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Reviewing the VoIP Integration Using Jive

Updated

Description

This quick guide provides an overview of the VoIP integration using Jive phone services.
 

Contents

The following topics are covered in this quick guide:

Steps

 

Section 1 - Setting Up Jive in Curve Hero

  1. In the Sidekick, click the More menu, then click Administration within the drop-down list.

    More Menu Administration

  2. In the Administration menu, within the User management drop-down list, click User directory.

    User Directory Administration

  3. Locate the applicable user by searching or scrolling.

    Search for User
  4. Within the user's profile, scroll down to the Services section and click Edit in the Jive section.

  5. To enable Jive, set the slide toggle to Yes and click Save.

    Jive Toggle
  6. Click the Authorize access to Jive link. This will open the Jive sign-in page in a new window. Enter your credentials to authorize.
  7. Reload your web browser to finalize the integration.

 

Section 2 - Accessing VoIP Options in Curve Hero

  1. After authorization, VoIP options will display in each patient's profile.

    Sidekick VoIP

  2. The VoIP options will also display in the Sidekick contact area.

    Profile Contact VoIP
     

Section 3 - Viewing Inbound Call Notifications

An inbound call will search Curve Hero to match the phone number. Matching results will display a notification showing caller ID, patient name, and status.

Inbound Call Notification

Note: To load the patient information, click the blue link in the notification.

 

Section 4 - Clicking to Call

  1. Select the patient and click on the phone icon next to the number you wish to call.

  2. If you have multiple lines, select the correct line from the menu.

    Select Phone Line
  3. Your physical Jive phone will ring. Pick it up to initiate the outbound call to the patient.

 

Section 5 - Disabling VoIP Integration for a User

  1. Navigate back to the user's profile in Administration.
  2. In the Jive section, click Revoke access to Jive.
  3. Reload your browser. The phone icons will now appear gray, indicating the user is no longer authorized.

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