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 proceed with the instructions below.
Send an email to firstname.lastname@example.org indicating that you would like to use
Engagement [Modento] 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 Modento 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.
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
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.
Go to Settings by clicking on the gear icon in the upper right hand corner
Select Edit under the needed team member
Scroll to Extension Number for Screen Pops
Here you will need to enter the asterisk symbol: *
Hit Save User at the bottom of the user settings
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
Key words: screenpop, caller id, setup, setting up, set-up, getting set up, getting started