MEDICAREPRO INTEGRATION

Intulse's MedicarePRO integration merges your phone system with your MedicarePRO account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within MedicarePRO and return any records that match that phone number.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your MedicarePRO records. You can click on the caller’s name to open their records within MedicarePRO. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

Text messages can also be logged for your AgencyBloc contacts. If enabled, a text message log will be created every night.

You will be able to send text messages and start calls to MedicarePRO contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside MedicarePRO by simply clicking on a phone number.

To experience the integration between Intulse and MedicarePRO, you will need to use the Intulse App.

CONNECTING MEDICARE PRO CRM TO THE INTULSE APP

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

All Users

MedicarePRO has provided this guide to assist our mutual clients with setting up this integration.

1. Login to MedicarePRO.
2. Navigate to Settings » VoIP Phone.
3. Click Connect your account.
4. Copy your newly created access token.
5. Open the Intulse App.
6. Select the More tab in the menu.
7. Select MedicarePRO from the More menu.
8. Under the User Settings section, paste your MedicarePRO access token into the appropriate field.
9. Click the Save button to save your changes.

System Administrators

1. Optionally, you can Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
2. You also have the option to Enable nightly logging of text messages.
   • If you do enable text messaging logging, you will need to enter an access token to be used for this. See above for instructions on how to generate your access token.
3. If automatic call logging is enabled, you can use the drop-down to Select users who should be excluded from automatic call logging.

For more information about MedicarePRO CRM, check out their website!