Set Up Caller IDs So Your Calls Originate From Your Office Number

You will be able to associate your Caller ID with your phone call and email appointment reminders.

For phone call reminders, your call will originate from the Caller ID that you have associated with your reminder type. For email type reminders, your caller ID will be placed at the footer of your email message. You may add as many Caller IDs as you want but they must be numbers that you are able to answer and verify. Text Messages will not originate from your Caller IDs but from one of our long or short codes.

Viewing Your Caller IDs

To view your current Caller IDs, click on the “Caller ID” button on the left hand side of the screen. This will bring you to a list of Caller IDs that you have created.
List of Caller IDs

  • CallerID : The Caller ID phone number.
  • Verified : Whether this Caller ID has been verified.
  • Default : Whether this Caller ID is set as your default.
  • Action : Edit or Delete this Caller ID.

Creating a new Caller ID

To create a new Caller ID, click on the “Add a Caller ID” button.

  • Caller ID: Type in the 10 digit Caller ID.
  • Set as Default: Choose whether or not you want this to be your default caller ID.

Click “Create” to add it.

Add a Caller ID

Editing and Verifying Caller IDs

You will be taken to the edit screen if you either click the pencil icon or add a reminder.

  • Caller ID: The 10 digit Caller ID
  • Set as Default: Choose whether or not you want this to be your default caller ID.
  • Verify Now: Check this box in order to verify your Caller ID. *Caller IDs can not be used until they are verified.
  • Extension: Add an extension if you need an extension dialed in order to verify the Caller ID. This may happen for example if you have a recording on your main line that says something like “Hello, you have reached Sun Prairie Dental, Press 1 to talk to the receptionist…”

Caller ID Added Successfully

If you choose to verify your Caller ID, you will be taken to the verify screen.

  • The system will attempt to reach you at the phone number entered. Enter the code shown to verify the Caller ID.
  • Your default Caller ID (If you have selected one) will be automatically associated with your Call and Email type appointment reminders.

For information on associating a CallerID that is not your default, please read our posting on Reminder Types HERE