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CallerApp Integration: Patient Caller ID & Call Management

1. CallerApp Integration Overview​

CallerApp is a telephony middleware that synchronizes your clinic's inbound call traffic with your Invent Medical patient database. When a call is received, CallerApp queries the system to display the patient’s profile on your screen, drastically reducing the time spent searching for patient files during phone consultations.

2. Benefits​

  • Instant Recognition: View patient details, pending appointments, and recent notes before answering.
  • Workflow Efficiency: Eliminates manual searching, reducing average handle time (AHT) for reception staff.
  • Enhanced Experience: Personalized greetings improve patient satisfaction and clinic professionalism.
  • Unified Logging: Automatically tags inbound calls to the patient’s interaction history for audit purposes.

3. Installation / Activation​

  1. Access Marketplace: Log in to your Invent Medical portal as an administrator and navigate to Settings > Integrations > Add-ons.
  2. Authorize: Search for "CallerApp," click Activate, and follow the on-screen prompts to connect your telephony provider credentials.
  3. Download: Install the CallerApp desktop client on the computers of staff members who handle inbound calls.
  4. Link: Enter your unique API Key provided in the Invent Medical integration settings into the CallerApp desktop client.

4. Configuration​

  • Data Mapping: Choose which fields (e.g., Patient Name, Last Encounter Date, or Outstanding Balance) should be displayed in the pop-up notification.
  • User Permissions: Assign which roles (Reception, Nurses, etc.) have access to view CallerApp notifications.
  • Call Logging Rules: Define whether all calls should be logged or only those that last longer than a specific duration.

5. Usage Guide​

  1. Incoming Call: When a call arrives, a non-intrusive notification appears on your desktop.
  2. Review Profile: Click the notification to open the patient’s full profile in the Invent Medical dashboard.
  3. Take Action: Add notes directly during the call or navigate to "Appointments" to schedule a new visit while talking.
  4. Auto-Log: Once the call ends, a log entry is automatically created in the patient’s "Interaction History" tab.

6. Frequently Asked Questions​

  • Does this work with personal mobile phones? No, the integration currently supports office-based VOIP/Landline telephony systems.
  • Can I disable the pop-ups? Yes, you can toggle notifications off within the CallerApp desktop client settings without disabling the back-end logging.