Engagement offers a screen pop feature for customers that are using VolP phone systems with a Simultaneous Calling feature.
Contact your VoIP provider
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:
Send an email to support@dentalintel.com indicating that you would like to use
Engagement Screen Pops.Our team will respond via email with a phone number dedicated to your
office for screen pops.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.Depending on your VolP provider, you might be asked to provide an
authorization letter or proof of ownership in order to finish the process.
Communicating needs with your VoIP provider
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
Enable Screen Pops for each team member
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.
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Go to Settings by clicking on the gear icon in the upper right hand corner
Click on the Users tab
Locate the team member that needs their extension added. Then, click on the 3-dot menu. Click Edit
Click on the Integrations section. To add the team member's extension in the Extension Number for Screen Pops field, start by entering an asterisk symbol (*) followed by the extension number
Click Save User to apply your changes and activate screen pops for this user
Click here to learn more about using Screen Pops.
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