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Enabling Screen Pops - Engagement Settings
Enabling Screen Pops - Engagement Settings
This article will discuss how to set up Engagement [Modento] Screen Pops / Call Pops
Grace Richards avatar
Written by Grace Richards. Updated over a week ago

Enabling Engagement [Modento] Screen Pops

Engagement [Modento] offers a screen pop feature for customers that are using VolP phone systems with a Simultaneous Calling feature. If you are interested in setting
up call pops this way, please reach out to your VolP provider and confirm that
they offer Simultaneous Calling, then proceed with the instructions below.

  1. Send an email to support@modento.io indicating that you would like to use
    Engagement [Modento] Screen Pops.

  2. Our team will respond via email with a phone number dedicated to your
    office for screen pops.

  3. Reach out to your VolP provider and ask them to add the number you
    received from our team to your VolP switch box so that when the patient
    calls, both your office number and the Modento screen pop number ring at
    the same time.

  4. Depending on your VolP provider, you might be asked to provide an
    authorization letter or proof of ownership in order to finish the process.

Verbiage:

Here is some additional verbiage to use when discussing this with your VoIP phone provider to ensure a smooth communication of needs:

  • Our call pop integration for Screen Pops is based on the simultaneous calling feature

  • We purchase a unique number in our infrastructure (Bandwidth) and ask the VoIP company to add it to the configuration so every call is forwarded to the number we provide

  • This number doesn't ring anywhere, just sends us the context of the call so we can try to match the caller with a patient in our database and display the information about the patient

  • The number is owned by Engagement [Modento] so no porting is necessary - the only step needed is to add the number we provided to the switchboard

Activating User Privileges for Screen Pops

Step by Step Instructions:

Once you have enabled and activated your Engagement [Modento] Screen Pop Feature, you will need to enable screen pops for your team members. In order to do this, you will need to edit each team member's Engagement [Modento] user profile.

  1. Go to Settings

  2. Access Users

  3. Select Edit under the needed team member

  4. Scroll to Extension Number for Screen Pops

  5. Here you will need to enter the asterisk symbol: *

  6. Hit Save User at the bottom of the user settings

  7. This will activate screen pops on their log in so they will receive the notifications & patient information

If you have any questions, feel free to reach out to our support team through the chat bubble in the bottom right hand corner!

For more information regarding Screen Pops, refer to the following article:

Engagement [Modento] - Screen Pops

Key words: screenpop, caller id

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