Making calls with the dialer

What it is: a phone built into the portal. Call patients from your computer headset — no desk phone, no personal mobile, and every call logged automatically into the person's conversation thread.

Making a call

1. Click the dialer button — the floating phone icon in the corner. It's on every page, so call from wherever you are.
2. Type the number, or search a contact by name.
3. If your clinic has several phone lines, pick which line the call goes from.
4. Call. Talk through your computer's mic and headphones.

When you hang up, the call — time, duration, direction — is already in the conversation history. Nothing to write up.

Your personal caller ID

Each user can have their own outgoing line set, so calls you make show a consistent number to patients. Set once by an admin in your user settings; after that the right line is used automatically.

Calling from records

You'll find call actions on enquiries, patients, and conversations — press it and the dialer opens with the number filled in. Working the enquiry list becomes: open, read, click-call, update status, next.

One device at a time

CallHippo only allows you to be signed in to your calling line on one device at a time. If you open the dialer on a second device (or a second staff member is set up on the same calling line), the first one gets signed out automatically.

If your dialer suddenly stops working, a "Dialer signed out" message appears explaining it opened somewhere else — click Reconnect here to sign back in on this device.

You can also check this yourself: go to My Profile → Dialer sessions to see which device is currently signed in and end that session, without needing to open the dialer somewhere else first.

Common questions

No sound / mic not working. The browser needs microphone permission — look for the mic icon in the address bar and allow it. Check headset selection in your computer's sound settings.

Patient missed my call and rang back — where does that land? Incoming calls to the clinic line appear in Conversations, in that person's thread.

Can I call from my own mobile instead? You can, but the portal won't know the call happened — no log, no history. Use the dialer for anything you'd want a record of.