RingCentral (voip)
- Oliver Nielsen (Unlicensed)
This page describes how to configure Sunwave to capture call information and notify Sunwave users of incoming phone calls.
Table of Contents
Configure Sunwave Webhook in RingCentral
Login to the RingCentral Developer Portal: https://developers.ringcentral.com/login.html#/
Navigate to the Developer Guide:
Navigate to Notifications and Events > WebHooks > Getting Started, then click Create Webhook App:
Enter an App Name, for example Sunwave Integration, and optionally provide a description:
Under the Auth section, select Password-based auth flow:
Under the Security section:
Add Call Control to the list of App Permissions.
Make sure the option “This app is private…” is selected.
Click the Create button at the bottom.
Configuring Sunwave
This section describes how to configure Sunwave to work with the RingCentral webhook.
Phone Setup
In Sunwave, go to Phone Setup under the user profile drop down:
Enter ‘ANI’ in the Phone ANI Param Name option, then click Save.
Mapping RingCentral Users to Sunwave Users
To map a user in RingCentral to the corresponding user in Sunwave, first get the RingCentral user ID:
Open the RingCentral Online Portal for the RingCentral App.
The Online Portal Link can be found in RingCentral Developer Portal (https://developers.ringcentral.com/login.html#/):
Go to Manage Users:
Click on a user, then copy the RingCentral user ID from the URL:
In Sunwave, go to Practice Setup > Users, then click on the corresponding Sunwave user:
Click Ok to save changes.
Configuring Lead vs. Opportunity Creation
When a Sunwave user answers an inbound call to RingCentral and the pop-up appears, customers can choose whether they want to create a new Lead or a new Opportunity.
To configure Lead vs. Opportunity Creation:
In Master Data > Manage Realms, modify the Incoming Call - Create Opportunity option:
Unchecked will provide the option to create a new Lead.
Checked will provide the option to create a new Opportunity.
Create a RingCentral Subscription
Subscriptions in RingCentral are used to monitor for specific events and trigger actions when they occur. This section describes how to create the subscription used to trigger calling the Sunwave Webhook.
Open the RingCentral API Reference:
Navigate to Events & Notifications > Create Subscription, then click the Change App:
Select the application you just created, then click Authorize:
You should receive a message indicating you are now ready to make API calls, click OK:
For eventFilters*, enter:
/restapi/v1.0/account/~/telephony/sessionsThe defines the filter for which types of events will trigger the Sunwave Webhook.
For transportType, select WebHook.
For address, enter:
https://emr.sunwavehealth.com/SunwaveEMR/phoneWebHook?method=ring_central_callback&sunwave_public_key=####################&sunwave_private_key=####################sunwave_public_key and sunwave_private_key can be found in Sunwave under User Profile dropdown > Phone Setup:
Using RingCentral integration in Sunwave
This section describes how end users will work with the RingCentral integration within Sunwave.
Users answering inbound calls in RingCentral can receive a pop-up upon answering a call, providing quick access to create a new Lead or Opportunity, or modify an existing opportunity if one is found associated with the Caller ID.
To enable pop-up call notifications in Sunwave, toggle the Receive Calls option in the banner area of Sunwave:
When the user answers a call from a new caller, the following pop-up will appear:
Click on New button to create a new Lead or Opportunity based on the realm configuration.
Inbound calls can be reviewed in the CRM > Calls section, here they can view all data captured about inbound calls including Caller Number, Disposition, Station User, Created by, Created date and time and Opportunity Id (if one is associated with the call):
RingCentral call data can also be analyzed using the CRM > Calls Dynamic Report:
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