After you have finished Step 1 & Step 2 you are now ready to setup Call Insight with your phone provider. Every phone system is a little different, so we have included the steps below so you can easily get this completed.

Once this step is done, or system will be notified every time a call comes into the practice and we will notify you of which patient is calling in. This will allow you to keep the front staff prepared and professional on every call. 

Configure Charter Phone System to Work with Call Insight: 

  1. Login using an admin user at spectrum.net/login 

  2. Navigate to the Voice -> Manage Lines section of the portal and click on “Administrative Settings” 

If the Administrative Settings is not showing, then you will need to call Spectrum and have them enable it on your account: (800) 314-7195. 

In the Administrative Settings select the primary line and add the Call Insight number to the SimRing tab. 

   3.Click Save.

Your Charter phone system is now configured to work with Call Insight! Make sure you have the Call Insight Application downloaded on the workstations you would like this feature to be used, you can do so here. 

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