Call patients and see your calls

Calls is available on request. Ask BloomText at support@bloomtext.com to turn it on for your organization.

With Calls on, you can call a patient from BloomText. BloomText rings your own phone first. When you answer and press 1, it calls the patient from your team's number, so the patient sees that number and never yours. Every call to and from the team's number, answered or missed, shows in Calls and in the patient's chat.

Before you start

• The Calls item appears in the left bar once BloomText turns Calls on for your organization.
• Calls covers teams that have a BloomText phone number. Members see the calls of their own teams; organization admins see every team's.
• A team whose calls go through your own phone system shows greyed out under Not in Calls. BloomText still handles its texts.
• BloomText needs a phone to ring: a cell or desk phone you verify with a code. It's saved to Settings › Profile, where you can change it.

Call a patient from their chat

1. Open the patient's chat.
2. Click the phone button at the top of the chat. In a chat with two patients, pick who to call under Call who?.
3. Answer your phone and press 1. The banner at the top of the chat shows Ringing your phone, then Calling, then Connected.

The call goes out from the chat's team. When it ends, a card in the chat shows who called and for how long. Click Cancel on the banner to stop a call before the patient is dialed.

Call someone from Calls

1. In the left bar, click Calls.
2. Click the new call button next to the team name.
3. Next to From, check the team the call goes out from.
4. Type a patient's name and click the phone button on their row, or type a phone number and click Call a number.
5. Answer your phone and press 1.

BloomText can't call 911 or other emergency numbers. Call them from your phone.

See and return calls

• Calls lists every call, newest first. Use All, Missed, Outgoing and Incoming to filter, and the team name at the top to show one team.
• The number on Calls in the left bar counts missed calls nobody has opened in the last 30 days. Opening a missed call, or the chat that shows it, clears it for everyone.
• Click a call to open the patient's chat. A caller who isn't in Directory opens a page with Call back, Message and Add patient.
• Call back on a card or row calls the same number from the same team, even when your organization hides patient numbers.
• A patient's page shows their chats and calls together under Activity.

Good to know

• Patients never see call cards. They're for your team only.
• A missed call to a team with call forwarding off says Turn on forwarding. Admins can click it to open the team's Call Forwarding tab; see Forward calls to your business number.
• If you don't answer your phone, or don't press 1, nobody is dialed and no call is logged.
• When your organization hides patient numbers, members see Number hidden for patients and Caller ID hidden for unknown callers. Admins see the numbers.

Related

• Forward calls to your business number
• Text patients from your business number
• Hide patient phone numbers
• Create, edit and delete teams