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 link 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, rDVM, etc.), 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.
How to Connect RingCentral with Vetspire
Submit a ticket to Vetspire Support requesting that your organization be added to the RingCentral backend admin page.
Once the org has been added to the RingCentral Admin Application, Vetspire Support will populate the following fields in Vetspire (under More > Admin > Integrations > RingCentral):
RingCentral Client ID
Client Secret
RingCentral URL
Vetspire Support will notify you via your support ticket when you can proceed to the following integration steps.
Go to More > Admin > Integrations > RingCentral.
Confirm the RingCentral URL is set to: https://platform.ringcentral.com
Select the RingCentral icon in the bottom left of the Vetspire screen. You will then be prompted to log into RingCentral.
Enter your organization’s RingCentral account credentials.
These will be your actual RingCentral login credentials, not the Client Secret or ID.
In the RingCentral Access Request pop-up window, select Authorize. You will then be redirected back to Vetspire (in More > Admin > Integrations > RingCentral).
Enter the Hunt Group number (provided by RingCentral) for each location that will be using the integration.
Toggle on the Enable RingCentral setting.
Select Enable next to each location you wish to activate.