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 RingCental 

  1. Log into your RingCentral:

  2. Find the extension associated with the Practice’s main number - this usually won’t be an extension with a name associated with it.

  3. Scroll down to “Call Handling & Forwarding”

  4. Set the Incoming Calls Forward in this Order to “Simultaneously” (See Figure 1.

-Change the “Ring For” setting for the first Active line to “0 Rings / 0 Seconds” (See Figure 1.

5. Set the 2nd Simultaneous ring option to Active, Change the ring duration to the length you want your main number to ring, enter the Call Insight Number into the “Number” field 

6.Click Save 

Figure 1. 

Call Insight is now configured on your RingCentral System! Now just download the Call Insight application on all of the workstations you would like to use this feature on. You can download this here. 

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