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 Call Insight with Jive by LogMeIn
Log into your Jive admin portal: https://my.jive.com/pbx/ OR Call 877-548-3003 to have a
- Identify what extension your practice’s main number is routing to
Configure external number on either the Dial Plan or Ring Group:
If Ring Group:
If Dial Plan:
Add an “External Number” node before the node that will ring the phones
Enter the Call Insight Number
Set Timeout to 1 second
Make sure “Confirm Call Pickup” is UNCHECKED
Make sure “Pass Through Caller ID” is CHECKED
Congratulations! You are now set up for Call Insight! Make sure you have the Call Insight Application downloaded on the proper workstations that you would like this feature to function on. You can find the download for this here.