To configure this feature:

1. Ensure Configuring Patient CRM is complete.
2. Navigate to Admin > Configuration > Objects > user__sys > Layouts.
3. Select the user_detail_page_layout__c layout.
4. Add the omniconnect_integration__v field to the General Info section.
5. Select Save.
6. Navigate to Business Admin > Objects > omniconnect_integration__v.
7. Select Create.
8. Select Amazon Connect in the Create OmniConnect Integration field.
9. Select Continue.

10. Enter the following:

    • Name
    • Select Amazon Connect in the Integration Platform field
    • Enter the dimensions recommended by Amazon in the Embedded UI fields, which designate the size of the control panel for managing calls:
      • Embedded UI Height: 472
      • Embedded UI Width: 412
    • Enter the URL provided by Amazon in the OmniConnect URL field
    • Enter the URL provided by your IT Admin into the Single Sign-On Redirect URL field to allow users to log in to OmniConnect using Single Sign On (SSO) (optional)

      If users do not use SSO to log in, they must enter their Amazon Connect credentials in a separate tab after opening Patient CRM.

      

11. Select Save.

For each end user:

1. Navigate to Admin > Users & Groups > Vault Users.
2. Select the appropriate user.
3. Select the Edit icon.

4. Select Amazon Connect in the OmniConnect Integration field.

   

5. Select Save.

Configuring Phone Numbers

The Region where your Amazon Connect instance is created determines which countries you can call by default. See Amazon Connect's documentation for more information.

To enable Patient CRM representatives to place an outbound call by selecting a phone number link:

1. Format phone numbers in the international E.164 standard, which requires:

   • A ”+” symbol
   • The country code (for example, 1 for the United States, 44 for the United Kingdom)

   • The national phone number (the remaining digits after the country code, without spaces or special characters)

     For example, a United States phone number of (555) 123-4567 should be formatted as +15551234567 in Vault CRM.

2. Configure the country code on the following fields:

   • Person Object (associate_contact__v)
   • Mobile (mobile_phone__sys)
   • Office Phone (office_phone__v)
   • User Object (user_contact__v)
   • Facetime Phone (facetime_phone__v)
   • Mobile (mobile_phone__sys)
   • Office Phone (office_phone__v)
   • Accounts Object (account__v)
   • Assistant Phone (personassistantphone__v)
   • Home Phone (personhomephone__v)
   • Mobile (mobile_phone_cda__v)
   • Office Phone (office_phone_cda__v)
   • Other Phone (personotherphone__v)
3. Grant read access to Patient CRM end users for country fields on the Person, User, and Accounts objects.

If OmniConnect is configured, you are able to answer inbound and place outbound calls from within the Patient CRM console.

Signing In

The steps for signing in to Patient CRM when OmniConnect is configured depend on whether SSO is configured.

Using SSO

1. Navigate to the SSO app.
2. Select Amazon Connect in the app and follow the authentication steps.
3. Open Vault CRM.
4. Select the Patient CRM tab.
5. Select the OmniConnect button in the lower left corner, which initially indicates a status of Not Ready. The button updates from Not Ready to Available without requiring you to sign in to Amazon Connect.

Not Using SSO

This method uses Third-Party Cookie Authentication, which is being deprecated by Google. When Amazon Connect switches to a different login method, we will update these instructions.

1. Sign in to Vault CRM.
2. Select the Patient Center tab.
3. Select the OmniConnect button in the lower left corner, which initially indicates a status of Not Ready.
4. Select the Login button.
5. Enter the Amazon Connect login credentials provided by your IT Admin in the Login browser tab, then close the tab.
6. Return to Patient CRM. The OmniConnect button updates to Available to indicate you are available to receive calls.

Indicating Availability for Calls

The OmniConnect button in the lower left corner enables you to indicate your availability to receive incoming calls. In this example, the button currently displays a status of Not Ready.

The OmniConnect integration allows users to freely navigate throughout Vault CRM applications while connected to live calls. The only exception is Business Admin or Admin user interfaces. Calls do not persist when navigating to those interfaces.

Select the appropriate option (Available, On a Break, In a Call) from the OmniConnect drop-down list. The text on the OmniConnect button updates to indicate the selected option.

Answering a Call

When a call comes in, an alert displays in the lower left corner with options to answer or reject the call.

When you answer the call:

1. If you are in an area of Vault CRM other than Patient CRM, the display switches to the Account Search tab of Patient CRM
2. A telephone icon displays on the Account Search tab
3. The OmniConnect button indicates you are in a call and displays buttons for muting the call and placing it on hold
4. A control panel with options for managing the call displays in the lower left corner. Select the OmniConnect button to collapse or expand the control panel as needed.
5. An Account Search field auto-populated with the caller’s phone number displays

Placing an Outbound Call

Patient CRM representatives can place outbound calls using either the OmniConnect number pad or phone number links. The OmniConnect status does not have to be set to Available to place a call.

Using the Number Pad

Patient CRM representatives can place an outbound call using the OmniConnect number pad by manually selecting the numbers or pasting a phone number into the text field.

Using a Phone Number Link

If a phone number displays as a link, Patient CRM representatives can select the link to initiate a call to that number.

Phone numbers display as links as long as the user is signed in to OmniConnect and the case is not Closed or Solved.

Outbound Call Behavior

While the outbound call is ringing, the OmniConnect button displays a status of Calling. If the call is answered:

• The OmniConnect button status changes to In a Call
• A telephone icon displays on the case tab
• If multiple case tabs are open, the case tab from which the call was placed moves to the right of the Account Search tab

When the call ends, the OmniConnect status changes to After-Call Work for a length of time designated in the Amazon Connect settings. You do not receive calls during the After-Call Work period.

A record of the outbound call displays in the Case Timeline.

A warning displays if you try to make an outbound call while already on a call.

Outbound Call Errors

Patient CRM displays an error message if an attempted outbound call fails to initiate. The error message displays the reason for the failure.

Refreshing the Browser While Not Connected to a Call

Refreshing the browser when not connected to a call results in a reload of the embedded OmniConnect user interface. The OmniConnect status temporarily reverts to Not Ready before returning to the previous state.

Refreshing or Closing the Browser While Connected to a Call

Refreshing or closing the browser tab while on a connected phone call interrupts but does not disconnect the voice connection. A warning displays that can be dismissed by the user. This is a limitation of the browsers and cannot be controlled by the Patient CRM application.

For Chrome users, if the user does nothing with the warning after 5-10 seconds, the dialog times out and the action is carried out.

To configure this feature:

Ensure Configuring Patient CRM is complete.

1. Ensure users' Genesys Cloud authentication token expiration is set for at least 8 hours (or a full workday).
2. Navigate to Admin > Configuration > Objects > user__sys > Layouts > user_detail_page_layout__c.
3. Add the omniconnect_integration__v field to the General Info section
4. Select Save
5. Navigate to Business Admin > Objects.
6. Select omniconnect_integration__v.
7. Select Create
8. Select Genesys Cloud.
9. Select Continue.

10. Enter the following:

    • Name - Genesys Cloud
    • OmniConnect URL - Enter the URL provided by Genesys Cloud
11. Select Save

For each end user:

1. Navigate to Admin > Users & Groups > Vault Users.
2. Select the appropriate user.
3. Select the edit icon.
4. Select Genesys Cloud in the OmniConnect Integration field.
5. Select Save.

If OmniConnect is configured, you are able to answer inbound and place outbound calls from within the Patient CRM console using the Genesys Cloud embedded UI.

To sign into Genesys Cloud:

1. Sign in to Vault CRM.
2. Select the Patient Center tab.
3. Select the OmniConnect button in the lower left corner, which initially indicates a status of Not Ready.
4. Select the Login button.
5. Enter the Genesys Cloud login credentials provided by your IT Admin in the Login browser tab.
6. Select Log In.
7. Close the tab.
8. Return to Patient CRM. The OmniConnect button updates to Available to indicate you are available to receive calls.

Indicating Availability for Calls

The Genesys Cloud status displays in the bottom of the Genesys Cloud embedded UI. The equivalent OmniConnect action button displays the user’s current status.

OmniConnect Status	Genesys Cloud Status
On Queue	On Queue
Not Available	Busy Away Break Meal Meeting Training Out of Office
Off Queue	Available

Select the appropriate option from the Genesys Cloud drop-down list.

Answering a Call

When a call comes in, an alert displays with options to answer or reject the call.

When a user answers a call:

• If you are in an area of Vault CRM other than Patient CRM, the display switches to the Account Search tab of Patient CRM
• A telephone icon displays on the Account Search tab
• The OmniConnect button indicates you are in a call and displays buttons for muting the call and placing it on hold
• A control panel with options for managing the call displays in the lower left corner. Select the OmniConnect button to collapse or expand the control panel as needed.
• An Account Search field auto-populated with the caller’s phone number displays

When the call ends, the OmniConnect status changes to Wrap-up. Users do not receive calls during wrap-up.