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Getting Started with Caller ID

Last updated 22 August 2024 14:29   ∙   ~ minute read
Best Practice - Medical Director (Pracsoft) - Zedmed - HotDoc Calendar

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This guide covers the essentials of setting up Caller ID. If you are doing this for the first time, you will be required to complete all sections below.

Once set up, you will be able to easily access identifying information of callers who are active and existing patients, including:

  • Name, Date of Birth & Address
  • Their practitioner, as well as past and upcoming appointments
  • Any communications sent to the patient via HotDoc 

 

   In this article

  • 1. What is Caller ID?
  • 2. How to set up Caller ID
  • 3. Training Video
  • 4. How to view a caller's details in the Sidebar
  • 5. How to view your Recent Call Log in the Sidebar
  • 6. What does each Call Status mean?
  • 7. Additional resources 

 

1. What is Caller ID?

Caller ID is a feature that can integrate with your PBX phone system in order to bring up a caller's details in your Sidebar when they ring through.

It works by matching an incoming call with any patient records in your practice software that have the same number, then surfaces those patients in the sidebar. Caller ID can help you:

  • Identify patients quickly and accurately
  • Instantly access key patient information
  • Provide a personalised patient experience

Screen_Shot_2022-01-20_at_1.24.46_pm.png

 

2. How to set up Caller ID

You can set up Caller ID in the Dashboard using our easy step-by-step guide. To do this, go to your HotDoc Dashboard, then click the Caller ID tab to get started!

 

Screen_Shot_2022-02-08_at_4.53.53_pm.png

 

3. Training Video

This video will give you an overview of how Caller ID works after you have completed the setup steps in the Dashboard:

 

 

4. How to view a caller's details in the Sidebar

 

Before you can use Caller ID, you will need to ensure that you've downloaded the Sidebar on your reception computers.
For more information about installing the Sidebar, please see: How to download the HotDoc Sidebar

ⓘ Important

Once your setup is complete, you will receive notifications in the Sidebar when patients call your practice. The notification will include:

  • The number being called from
  • The number of matching patients found; and
  • The name of the oldest the matching patients (if any)

1. When a patient calls, click on the notification on the left hand side of the screen.
Note: If your clinic uses multiple phone lines, you will need cross check the number in your phone system to the number calling in the Sidebar.

2 matches found

Screen_Shot_2022-01-20_at_1.22.50_pm.png

No matches foundScreen_Shot_2022-01-20_at_2.18.43_pm.png

 

2. You will be redirected to your Recent Call Log. The incoming call will be at the top of the list:

Screen_Shot_2022-01-20_at_1.23.40_pm.png

3. Click on the call to view the matched patients:

Screen_Shot_2022-01-20_at_1.25.09_pm.png

4. Once you answer the call and determine which patient is relevant, you can click View next to their name. From here you can view Upcoming appointments and recent Communications

Upcoming Appointments:

Screen_Shot_2022-01-20_at_1.30.07_pm.png

Communications:Caller_ID_updated.png


5. You can even cancel an upcoming appointment by selecting the Cancel button

Screen_Shot_2022-02-03_at_1.25.16_pm.png

6. To access the patient's file, click the name in the Sidebar to copy this and paste this into a patient search in your own software. 

Screen_Shot_2022-01-20_at_4.27.05_pm.png

Screen_Shot_2022-01-27_at_12.37.44_pm.png

 

 

Before you can use Caller ID, you will need to ensure that you've downloaded the Sidebar on your front desk computers.
For more information about installing the Sidebar, please see: How to download the HotDoc Sidebar

ⓘ Important

Once your setup is complete, you will receive notifications in the Sidebar when patients call your practice. The notification will include:

  • The number being called from
  • The number of matching patients found; and
  • The name of one of the matching patients (if any)

1. When a patient calls, click on the notification on the left hand side of the screen.

2 matches found

Screen_Shot_2022-01-27_at_2.02.09_pm.png

No matches foundScreen_Shot_2022-01-20_at_2.18.43_pm.png

2. You will be redirected to your Recent Call Log. The incoming call will be at the top of the list:

Screen_Shot_2022-01-27_at_2.05.41_pm.png

3. Click on the call to view the matched patients:

Screen_Shot_2022-01-27_at_2.07.03_pm.png

4. Once you answer the call and determine which patient is relevant, you can click View next to their name. From here you can view Upcoming appointments and recent Communications.

Upcoming Appointments:

Screen_Shot_2022-01-27_at_2.14.54_pm.png

Communications:Screen_Shot_2022-02-03_at_1.20.44_pm.png

5. You can even cancel an upcoming appointment by selecting the Cancel button or open up the appointment in the Calendar by clicking View:

Screen_Shot_2022-01-27_at_4.28.42_pm.png

Screen_Shot_2022-01-27_at_4.30.17_pm.png

6. To access the patient's file, click the name of the patient in the Sidebar to copy this and paste this into a patient search in your own software. 

Screen_Shot_2022-01-27_at_4.32.18_pm.png

 

5. How to view your Recent Call Log in the Sidebar

You can view your Recent Call Log in the Sidebar via Menu > Caller ID.

This can be helpful if you miss a call or need to callback a patient as you can easily see their details and the approximate time they called. 

 

  1. In the Sidebar, click on Menu > Caller ID

    Screen_Shot_2022-01-27_at_4.33.57_pm.png

  2. Recent calls will display in chronological order with the most recent call at the top of the list:

    Screen_Shot_2022-01-20_at_5.08.12_pm.png

  3. If you would like to remove a call from your recent call log - hover over the call with your mouse and click the X button:

    Screen_Shot_2022-01-20_at_5.03.58_pm.png

 

6. What does each Call Status mean?

If your phone provider is 3CX, you will see the following four call status in your Sidebar.

If you are using another phone provider, you will only see the Incoming status

Note: There may be instances where some other providers who have integrated directly with the HotDoc Generic API can access all four call statuses. Please contact them directly to resolve any issues here. 

 

 

Screen_Shot_2022-01-20_at_5.12.23_pm.png

Incoming: The call is waiting to be answered

 

Screen_Shot_2022-01-20_at_5.12.23_pm.png

Answered: Reception is currently speaking to this patient

 

Screen_Shot_2022-01-20_at_5.12.23_pm.png

Ended: The call was answered and has since ended

 

Screen_Shot_2022-01-20_at_5.12.23_pm.png

Missed: The patient hung up before the call was answered

 

 

7. Additional resources 

To see more information on Caller ID, you can view the following resources below:

  • Caller ID FAQs
  • If you have added a patient alert for patient, this will appear in the Sidebar when they call. You can see what this looks like here. To add a patient alert, please see How can I add a Patient Alert to stop someone from booking at my practice?

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