Receiving Inbound Calls for your Web and Mobile App

This process explains how to handle and receive inbound calls through both the web and mobile apps inside TheraSaaS.

1. Receiving Inbound Calls on Web App

1. Login to your TheraSaaS Web App.

2. Navigate to Calls: Incoming calls will be visible on the dashboard or the Calls section.

3. Answer the Call:

   • When an inbound call is received, a pop-up notification will appear.

   • Click Accept to answer the call through the web interface.
     
     

4. View Caller Information:

   • Once the call connects, details such as the contact’s name, tag, and phone number will be displayed (if they’re already in your contacts list).
     
     

5. Handling Missed Calls:

   • If the call is missed, it will be logged in the Calls section.

   • You can also set up voicemail (as previously described) to handle missed calls.

2. Receiving Inbound Calls on Mobile App

1. Open the TheraSaaS Mobile App.

2. Receive Call Notifications:

   • When you get an inbound call, your mobile device will display a push notification with the caller’s details.

   • Swipe or tap Accept to answer the call.

   • NOTE: Make sure you have notifications and phone settings turned "on" for the mobile app. 
     
     

3. Caller Information:

   • Similar to the web app, you will see the caller’s details (e.g., name, phone number, tags) if they are saved in your contacts list.

4. Missed Calls:

   • Missed calls will be stored in the app’s Call Log.

   • You can set up voicemail for callers to leave a message, which can be accessed through the app.

3. Voicemail Handling

• Ensure that voicemail is set up so that missed inbound calls are handled properly. This can be set up either in the Staff Settings for individual users or the Business Profile for general company-wide voicemail.

4. Tags for Efficient Call Management

• Utilize tags on your contacts for better organization, making it easier to identify and prioritize calls. For example, if contacts are tagged as "EHR clients," you can quickly see this information when receiving calls from those clients.

By following these steps, you can effectively manage and receive inbound calls on both the web and mobile versions of TheraSaaS. Make sure all contacts are imported correctly and your call settings are configured to ensure smooth communication.