PhoneIQ Compatibility

PhoneIQ Compatibility and Setup Guide

PhoneIQ is compatible with various VOIP companies, offering full or partial compatibility, depending on the provider. It provides insights into call metrics, such as missed calls and call returns, and can identify potential new patient calls. Key features include patient information pop-ups and call analytics.

Compatibility

• Full Compatibility: VOIP providers (RingCentral, Mango, Jive.)
• Partial Compatibility: Other VOIP providers (e.g., Vonage, Spectrum, Onset, Altus).

Features

• Full Compatibility: Patient information pop-ups and call analytics (missed calls, outgoing calls, returned calls, time spent, opportunities).
• Partial Compatibility: Only patient information pop-ups.

Full Compatibility Setup

VOIP Providers

1. RingCentral VOIP

• Step 1: Go to PbN Settings and click 'Connect to RingCentral'.
• Step 2: Enter RingCentral login credentials.
• Step 3: Download and install the Desktop app from your PbN account on office desktop computers (Windows 8+, preferably Windows 10). (This step will be repeated for all VOIP Providers)

• Step 4: Log in to the Desktop app using your existing PbN credentials. The app will show patient pop-ups for incoming calls.

2. Mango VOIP

• Step 1: Request a Remote ID from support.
• Step 2: In the Mango portal, go to Integrations, click 'Learn More' next to PbN, and enter the provided Remote ID.
• Step 3: Download and install the Desktop App on office desktop computers (Windows 8+, preferably Windows 10).
• Step 4: Log in to the Desktop app with your PbN credentials. The app will display patient pop-ups for incoming calls.

3. Jive VOIP

• Step 1: Go to PbN Settings and click 'Connect to Jive'.
• Step 2: Enter Jive login credentials.
• Step 3: Download and install the Desktop app from your PbN account on office desktop computers (Windows 8+, preferably Windows 10).
• Step 4: Log in to the Desktop app using your PbN credentials. The app will show patient pop-ups for incoming calls.

Call Pop-Ups on the Desktop App

• Once configured, a call pop-up will look like this:

Partial Compatibility Setup

Other VOIP Providers (e.g., Vonage, Spectrum, Onset, Altus)

• Setup:
  • Step 1: Obtain a dual ring number from support.
  • Step 2: Contact your VOIP provider to set up a dual ring/simultaneous ring on the provided number.
  • Step 3: Download and install the Desktop App on office desktop computers (Windows 8+, preferably Windows 10).
  • Step 4: Log in to the Desktop app with your PbN credentials. The app will show patient pop-ups for incoming calls.

Note: The dual ring setup ensures the Desktop app registers the caller ID to generate patient pop-ups without incurring additional charges.