Admin | Click To Dial
Canvas allows you to easily dial a patient's phone number with just one click. The click to dial feature can be found next to the patient's name in the patient chart, registration view, claim's view, and from an appointment card in the Schedule View.
Click to Dial Settings
Click on the triple line menu in the Schedule view to open up Settings
Locate and select Config under the Constance section
Locate the Dialing Service setting
Enter the name of the phone number software e.g. Zoom in the DIALING_LABEL field
Enter the url that will be used to dial the phone number in the DIALING_URL_TEMPLATE field
The URL will vary depending on the service used. For example, for Zoom phone licenses the URL is zoomphonecall://{number}
Select Save to update the settings
NOTE: Selecting Reset to default will clear entries.
Click to Dial in the Schedule View
Ensure the above steps have been completed
Navigate to the schedule create an appointment
Select a patient name
Locate and select the phone icon next to the patient name
Select Dial number with *** (Dialing Label will appear here)
Phone number link will open in a new tab and keep the current tab active
Click to Dial in the Patient Chart/Registration Page/Claim's View
Ensure the above steps have been completed
Navigate to a patient's chart/Registration View/Claim's View
Locate and select the phone icon next to the patient name
Select Dial number with *** (Dialing Label will appear here)
Phone number link will open in a new tab and keep the current tab active
Plugin Click to Dial
Click to dial can also be configured by a plugin. Dialing Service settings make the patient header's primary number clickable when both DIALING_LABEL and DIALING_URL_TEMPLATE are set. Those settings affect the patient header only.
A plugin can make phone numbers clickable in three chart areas: the patient's own numbers, patient contacts, and external care team. For each area, the plugin chooses whether a click opens the device's phone app or is handled by the plugin itself. Fax numbers are never clickable.
Important: A plugin that answers replaces the Dialing Service settings rather than adding to them. A responding plugin speaks for every area, including areas it does not configure. This means the patient header stops using DIALING_URL_TEMPLATE unless the plugin explicitly includes the patient area. If the patient header no longer dials through your softphone after installing such a plugin, check whether the plugin is responding without configuring the patient area.
Developers can review the phone dial configuration reference docs.