This step creates a phone worker pod on our cloud servers. The pod connects to the clinic's phone system, the one you configured earlier, and listens for incoming calls at the clinic. When it picks a call up it messages our lookup service, which cross-references the incoming number against the client ID in their PMS. That is what lets the backend dispatch a correctly coloured and titled bubble to the desktop application.
If the clinic is not on a supported phone system, they will have a CallerID Vertex box, which needs no phone worker. Skip to the PMS settings.
On the client's page in Orion, select Create Phone System Instance and enter the credentials for their provider.
CoreDial (Clear Voice)
Enter the username and password of the Fetchit user you created in Clear Voice.
Ring Central
Enter the JWT token you created in the Ring Central developer portal. The Fetchit app's client secret is in ITGlue.
White Label
No additional details. The webhook does the work, and it already carries the client's internal identifier.
Skyswitch
Enter the domain name from the Skyswitch PBX portal, and the API username and password you created there. The Schultz Technology API account is API@schultztechnology, with its password in ITGlue.
Popup delay in seconds holds the popup back by a set interval. Use it when a customer complains that bubbles appear too early.
