Purpose: This article explains how to set up and use iPrescribe Connect, a feature that lets you call patients directly from the iPrescribe app while displaying your practice phone number instead of your personal number.
Audience: iPrescribe users who have:
- Self-registered through ID.me
- Have an active, paid subscription using Stripe
- Have a direct line and do not have an automated answering system that routes calls by asking callers to select automated menu options.
This feature, called iPrescribe Connect, allows you to call patients directly from the iPrescribe app.
Prerequisites: Users using Google Voice to set up iPrescribe Connect must first disable Google Voice's security feature to successfully set up iPrescribe Connect.
- iPrescribe Connect protects your privacy by listing your practice’s phone number, not your personal phone number.
- If you are part of multiple practice locations, iPrescribe Connect will use your default practice location’s phone number, which is set during self-registration. If you want to change your practice phone number, please submit a request to Support.
Set up iPrescribe Connect
1. Log in to the iPrescribe app.
2. There are multiple ways to get started with iPrescribe Connect:
1. Go to the home page and select Connect
2. If you know the number you want to dial, enter it on the Connect dialer and click the green phone icon to place the call. Note: The phone number that appears at the top of the screen is what will show up on the patient's caller ID.
If you need to look up a patient's phone number, select the address book icon to bring up patient search.
a. Search for your patient's name.
b. Select your patient’s name to see their profile.
3. Tap the Call phone icon on the top right or the patient’s phone number listed in their profile.
1. Go to the Home page.
2. Select Connect.
1. Go to your patient’s profile as you would normally:
a. Select New Rx from the main menu
b. Search for your patient's name.
c. Select your patient’s name to see their profile.
2. Select the Call phone icon on the top right or the patient’s phone number that is listed in their profile.
3. Next, iPrescribe Connect prompts you to set up. Select the Get started with Connect button.
- If you select the Not now option, iPrescribe will continue to prompt you each time you make a call.
- If you choose to not fully set up iPrescribe Connect in the moment, you may still make a phone call to your patient from the app; your patient will be able to see your personal mobile number in this case.
4. iPrescribe will show you your practice number. This is the number that you entered when you self-registered for iPrescribe.
Select Call my practice number to get a verification code via automated phone call to your practice phone.
- If you do not have access to your practice phone number at the time, do not set up iPrescribe Connect; set up iPrescribe Connect next time you make a call.
- If you are using Google Voice for your practice number, please disable your call screening feature. Learn how: Verification code troubleshooting
5. Enter your verification code.
Note: If you are part of a practice with an automated telephone answering system that routes phone calls using a menu of options for callers, you will not be able to receive the automated phone call with the verification code to enable iPrescribe Connect.
6. Once your phone number is verified, you can now call patients from your mobile phone.
7. iPrescribe opens the call screen:
Congratulations! You've finished setting up iPrescribe Connect and can now call patients from the app.
Using iPrescribe Connect
1. Go to the home page and select Connect
2. If you know the number you want to dial, enter it on the Connect dialer and click the green phone icon to place the call. Note: The phone number that appears at the top of the screen is what will show up on the your patient's caller ID.
If you need to look up a patient's phone number, select the address book icon to bring up patient search.
a. Search for your patient's name.
b. Select your patient’s name to see their profile.
3. Tap the Call phone icon on the top right or the patient’s phone number listed in their profile.
1. Go to the home page.
2. Select Connect.
3. Go to your patient’s profile as you would normally:
a. Select New Rx from the home page.
b. Search for your patient's name.
c. Select your patient’s name to see their profile.
Go to your patient’s profile as you would normally in iPrescribe:
a. Select New Rx from the main menu.
b. Search for your patient’s name.
c. Select your patient’s name to see their profile.
1. Start prescribing as you normally would (New Rx, Favorites, Pending, etc.)
2. As you move through the prescribing workflow, you may tap on the patient's listed phone number to call that patient (e.g., from the Rx Review screen)
Masking Your Phone Number on Caller ID
- Each time you call your patient and choose Call From Office, iPrescribe will show your practice phone number on the patient’s caller ID by default.
-
To select which number will display on the patient's caller ID when you are placing a call, select the caret icon, then select the phone number you want to display. Use this feature to mask your phone number with a number of your choosing.
- You may also choose to place a Direct Call from your mobile number, meaning that your personal phone number will appear on your patient’s caller ID.
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