Phone setup connects your practice line to Ira so she can answer calls, book appointments, look up patients, and create transcripts for your team.
New number: use a dedicated Savvy Agents number. This is the fastest way to test and start answering calls.
Forwarding: keep your existing carrier and forward all calls, busy calls, no-answer calls, or after-hours calls to your Savvy Agents number.
Porting: transfer your existing number to Savvy Agents when you are ready for direct routing.
Start with overflow forwarding: send calls to Ira only when your team is busy or does not answer. This lets Ira catch missed calls while your staff gets comfortable with the workflow.
Call the Savvy Agents number from a cell phone.
Ask Ira a normal patient question, such as office hours or booking availability.
End the call and check that the conversation appears in the Inbox with a summary and transcript.
AT&T or Verizon: dial *72 plus your Savvy Agents number, then wait for confirmation.
Spectrum, RingCentral, Vonage, or other VoIP: use the provider admin portal and set call forwarding to your Savvy Agents number.
If you are not sure which forwarding option to use, contact support with your carrier name and current routing goal.
