-01-12
Application Received - Regular National 2012-01-12

Abandonment History

There is no abandonment history.

Maintenance Fee

The last payment was received on 2016-11-18

Note : If the full payment has not been received on or before the date indicated, a further fee may be required which may be one of the following

  • the reinstatement fee;
  • the late payment fee; or
  • additional fee to reverse deemed expiry.

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Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
ASD INC.
Past Owners on Record
KEVIN CZACHOR
MARTIN JR. CZACHOR
NORMAN FRANKE
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
Documents

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Document
Description 
Date
(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Abstract 2011-12-29 1 18
Description 2011-12-29 31 1,644
Claims 2011-12-29 5 164
Drawings 2011-12-29 8 195
Representative drawing 2012-02-09 1 8
Cover Page 2012-07-04 2 43
Description 2016-01-29 31 1,620
Claims 2016-01-29 4 177
Cover Page 2016-12-12 2 43
Filing Certificate (English) 2012-01-12 1 157
Reminder of maintenance fee due 2013-09-03 1 112
Acknowledgement of Request for Examination 2014-01-30 1 175
Commissioner's Notice - Application Found Allowable 2016-06-08 1 163
Examiner Requisition 2015-07-29 5 327
Amendment / response to report 2016-01-29 21 999
Final fee 2016-11-21 2 46