Screen 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 Screen 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 screen pop notification look like?
When a known patient calls your practice, a screen pop in the bottom right corner of the Dental Intelligence dashboard will show the patient's name. Simply click on the screen pop to open their patient card and view their details. From the patient card, you see all key details:
Upcoming or missed appointments
Outstanding balances or insurance info
Treatment plan status
Notes from their last visit or call
In compliance with HIPAA guidelines, Dental Intelligence will not show patient information on the Screen Pop notification if the dashboard is not actively open on the screen.
Keywords: screenpop, caller id