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How to set up InvocaCare and get the most out of it.
The steps from sign-up to answering calls — set up, test, forward your number — all on the dashboard's "Setup and health" card.
What each product does, how to choose, and and how to switch products.
Your free trial starts and your InvocaCare number is ordered when you sign up. No card is needed until the trial ends.
Forward your clinic's own number to your InvocaCare number — every call with the phone menu, unanswered and after-hours calls with on-call — on a landline, Weave, RingCentral or another system, and check it worked.
Call your InvocaCare number from your cell phone and try each path; each one is ticked off as it happens.
When your clinic is open; on-call and the phone menu use it to know when you're closed. Optionally send calls to the front desk while open.
Who is paged when no one is scheduled, and why their cell phone must be added and verified before on-call calls work.
Shifts decide who is on call and in what order they're called; "no routing" blocks send calls straight to the clinic.
What callers are asked before a provider is paged. The default questions work as they are.
How long each provider has to reply before the next one is paged, and what happens if no one answers.
What callers hear and the options they can press. Publish the suggested menu, or edit it first. Needed before calls work.
Inviting team members, admin versus staff, deactivating and the clinic owner.
Changing your email, adding and verifying your cell phone for paging, your authenticator app and password.
Your plan, payment method and invoices; what happens when the trial ends without a payment method.
When the assistant can't help, reach the InvocaCare team through the contact form.
