Using Additional Modules, Products, and Services > Additional Products

Using the Smart Call Integration

You can integrate OrthoTrac with a TAPI-compliant phone system.

When this integration is active, if a phone number is associated with more than one patient or responsible party, a list is displayed. You can then select a contact.  Select a patient to view the patient information window.

Smart Call information is displayed in the following areas:

• The Microsoft Windows system trayThe Microsoft Windows system tray

  When the Smart Call integration is active, an icon is displayed in the Microsoft Windows system tray. Right-click the icon to select Configure or Exit.

• The configuration windowThe configuration window

  To configure the Smart Call integration:

  1. Right-click the Smart Call icon in the Microsoft Windows system tray. The configuration window is displayed.

  2. Select the appropriate options for your Smart Call system from the following fields:

  3. Line to MonitorLine to MonitorSelect the Smart Call line to associate with the monitor.

  4. Default Staff MemberDefault Staff MemberSelect the staff member to contact when the default OrthoTrac software staff member is not logged in.

  5. Workstation LocationWorkstation LocationSelect the workstation location to be identified in the record as the location that received the call.

  6. ExtensionExtensionSelect the extension number of the phone used at this workstation.

  7. Local Area CodesLocal Area CodesSelect the local area codes to match 10 digit incoming call numbers with those stored as 7 digit numbers within OrthoTrac. You can maintain the list of area codes with the Delete Area Code and the Add Area Code buttons.

  3. Click OK.

• The incoming call windowThe incoming call window

  When the Smart Call integration is active, the incoming call window displays the following information:

  • Telephone number

  • Originating party

  • Name

  • Responsible parties

  • Last appointment

  • Next appointment

  • Doctor

  • Location

  • Status

  • The incoming call is color-coded by type.

  Select one of the following options:

  • AnswerAnswer

    To respond to the call, click Answer. OrthoTrac can identify the following caller types:

    • Patient

    • Responsible party

    • Staff

    • Outside Doctor

    • Carrier

    If the call originates from an unknown number, click Assign to associate the number with one of the following options:

    • New Patient

    • Existing Patient

    • Responsible Party

    • Outside Doctor

    • Staff Member

  • LookupLookup

    To view a list of contacts, click Lookup. The OrthoTrac Patient Lookup window is displayed.

  • IgnoreIgnore

    To close the incoming call window, click Ignore.

  • If you do not interact with the incoming call window, the window closes automatically when the phone call is terminated.

To configure OrthoTrac to automatically start Smart Call when a staff member logs in:

1. From the main menu, click Options > Environment. The OrthoTrac Configuration window is displayed.

2. Click the Miscellaneous tab.

3. Select one of the following options to start Smart Call with OrthoTrac:

4. Always

5. Never

6. Prompt

4. Click OK.

Related Topics

Accessing Smart Call Reports