Purchasing and Configuring Phone Numbers

This guide explains how to purchase, configure, and manage phone numbers in TheraSaaS, including setting up forwarding, managing caller ID, and adjusting other key features.

1. Access the Phone Numbers Section

1. Log in to TheraSaaS.

2. On the left-hand side, go to Settings.

3. Click on Phone Numbers.

   • This page will display all the phone numbers you’ve already purchased.

2. Purchasing a New Phone Number

1. Click on the blue Add Number button on the right-hand side, then select Add Phone Number.

2. A pop-up will show available numbers.

   • You can filter the available numbers by country or area code.

   • For example, if you need a number from New York (area code 315):

     • Enter the area code into the search bar.

     • Click Apply.

     • A list of numbers starting with the desired area code will appear.

3. Choose a number by clicking the radio button.

   • The monthly cost for the number will be displayed on the right.

4. Once you’ve selected the desired number, click Proceed to Buy.

   • Complete the payment process to purchase the number.

3. Configuring Your New Phone Number

1. After purchasing, the phone number will appear in the Phone Numbers section.

2. To configure it, click on Edit Configuration.

   • Name your phone number: For example, “Practice Intake Number” or any other label that helps identify its purpose.

   • Forwarding: If you want calls to this number to be forwarded to an existing company number, enter the forwarding number.

4. Managing Caller ID and Call Features

1. Caller ID:

   • You can choose whether to display the Caller ID (just the phone number) or the Caller Name.

   • If you want only the phone number to be shown, check the Pass Caller ID checkbox.

2. Call Connect Feature:

   • Recommended OFF: This feature asks the user to press a key before answering a call, which can interfere with call reporting. It's best to leave it unchecked.

3. Whisper Message:

   • This feature plays a short message before you answer a call, such as “This call is from your practice.”

   • Enable if you want a notification before answering, otherwise leave it off.

4. Call Recording:

   • Recommended OFF: For privacy and compliance reasons, call recording should typically remain off unless necessary.

5. Adjusting Call Timeouts

1. Incoming Call Timeout and Outgoing Call Timeout:

   • Set these to 30-40 seconds. This gives enough time for the call to ring before it goes to voicemail.

6. Assigning Users to Receive Calls

1. Ring to All Users: If you want all users within your TheraSaaS account to receive calls, check the Ring to All Users box.

2. Ring to Specific Users: If you want the call to ring to specific users, select the users (up to 8) from the list.

7. Finalize and Save Configuration

1. After making all desired changes, click Save to apply the configuration.

8. A2P and Voice Registration

• The next step is to register your phone number via A2P (Application-to-Person) and voice registration in the Trust Center.

  • This is necessary for verifying the number with mobile carriers and allowing text messaging.

  • Instructions for this will be provided in a separate video.

Conclusion

By following these steps, you can successfully purchase and configure a phone number for your practice through TheraSaaS. Remember to adjust the features to match your practice's needs and register your phone number in the Trust Center for full functionality.