Intulse's MedicarePRO integration merges your phone with your agency management system. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within MedicarePRO and returns any records that match.
When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in MedicarePRO and can click on the name to launch their account within MedicarePRO. You can quickly add call notes to a contact's log and the note will automatically contain all the basic information about the call such as start time, duration, and if the if the call was recorded, a link to the recording. You will be able to start calls to MedicarePRO contacts directly from within the Intulse App by simply searching for a individual name on the My Phone screen. Additionally, any text messages sent/receive through the Intulse App can be logged to MedicarePRO.
To experience the integration between Intulse and MedicarePRO you will need to use the Intulse App.
If you would like to have the MedicarePRO integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.
This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.
Each user in the Intulse system must complete the following steps
MedicarePRO has provided the this guide to assist our mutual clients with setting up this integration.
Only Admins in the Intulse app can update some of the settings for your MedicarePRO integration
If you are admin user in the Intulse App then you will have additional settings available to you.
For more information about MedicarePRO CRM, check out their website!
