Call Insight - Set up
This article will discuss how to install and set up your Call Insight service
Sam Miller avatar
Written by Sam Miller
Updated over a week ago

Call Insight is the perfect tool to keep the front office prepared and professional for incoming phone calls. You can use this tool to have patient information immediately as soon as the call comes in. Setting this up is a simple process, and only requires a few steps. Let's go through them!

Call Insight Set up

Step by Step Instructions:

  1. Syncing - Up and Running

    Syncing allows us to update our information with your practice management software daily. This way we can have accurate information for you to work off of within Call Insight. We simply need you to download and install the sync tool on your server, with the sync credentials you have been provided. If you do not know your sync credentials, feel free to reach out to our support team who can share these with you. You can learn about this more here

    Important Note:

    💥 Your Server Computer is most likely a computer found in a back room in your office that is not used every day. Our support team might be able to assist in identifying your server computer. You might have an IT Group that maintains your server computer. If so, this article can be shared with your IT Group or you can connect your IT Group with our Support Team

    💥 If you are an existing Dental Intelligence user, the sync tool might already be installed and syncing. If so, this step does NOT need to be duplicated. If you are unsure of your syncing status, feel free to reach out to our support team for clarification

  2. Set Up - Configure Phone Systems

    It's important to ensure your phone provider supports a feature commonly referred to as “Simultaneous Ring”.

    Dental Intelligence will provide you with a phone number specific for your practice. After receiving this number from Dental Intelligence, this will then need to be set up in your phone provider admin page. From here we will make sure the new number from Dental Intelligence will ring simultaneously when someone calls your main office line.

    Setting up your phone system is a vital step. This allows us to get Call Insight's system listening for inbound calls. The way this functions is when the main office number is called, the number we provide you will also ring, the number we attach to your main office line is only there to grab the caller ID information so it works with the Call Insight Application. We have set up helpful articles to show how to do so, please select your Phone Service Provider from the list below

    If your Phone Service Provider is not listed here, please contact support at 801-717-2777 *option 2 for support and we would be happy to help, and document this for future customers with your provider

  3. Download - The Call Insight Application

    Finally, all we need is the Call Insight Application downloaded and running on whatever workstation you would like this tool to be utilized on. You can download that from here

  4. Logging in - Users

    Now just log in with your Dental Intelligence user information, and you are good to go. A couple more clean up items would be to set the proper notification time, and add all the Marketing Campaigns you would like to keep track and analyze 

    To learn more about this click here!

Keywords: setup, setting up, set-up, getting set up, getting started

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