iSmile CRM Integration with
The VoIP Shop
Improve patient communication workflows and manage practice interactions more efficiently with The VoIP Shop's iSmile CRM integration. View patient information during calls, automatically log call activity, access AI-generated call transcriptions and notes, manage callbacks, and streamline workflows directly within iSmile.
Give your dental practice teams complete visibility of patient communications while reducing manual administration and improving productivity.
Integrate iSmile with The VoIP Shop today to improve collaboration, communication efficiency, and practice performance.
Key Features of iSmile CRM Integration
The VoIP Shop's iSmile CRM integration provides powerful communication and workflow tools to help dental practice staff manage patient interactions more effectively. From real-time caller notifications and automatic call logging to AI-powered call transcription and integrated call controls, your teams can stay organised and focused on patient care.
Pop-Up Caller Notifications
Display incoming, outgoing, and forwarded call information instantly inside iSmile. Patient records, activities, notes, and communication history appear automatically during calls.
Automatic Call Logging
Automatically log communication activity and call information directly against patient records within iSmile.
AI Call Transcription
Keep every patient conversation organised with automatic call logging and AI-powered transcription. AI-generated transcripts can be stored directly within iSmile, providing instant visibility of previous conversations and patient discussions. This improves collaboration, reduces manual note-taking, and ensures important patient information is always available.
Activity Hub
View activities such as a call log with notes or a conversation transcription that still needs to be saved in iSmile. Choose to save this automatically or manually, with notes and transcriptions editable before they are written to the patient record.
Call Notes
Save communication notes and
AI-generated transcriptions directly into iSmile for improved record-keeping and patient visibility.
Hotkey Dial from CRM
Quickly dial phone numbers directly from iSmile using configurable keyboard shortcuts, even where a number is not clickable within the patient record. Hotkey dialling helps staff initiate calls more efficiently.
Copy to Dial
Select a phone number anywhere on your desktop and receive an instant suggestion to place the call through your phone system.
Multi-Result Caller Matching
Quickly switch between multiple CRM matches when duplicate phone numbers exist across patient records.
Single Sign-On (SSO)
Secure login support through Microsoft, Google, and Apple authentication.
Call Waiting
If a second call comes in while already on the phone, the second call is displayed for an easy one-click switch between calls.
Call Control Features
Answer, transfer, hold, mute, and manage calls directly from pop-up notifications using integrated communication controls, where supported by your telephony platform.
Custom CRM Variables
Display iSmile patient, address, and status information during calls to provide staff with relevant context before answering.
Computer Telephony Integration with iSmile
Discover how integrating your telephony environment with iSmile helps dental practice teams manage patient communication more effectively. With real-time caller notifications, integrated CRM activity tracking, communication history visibility, and advanced call management functionality, your staff can focus on patient conversations rather than repetitive administration tasks.
How The VoIP Shop's iSmile CRM Integration Empowers
Dental Practice Teams
Instant Patient Visibility
View patient details, notes, activities, and communication history instantly during calls.
Reduce Manual Administration
Automatically log communication activity and reduce repetitive data entry tasks.
Improve Patient Conversations
Access previous interactions, notes, and communication history before answering calls.
Faster Response Times
Real-time caller notifications help staff respond to patients more efficiently.
Improve Internal Collaboration
Keep communication records, notes, and patient activities visible across the practice team.
Better Patient Experience
Provide more informed and personalised conversations using centralised CRM visibility.
How The VoIP Shop's iSmile CRM Integration Supports Dental Practices
Better Patient Management
Track communication activity and patient engagement from one platform.
Improved Workflow Efficiency
Reduce time spent switching between practice management software and communication tools.
Access Patient Data Instantly
View patient records, notes, activities, and interaction history during calls.
Improve Follow-Up Processes
Manage callbacks and patient communication more effectively.
Support Flexible Working
Access the integration through desktop or cloud-hosted deployment, supporting practices across multiple sites.
Better Communication Visibility
Keep patient conversations, activities, and notes organised in one central location.
Buttons
Below is the list of available buttons. These are both CRM specific and generic pop-up functions.
View Patient
Custom Action Standard
Send E-mail Standard
Callback request Standard
Send WhatsApp message Standard
Send Microsoft Teams message Standard
Open SearchBar Standard
Trigger Automations Standard
Parameters
Determine the content of the pop-up per user, department or organisation with information from iSmile.
Patient Identity
- name
- ismile_patient_id
- ismile_first_name
- ismile_sur_name
- ismile_dob
Address
- ismile_patient_post_code
- ismile_address_line
- ismile_address_line2
- ismile_address_line3
- ismile_address_line4
- ismile_address_line5
- ismile_city
Status & Clinical
- ismile_suspend_status
- ismile_dr
- ismile_exemption_name
Please note: Available CRM variables may vary depending on your iSmile configuration and permissions.
Available as a desktop installation or cloud-hosted deployment, CRM Connect allows you to offer unique CRM solutions that are tightly integrated with market leading communications services.
Easy to provision via Self-Service Portals
Windows and MacOS installation wizard
Full control of telephone handset from desktop
Instant access to CRM information
Advanced call control from within CRM applications
Bring phone features and functionality into the applications you use every day, eliminating the need to switch between programmes to message, call, and meet.
Click to Dial
Web-Page Dialing
Click to Hold
Click to Transfer
Built-in Call History
CRM Application Integration
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FAQs
Answers to some of our most commonly asked iSmile Buttons CRM Integration questions…
