Call Pops are part of the Engagement module and are available for users with simultaneous calling offered by their VoIP provider. If you are interested in learning more, CLICK HERE to request a demo!
When your phone rings, a Call Pop automatically pulls up that patient's information on your screen the moment the call comes in — before you even say "hello."
How it works for your front desk team:
The system recognizes the incoming phone number
It matches that number to the patient's record in your practice management software
Their profile pops up automatically — no searching, no typing in a name or asking "can I get your date of birth?"
What does a Call Pop notification look like?
When a patient calls your practice, a Call Pop will appear in the bottom right corner of your dashboard:
If the caller is a known patient, their name will be displayed on the notification. Click on the Call Pop to see:
Patient details: name, tags and status icons, contact information, age, date of birth, guardian status, and patient ID.
Visit and insurance information: last visit, next appointment, preferred provider, and insurance status. If the next appointment is unconfirmed, you can confirm it right from the screen pop.
Balance: the outstanding balance, with options to send a payment request or collect payment. Expand it for an aging breakdown and payment plan status.
Unscheduled treatment: the total value, with options to propose or schedule it.
Unscheduled family members: how many family members still need an appointment, with quick links to schedule them.
Hygiene due date: shown for the patient and unscheduled family members.
Open Team Tasks: open tasks with type, due date, and assigned team member.
If the caller's phone number is not linked to a known patient in your PMS, the Call Pop will show as an unknown caller. Click on the Call Pop to create a new unlinked patient.
In compliance with HIPAA guidelines, Dental Intelligence will not show patient information on the Call Pop notification if the dashboard is not actively open on the screen.
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