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SANDI - Click to call within client info box on the Dashboard

The click-to-call feature allows you to to select any client phone number listed and it will launch Teams to complete the call.

How to use Click-to-Call from the SANDI Dashboard

    1. From the Patient Dashboard

    clientbox

    2. Select the phone number in SANDI (Under the Client Information box on the Dashboard)

    3. Select Call to initiate dialing.

    How to set Teams as your default calling application

    1. From the Patient Dashboard

    clientbox

    1. Select the phone number in SANDI (Under the Client Information box on the Dashboard)

    2. Select the check box beside Always allow sandi-his-xxx………

    3. Select Open Microsoft Teams

    4. When prompted, to select a different application, select Microsoft Teams and check the box beside Always use this app

    5. Select OK

    3. Select Call to initiate dialing.

    Note: After initial setup you will only need to select Call when using click to call.

    Troubleshooting 

    How to manually set Teams as your default calling App if it does not automatically pop up as demonstrated above.

    1. On your PC Select Start (box icon)
    2. Type, Default Apps
    3. Select Default apps
    4. Scroll down and select Choose default apps by protocol 
    5. Scroll down until you see TEL (URL:tel) and Select it
    6. Choose Microsoft Teams from the list 

    Note: If you are still having issues with Click-to-call, please reach out to IT at it@vetmed.illinois.edu for assistance in troubleshooting the Windows issue.



    Keywordscall, teams, phone, dial, click,   Doc ID130279
    OwnerTina O.GroupUofI College of Veterinary Medicine Teaching Hospital
    Created2023-08-11 09:14:52Updated2023-08-14 12:59:22
    SitesUniversity of Illinois College of Veterinary Medicine Teaching Hospital
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