RingCentral
RingCentral is a comprehensive communications solution with voice, fax, text, conferencing, and web meeting options available. When RingCentral is integrated with Vetspire, incoming calls to your practice display in Flow with the client’s information.
RingCentral Integration Features
All incoming calls from your RingCentral integration display in the Awaiting column in Flow beneath scheduled appointments.
Each call tile displays an indicator if the phone number is linked to an existing client profile:
Red unlink icon: The caller is a client, and the phone number is linked to their existing Vetspire account. Select the client’s name (in green) to navigate to their profile.
Green link icon: The phone number is not linked to an existing client profile. Select the green link icon to link this phone number to an existing client profile.
To remove the call from Flow, select Dismiss on the call tile. This option exists for calls that do not require further notation, such as a client asking for directions to your location.
To enter notes about a call and relevant patient information (such as client/patient name, species, and rDVM), select Call Log on the call tile.
At the bottom of the expanded call tile:
Select Don’t Come to remove the call from Flow.
Select Will Come to add the patient to the schedule immediately. Once scheduled, the patient’s new appointment tile displays in Flow.
