Telephony Configuration

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Enable and Configure the Rosemark Telephony interface.

 

From the main Rosemark screen, click on File->Configuration->Telephony to bring up the following screen:

 

telephony_config_idle

Figure 232: Configuring the Telephony Interface

 

Enable Telephony:Check this to begin configuring the Telephony interface.
Provider:Select your provider from the drop-down list. This will only include providers that have partnered with Shoshana Technologies in offering this service.
Account:  This is the account number that you have with the telephony service provider.
Password: This is the password that allows the automatic process to login to your telephony account.
Update Clients and Caregivers:Check this to have Rosemark automatically populate your telephony system Client and Caregiver information.
Automatically link and verify settings:These four settings control how Rosemark decides which Shifts should be automatically marked as Verified Complete. Logins/logouts outside of these bounds will be left as exceptions for you to handle individually.
Retrieve historical data back to:This controls how far back for the system to collect telephony data. For example, if you have been using telephony for a long time and are just now connecting Rosemark with it, you may not want to collect the data all the way back, as this will take a considerable amount of time. The default is to go back 6 weeks.
Automatically retrieve Logins and Logouts:This checkbox controls whether the system collects telephony events from your telephony provider. When enabled, the system will check every 5 minutes to see if new Logins and Logouts have come in.
Last checked:This is the last time the telephony server was checked.
Status: This is the current status of the automatic process. Normally, you will just see "waiting", unless you catch it just as it checks. The possible statuses are waiting, checking, updating, idle and off. You should only see "off" when the "Enable Telephony" checkbox is cleared. Otherwise, it may be that there was a communication error and may need some attention. In this case, give Shoshana Technologies a call at 734-662-3537. List of Statuses and their definitions.

Most recent event: This will show the last telephony event that was collected.

Email No Shows To:This is where you put in any e-mail addresses where you want automatic notifications sent.You can put any number of e-mail  addresses, separated by commas. Note that text messages can be sent to any text-capable phone with the address formulated like an e-e-mail. The particulars are different depending on your provider but typically it's the full phone number, followed by the "@" symbol, followed by the domain name that the provider uses. For example, a Verizon number would be 7345551010@vtext.com. Check with your provider to determine the correct formulation.
Send Test Email:The Send Test Email button lets you test the addresses you have there to be sure they are correct. More about No Show notifications.

Default rounding: When using the login/logout times to adjust Shifts, Rosemark uses Default Rounding to give you the most likely nearby time. For example, if you have a default rounding of 5 minutes, a login at 9:56:05 would round back to 9:55. Note: the actual login/logout times will be preserved. The rounding is strictly for the purpose of adjusting Shifts when linking a Shift to a Login/Logout.

 

Telephony in use

You can read about how to make use of the telephony connection in Rosemark in the Telephony section of the User's Guide.