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Record an outbound phone call

Will Toher avatar
Written by Will Toher
Updated over 2 weeks ago

With VetRec's phone call recording feature, you can start a call through the web interface and turn your recording into notes. Here's how it works:

  1. First, our system calls you at a number of your choice

  2. Then, we connect you to your client, using your verified clinic phone number as caller ID

  3. Once your call is complete, we process your call recording and generate notes using a template of your choice

Steps

  1. 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

  2. Choose the phone number you want to show up to your client as the caller ID from the 'Calling as' dropdown menu.

    1. If you don't see your clinic's phone number in this menu, contact support to go through the verification process

  3. In Clinic Phone mode, our system will try to call you at the 'Calling as' number to start the call. You can use the 9-dot extension button to have our system call you directly at your extension.

  4. You can also switch to Another Phone mode - in this mode, you can enter any phone number for our system to call to initiate the call. The phone number you enter here is never shown to your clients!

  5. Enter your client's phone number in the 'To' field at the bottom

  6. Once all information is entered, the 'Start Call' button will light up - click it to start your call

Once your call is complete, click the blue 'Generate Notes' button in the lower right to process your call.

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