If the clinic uses a phone system Fetchit does not integrate with, they will most likely have a Vertex CallerID box installed and billed by Schultz Technology.
If no box is installed yet, contact Operations and Procurement. Once the box is configured and on their network, skip ahead to gathering the PMS settings.
A clinic on a CallerID box has no phone system to configure in a provider portal, and no phone system worker to create in Orion. The box publishes call traffic on the local network and the Fetchit service listens for it, which is set up during the CallerID box installation.