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If your practice management data file is being created on the same computer where PhoneTree is installed, choose a location such as "C:\PhoneTree Files." If the data file is being created on another computer elsewhere in your office, choose a location on your network with full read and write permissions that the PhoneTree computer will be able to access. Since PhoneTree will be programmed to look for the file in this location every day, it must be saved here each time it is created.
The name you choose for your data file should be something unique and, since PhoneTree will be programmed to look for this exact name when importing the file, the same name must be used each time it is created. For instance, if you created a file for Appointment Reminders, you could name the file "ptappts" or "phonetreeappts."