With VetRec's phone call recording feature, you can start a call through the web interface and turn your recording into notes.
Take a look at the below video for a deeper dive on how it works!
Steps
Onboard your phone number
Use the feature!
Onboard your phone number
In order to use the phone calling feature, you first need to onboard your phone number
Note: if you do not onboard your phone numbe,r you can still leverage the feature by using VetRec's default number. With this, your client will be seeing our phone number as the Caller ID.
We recommend onboarding your phone number so that your clients know who's calling them!
Here's a video on how to onboard your phone number:
Use the feature!
As with in-person visit recordings, add the patient's name in the box at the top, and pick a template from the menu in the top right. You can leave the patient name field blank to have the AI guess it from the recording. All your templates are compatible with both in-room recording and phone recording.
Choose the phone number you'd like your client to see when you call them. Choose "VetRec Number" to use a phone number provided by VetRec. This number may change at any time and does not forward inbound calls to your clinic. You can also add your own clinic phone numbers through the Settings page. Click here for instructions on adding your clinic phone number.
Choose "Web" to speak to your client through the web app or "Phone" to speak to them through the phone.
With "Web" selected, ensure that the readiness indicator is green. This means that the VetRec app is ready to make a call. If the icon is grey or red, click the circular 'retry' button to reconnect.
You can test that your microphone is working properly by clicking "Test Audio".
With "Phone" selected, our system will call you to begin the call. Type the phone number you'd like us to call you at into the "Call Me At" field. This can be any phone number. You do not have to verify this number in the Settings. If you leave the "Call Me At" field blank, we will use the number you selected for Caller ID instead. If you want us to call you at a direct extension, you can add your extension into the "Extension" field next to the "Call Me At" field.
The "Call Me At" number is never shown to your clients!
Finally, enter your client's phone number into the "Client Number" field at the bottom. If they have an extension, you can add it into the "Extension" field next to it.
Once all the information we need to start a call is present, the "Start Call" button on the right will turn blue. Click "Start Call" to start the call.
When calling via the web, you can control the call with the buttons on the right. You can change the microphone you're using to speak through with the "Select microphone" dropdown menu. You can mute your microphone by clicking "Mute". To end the call, click "End call".
When calling via phone, you will first receive a call from VetRec at the number you entered. After answering this call, you will be prompted to press 1. After pressing 1, VetRec will call your client. To end the call, hang up your phone.
Once your call is complete, click the blue 'Generate Notes' button in the lower right to process your call.
Team settings
By default, before we connect you to your client, we will play a message that lets them know that the call may be recorded. You can configure whether or not we play a message, as well as customize the message itself, on the Settings page.
