Step 1: Set up your Caller ID
Go to Settings and select Phone
Enter your clinic's phone number — this is what clients will see when you call
Add a reference name (e.g., "Main Line") and click Save & Verify
📷 [Insert image: Caller ID Number setup screen]
Step 2: Verify your number
You'll receive a phone call with a 6-digit verification code
Type the code shown on screen into your phone when prompted
Once verified, your Caller ID is ready to use
📷 [Insert image: Verify Your Phone Number screen with code entry]
Step 3: Add your phone number
Enter the phone number where you'll receive calls (your desk or cell phone)
This number stays hidden from clients — they only see your Caller ID
Add a reference name and click Save
Step 4: Make a call
Open the phone dialer from any patient record
Select your verified Caller ID and your phone number
Dial the client's number and press Call
📷 [Insert image: Phone Call dialer screen]
Step 5: During & after the call
Here's how the call flow works:
Your Phone Rings → Answer to connect Client Connected → They see your clinic number Auto-Transcribed → Recording ready in patient record
HappyDoc calls your phone first, then connects you to the client
The client sees your clinic's number, not your personal phone
The call is recorded automatically
After the call, the recording is transcribed — just like an in-person visit
📷 [Insert image: Call flow diagram showing three steps]
💡 Quick Tips
Your privacy is protected — clients see your clinic number, never your personal phone
Calls are recorded and transcribed automatically, just like in-person visits
Use the dial pad or type the number directly — whatever's faster
One-time setup — verify your Caller ID once, then you're ready to call anytime
Questions? Check our help center or reach us at [email protected] — we're here to help!