Engagement: Enabling Screen Pops in Settings

Learn how to set up Engagement Screen Pops / Call Pops

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Engagement 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 follow the steps below:

  1. Send an email to support@dentalintel.com indicating that you would like to use
    Engagement 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 Engagement 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 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

Once you have enabled and activated your Engagement 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 user profile.

  1. Go to Settings by clicking on the gear icon in the upper right hand corner

  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

Click here to learn more about using Screen Pops.

Keywords: screenpop, caller id, setup, setting up, set-up, getting set up, getting started

Did this answer your question?