Admin clinic users can save and verify a phone number that calls within Flow are placed from.
Note: This page and these capabilities are only available to admin users in Flow.
- On the General > Settings page in Flow, the clinic phone number section has an edit icon.
- Note: if you previously entered a number in this section without verifying it, you'll need to click the edit icon to verify your phone number before it appears in this section.
- Click the Edit icon next to the phone number to open a modal that lets you verify your clinic phone number for use with Flow phone calls.
- Once you add a valid phone number, click Add a Step or Ready for Call at the bottom of the modal.
- If your clinic has a phone tree, click Add a Step to add the existing options for your specific phone line. For example, if clients who call your clinic need to press "3" to reach the front desk, add "Press 3" as a step so the verification call reaches the right line.
- Once you click Ready for Call, you'll see a verification code and receive a phone call at the number you provided.
- Enter the 6-digit verification code from the call to see a success message.
From there, your new phone number is saved, and outgoing calls placed from Flow will show that number.