X.0.1 - Click to Dial Log - Integration with VXT

Content

Introduction
How to Make a Call?
VXT Call in the Click to Dial Log
Edit a Call
Previous Call Log
How are  Shift Logs  Generated for a  Member/Client?
How are  VXT Calls  Saved Against a Shift?
Profile Specific Call Links
Access  Profile Type in EOH from VXT

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Introduction

The integration of Entire OnHire with the VXT App streamlines workflows, enhances efficiency, and saves time by seamlessly connecting with  Entire's preferred click to dial partner, VXT.   This integration enables users to initiate calls by clicking a call icon (tel   link) or phone number in the web browser, thereby eliminating the need for manual dialing.

Entire OnHire integration with VXT includes following features:

• Click to Dial Functionality: VXT integration supports click-to-dial functionality directly from Entire OnHire. By selecting a tel   link available on various Entire OnHire screens, a VXT call is initiated instantly, thereby saving time and enhancing workflow efficiency
• Automatic Call Recording and Transcription: efficiently record and transcribe calls to ensure  that all important conversations are captured, with transcripts automatically linked to the  relevant profile for easy review
• Caller Identification: Contacts are synchronised  between Entire OnHire and VXT, enabling enhanced caller identification by displaying the caller’s name upon receiving the call. This ensures that you are always informed about the caller's identity and the context of the conversation, thereby enhancing the smoothness and personalisation of interactions

How to Make a Call?

To Make a Call:

• Click the Make a Call from the Click to Dial Log page 

• The 'Open Pick an app' pop-up opens, click the Open Pick an app button

• For a first-time call, it is necessary to select the appropriate calling application, such as VXT Desktop

• On clicking the VXT  Desktop app (or any other app), the VXT app opens as shown in the figure below.   You can make a call by clicking the Call button from:
  
  1. The recent call history list of the  VXT App

          2. Or start a new call from your Contacts list 

  VXT Call in Click to Dial Log

When the call is performed and saved in VXT, the call log for the incoming/outgoing call is generated in the Click to Dial Log page for Client, Member, Professional, and Applicant as shown in the figure below.

To initiate a VXT call from the Click to Dial Log page:

• Click the tel link available in the Call To column
  
  
• Or in the expanded view, you can click the tel   link of the Contact Number 
  
   

Expand/Collapse View for a Call

To expand or collapse the view of a VXT call, click the expand/collapse icon to access all available details of the VXT call.

Based on the selected Call Type, the Notes (including Shift Details), Call Tag, VXT Conversation link (if applicable), Reason of Contact, Contact Outcome, Contact Number, Source, and Created By details are displayed.

Edit a Call

You can edit existing VXT calls in the Click to Dial Log   page. To edit the existing VXT calls:

• Click the three-dot icon of the VXT call and select Edit as shown in the figure below. The existing call log will open in edit mode with pre-loaded information

• You can edit Call Status, Notes, Call Tag, Log Type, Reason of Contact, and Contact Outcome. Note that the Source is displayed as 'VXT' in read only mode

• The Call Status can be 'Successful', 'Unsuccessful', 'Missed Call', 'Revert Back',
  and 'Call Dialed'
• For the profile type as Professional, you can edit Related To Client option
• Once all the details are edited, click Save

Call Tag

For VXT calls, the Call Tag is determined based on the origin of the call. For instance, if the call is initiated from Personnel Card, the tag 'Personnel Card' is applied. If initiated from the Search Professional screen, the tag 'Professional' is used. Calls originating from the Allocation screen related to a shift are tagged as 'Shift Log', and from the Click to Dial Call Log screen are tagged as 'Click to Dial Log'.

Create New Tag from the Add/ Edit Screen

You can create new call tags as per your requirements. To create a new tag in the Call Tag field:

• Enter the name of the new call tag
• A prompt will appear stating, 'Do you want to add a new item - <name of new call tag>
• Click Add new item and the new call tag is created and available in the Call Tag drop down for selection

COFIRM IN THE APPLICATION, IF THE NEW CALL TAG IS ADDED IN MASTERS.

Previous Call Log

You can view the previous call log of the Outgoing/ Incoming VXT call by clicking the previous call log icon, as shown in the figure below.

How are Shift Log Generated for a Member/Client?

A shift log is automatically generated when a call icon (tel  link) or phone number is clicked from the Member Contact Card or Client Contact Card in the Allocations screen for the shift. This process facilitates to generate a traceable record of communication and outcomes, ensuring compliance and supporting audit purposes.

The Shift Log is generated when:

• A caller clicks a call icon (tel   link) or phone number from the Member Contact Card or Client Contact Card in the Allocations screen for the shift

• On clicking a call icon (tel link)   or phone number, the Shift Log is generated for the member/client in the Allocations screen
•  The Shift Log shows:
  •  Date and Time of the call
  •  Action -  
    • For member: 'Call to Member'
    • For client: 'Call to Client'
  •  Staff - name of the staff
  •  Member - name of the member
  • Notes (if any)
  • Reason description  -
    • For member: 'Call Dialed to Member from Allocations screen - Member Contact Card'
    • For client:   'Call Dialed to Client from Allocations screen - Client Contact Card'
  •  Professional  - name of the professional

• Simultaneously, in the Click to Dial Log page, a log is generated for this call
  
  In the call log, the Call Status is displayed as 'Call Dialed' with all the Shift Details in the Notes, Call Tag as 'Shift Log', Source as 'Click to Dial - Allocation  Screen', Related To (in case of Professional) as shown in the figure below

How are VXT Calls Saved Against a Shift?

The VXT call details are saved for a Shift:

• When user performs a call through Member Contact Card or Client Contact Card from the Allocations screen for a shift, a call log is generated in the Click to Dial page   with the status as 'Call Dialed'

• If the caller saves the call details in VXT app within 30 minutes, and the 'Call To' and 'Call From' information are identical, the call details are updated in the Click to Dial Log page, and the Shift Log is generated for the member/client in the Allocations screen of EOH. Note that in this case VXT API calls will be consumed. 

• The Shift Log generated for the member/client in the Allocations screen shows:
  •   Action -  
    • For member: 'VXT Call to Member'
    • For client:   'VXT Call to Client'
  •  Notes - 'Conversation Details Open in VXT' link. Click the 'Open in VXT' link to open conversation in the VXT App
  • Reason description  -   'VXT Call'

• On clicking the 'Open in VXT' link, you can play the audio or download the recorded message

• Simultaneously, in the Click to Dial Log page, a call log is updated
  
  In the call log, the Call Status is updated as 'Successful' with the VXT Notes appended in the existing Notes, Call Tag as 'Shift Log', Source as 'VXT', and Related To (in case of Professional)

Related To

When a VXT call is initiated via the Search Professional screen, the client's name selected in the VXT call pop-up will be displayed in the Related To field. Note that all the clients associated with the selected professional will appear in the list.

Profile Specific Call Links

The profile specific VXT call icons are available on various screens, similarly as explained in the Click to Dial Log article, allowing you to initiate VXT calls for the selected profile directly.

The VXT call option will be activated in the Personnel Card, Member Contact Card, Client Contact Card, and Search Professionals screens, indicated by the green call   icon as shown in the figures below.   

Within the Allocations screen, the Shift log is generated from the Member Contact Card and Client Contact Card. On the Personnel Card and Search Professionals screens, you can initiate both incoming and outgoing VXT calls. The recorded calls will be displayed in the Call History page and the shift log will not be generated.

1. Search Professional
   Navigation: Profiles → Professionals → Search Professional
   
   
2. Personnel Card of the Member/ Applicant
   Navigation: Home → Personnel Card → Select Member
   
   

Access Profile Type of EOH from VXT

From the VXT App, staff can click the respective links to open the contact profiles of member, client, applicant, and professional in Entire OnHire.

On clicking the link shown above, the selected member, client, applicant, and professional profiles will open in Entire OnHire.

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Related Link:

Click to Dial Log Article
X.0.1  Release Notes