Today in order to be respectful for everyone attending. And to those that are presenting today, which is myself, all attendees have been muted.

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With that, let’s go ahead and get started. I’d like to introduce myself.

My name is John Florence and I’m the vice president of industry solutions here at Xima Software.

I’ve been with the company now for 13 years and my role is a very awesome position. Get to help our sales team and I oversee our sales engineering team and I get to take that feedback.

We get from customers, we get from our partners. And what customers are looking for in the market. And then I can either address that with our solution or I can take that information to our product team and our chief product officer, Aaron Johnson, and they can evaluate how Xima might be able to help those different pain points and needs and that’s 1 of the great things we’re doing here today is addressing integration with Microsoft

Teams. We’ve had a lot of customers and partners ask about integration with Teams. Our product team did an excellent job like, okay, what does that mean?

What is it you’re looking for? How are others doing it and how we could maybe. Do it a little bit differently or better.

So, here’s our agenda of what we’re gonna cover here today. Why teams? Again, why do people want integration with Microsoft Teams?

What are the different supported environments within Teams? What is Xima’s exact value proposition?

What did we do to make this teams integration and how is it going to make your jobs and your teams jobs lives better and easier.

So we’ll review the value proposition, the different features of that, and then I’ll show you a live demo.

We’ll then review what licenses are required both from a Microsoft Teams, whatever your phone system is, as well as within Xima.

And then next steps, if you liked what you saw here today and you want to learn more, we’ll want to consider adding this to your solution.

What can you do to do that? Okay. So why teams? Why does so many people care about teams integration?

Well, the main reason is it’s everywhere. In 2022 Microsoft Teams reached 300 million users.

Up from 270 million in 2021 and that number’s just grown through today.

Okay, over 1 million organizations use Microsoft Teams as their default messaging platform. So they’re already using it as the client on their PC.

And that’s 1 of the big demands as you can see there is. With when you get into the cloud space whether it’s again the Telecommunications, your phone systems, UC meetings.

It’s a lot of different applications on the PC. And so what a lot of people are looking for is to consolidate that onto a single device, really providing that phrase a single pane of glass.

Okay. And again, this integration request came from partners, from prospects, from customers. A lot of people ask, you know, What are you looking for when it comes to Teams integration and they want a simplified?

Customer and user experience. That was the kind of the main thing people are looking for when it comes to Microsoft Teams integration.

Now there’s a lot of different teams environments out there. Okay, so which ones does this work in?

Well, again, this is designed around unified communications. Xima is a cloud contact center and unified communications solution.

So it’s really revolving around that. So the supported environments within teams could be direct routing.

This is where Teams is your actual phone system as well. Same as Operator Connect just a little bit different of an interface, but in essence you have an SBC.

That is connected to the PSTN, the outside world. And then Microsoft Teams is also your phone system.

That’s 1 area, but there’s a lot of businesses that they don’t use Microsoft Teams for the phone system, but they’re using it again for their meetings.

They’re using it for their a. Their internal chat tool. But they have some sort of other phone system.

Such as a ringcentral and that sapiens, a 3 CX and Avaya, Metaswitch, and Asterix, Mitel, that the list goes on and on.

Those companies still have Microsoft Teams and so they’re asking about that. The good news is, is our solution works.

In all 3 different environments. So really at the end of the day. With the Xima Cloud Contact Center.

And whatever phone system you have, you can have that Teams integration. Okay, so what what is that what does that integration look like?

What is the feature set? 1st feature set single sign on. So as long as you utilize the same email address that your users are using for Teams.

And Xima’s agent client interface or Web RTC softphone. You can have single sign on and that can all live within side of Microsoft Teams.

So when they launch Teams, they click on the contact center, they’re automatically logged in.

That’s great. That’s that’s what a lot of people do. That’s what a lot of solutions in the market did.

So they have that embedded client and then single sign on. But another important thing that we wanted to take a step further is bidirectional presence sharing.

This was a big one. This one was a big one in the market because if you don’t have that bi-directional present sharing, it can cause and introduce a number of different problems.

You might have single sign on in the embedded client, but really they’re not. Talking to one another.

They’re living within the same umbrella, if you will, but they’re not talking to one another.

And so that can cause a problem. Some examples of the problems are I had a lot of customers that were on Microsoft Teams and Contact Center, and then get on a Teams webinar, kind of like we’re on a Zoom Webinar, but they’d use Teams.

The problem is, the contact center, if they don’t have that bi-directional presence, it doesn’t see it.

And so they’d be in a meeting or they would be on internal call with in teams maybe. And then they would get presented a contact center call.

They’d get calls while they’re busy. And it’s because the 2 platforms weren’t talking to each other.

We addressed that with that bi-directional presence in our development team did an outstanding job with that and I’ll explain what I mean when we talk a little bit more about that.

Then people also wanted reporting. From Teams. What those employees are doing both in Teams as well as within the contact center.

So we’ve combined all that into a single interface. And then notifications. The reality is, is you might have teams as your client, but it’s not going to be sitting up on your screen the whole time.

So just like Teams will pop up with those Windows notifications about upcoming meetings. The calendar.

If you’re not looking at the contact center, you get Windows notifications saying, hey, you’ve got a call coming in or hey, you just had a chat presented to you or you just got an SMS text or an email routed to you.

Okay, so again, the embedded app. It is just an application found within the MS Teams app store.

If you go search this today, you’re not gonna find it. That is in the approval process from Microsoft Teams.

They don’t really give a timeline of when that is approved. But it is kind of a soft approved.

They get a little process to show it in the gallery, but we can send you a link to that app, if you will, that allows you to download it and then it will show up in your app gallery.

Okay, again, once it’s in there, it has that single sign-on. So when people log in within Teams, they click on the Xima client down here.

It automatically logs them in and as well to all their different channels. Now again, for that single sign-on, this is important to understand.

It must be using the same email address. So they have to be using our agent client with Web RTC and it’s using that same email address.

Between the two. Otherwise it doesn’t know how to authenticate the two. Naturally, it’s using that email address.

Okay, now one of the things that we had to do, and I’ll explain why we had to do this.

First-time users when you log in it will prompt you to download a Xima agent client. This is referred to internally as, in essence, a headless client.

New name’s coming, but it runs in the background. As a system tool in your system tool tray.

Just kind of a silently running app in the background. And in essence, the reason why is this client here.

Whenever you have these inside a Microsoft Teams, it’s in essence using an iframe.

Well, an iframe is only active when you’re actively looking at it. And so the problem is if you don’t have a client installed on your PC, if your team clicks away from the Xima client or really any client inside of Microsoft Teams.

It will in essence pause. It’ll stop that screen if you will. And so by having that client installed, it keeps that client interface active.

It keeps it open. So that way if your agents aren’t actually on the screen, they can again get those notifications.

They can still be presented calls. They can be on active calls. And then move away from that, go check the presence inside of Teams to see who’s available, who they want to transfer that to, chat with someone internally, they can still do their job.

This is actually one of the unique things that we did. At Xima. That was one of the pain points from other solutions.

Oh, and I click off of it, it doesn’t really function or work. And there’s a number of different ways other companies address that.

Which I’ll actually talk about here in a little bit. Again, the bi-directional presence.

This was a big one. Because again what happens is your employees can actually affect their status in two different areas when they’re using Microsoft.

They can tell people they’re busy in Microsoft. Well, Xima or any other contact center solution is gonna have a status as well.

You don’t want to have to have and rely on your employees to make sure you go updated in both places.

Now they don’t need to worry about it. If they make themselves busy over in Xima, whether they get on a call.

Or they’re unavailable or they go in our do not disturb that’ll push that state over to Microsoft so everyone in Microsoft will be able to see that state.

Or vice versa, if they do something inside of Teams, like get on a call in Teams, a team meeting, that’ll push the state to the contact center saying, hey, they’re in a meeting.

They cannot take a call. Now, we decided to allow them to still take a web chat in an SMS because those don’t necessarily need to be responded to right away, but it won’t present them calls.

While they’re on another caller in a meeting inside of Teams. And then we also report on all these different details.

Okay, so again, here you can see when they’re in Xima, if they’re on a call in Teams, that’ll tell everyone in Teams, they’re in a call.

Or again, whatever the different states are. Now one of the other things that we discovered when talking to customers, partners, and as we dove into the documentation from Microsoft.

The bi-directional presence sharing Microsoft. States in their documentation. This can take up to one minute.

To push those states. As a customer you can imagine, you probably don’t really want that. Oh gosh, if they get on a call, I’m not gonna see it over in Microsoft for up to a minute.

We found this to be problematic as I imagine you would as well. So our team found a better way.

Ours will update within 5 seconds. So it’s got about a five-second refresh rate on that.

And you’ll see it live. So now you can effectively manage what is happening in both applications. So great job by our team there.

And again, I’ll show you that live. Okay, and again, the reporting of these things.

So if they go in those different states inside of Teams. A busy state, a DND state, an away state.

We’re going to track those and you can add them in essence to any of your reports. So you can now see a holistic view of what your teams are doing.

Okay, how much time they spend on contact center calls, how much time do they spend in teams meetings?

How much time did they spend and do not disturb or away? Or again, the different day-to-day activities.

You have full access to everything that they’re doing. Okay, now other solutions in the market.

There are other solutions out there. I just have a few examples in here and how they did it. But again, these can present some additional risk, so 8 by 8.

What they do is in essence a call forwarding option. And so this requires in essence two phone systems.

You have 8 by 8 and you have MS Teams as a phone system and they in essence just forward the calls to one another.

That’s great. That helps with the presence because it’s actually sending the call to Teams and that will affect the presence inside of Teams but in essence you’re now still managing two systems and you’re paying for two systems.

Okay, RingCentral. Again, they have a client. So 8 by 8 doesn’t have a client that you have to install, but you’re paying in essence for two systems. RingCentral.

You can have Teams for whatever it is you’re doing, but you don’t have to subscribe to the Teams phone system.

You can use RingCentral as the phone system. They also have a client, but in essence, they pop their softphone out.

Because again, if it doesn’t pop out, if you click away from it, the audio is going to stop.

It’s gonna go away. And so I’ll actually show this so you can just see an example of what other solutions are doing.

The downside to this again. They’re integrated. But when you get on a RingCentral call, Microsoft Teams doesn’t know that you’re on a call.

Cause again, it’s just kind of running as an iframe it’s running as a webpage in there.

It’s not actually pushing the states to that. Genesys did something similar. They pop out a slim down version of their contact center.

And so they’re not really talking to one another. So again, these are great. But they can present other problems and challenges is what our product team got.

For example, duplicate calls to agents where they’ll be on one call. That was a direct call and they’ll still get a contact center call and that can happen because again, the two different systems aren’t talking with one another.

Or if you solve that problem, well then team members might not know if they’re actually available or unavailable because of that bi-directional presence.

Just depends on what different applications you want to give to the different team members. So let me go ahead and show you exactly what I was just describing here.

Okay, so here you have your Microsoft Teams client. And again, this is single sign-on.

So if I were to click off of this and I were to just launch my Teams client. And then I have my Xima app down here.

It is labeled Xima. That little authentication there, that is single signing on. And here I had a webchat in queue and I can go ahead and accept that web chat.

But here I have my different presence statuses. I can in essence affect this two different ways. I can go on, do not disturb here within the contact center.

00:32:13.000 –> 00:32:22.000 Now we ended a little early here today. I was anticipating that. So feel free to add the Q&A into the field, but I did forget to show you something.

00:32:22.000 –> 00:32:26.000

ChatGPT

Okay, and you’ll notice when I did that. Notice up here in Teams. It changed that state as well.

Everyone inside of Teams is going to see, oh, John’s on Do Not Disturb. I didn’t touch that.

I just did it with Inside of Xima. If I click off of Do Not Disturb here, that’s going to change my state and you’ll see now up here inside of Teams. I’m available.

Or vice versa. You know what? Maybe I’m over here somewhere else in here inside of Teams, but I come over here and I’m like, you know what?

I’m gonna appear away. That’s going to change the state over in the Xima client. And we’re going to log that.

There you can see. My phone is no longer available. Again, we decided to allow people to still get emails.

To still get chats. You go on vacation, you’re still going to get emails. It’s kind of the same idea.

But then management, they can do that. They can go over here to their supervisor view and there they can see the different states.

Oh, John’s in an away state. How long has he been in that away state? Or if I were to change this to a be right back state, that’s going to change to that be right back state.

So that way if calls come into the queue, that’s not going to cause a problem. So I’ll go ahead and place a call into the queue here real quickly.

Oh, there’s my Microsoft Teams line.

And now you can see, oh, I’ve got a call in queue. And agents can see that.

That’s the benefit of having that big wallboard. Or again, those windows pop-ups and alerts.

Oh, you’ve got a call in queue. Oh, that’s why I’m not getting it.

I’m in my be right back state. Let me make myself available and that’s going to then present that call to me once it brings over my phone state. There it comes.

Here it is. We also now have an integration with EHR systems as well as CRMs, where we can pull in information.

But now I’m on that call. All living with inside of Teams. If you’re not using our Web RTC.

Just something to be aware of. As a supervisor over here in your supervisor screen, again, you can see that they’re talking.

Everyone inside of Teams is going to see, oh, John’s in a call. So everyone has that same presence, but within our supervisor view, if you’re using Web RTC, you do get call monitoring.

Allow. Every time. Okay, so I can listen in. I can whisper, I can barge in on this agents calls and they’re gonna get notifications over here inside of Teams if a supervisor joins their call.

There you can see I got another channel. Looks like someone sent in a test message, so I’ll demo that here in a second, but now I’m on my call and I can go back to it.

I can enter my notes. I can enter my account codes. Again, just to show that back-and-forth integration, if I were to end this call, it’s going to keep me in my ACW state.

Xima’s tracking that ACW. But it’s still going to keep them in that.

In a call state. Until their ACW runs out or they say I’m done and now that’s going to make them available here.

As well as within the phone. Now again, a big use case is people forget, oh. I don’t change my state here in the contact center and I join.

A webinar, much like we’re doing today. So I’m going to join a Teams link.

So here I’ve got a meeting scheduled for later this week. If I were to join this now.

There you can see I’m in the queue of the Teams bridge, but that updated my state up here where it’s tracking, oh yeah, John’s in a call, so if they join a meeting.

We’re going to keep track of that state if you go back over here to that supervisor view. You can see John’s busy, he’s in a call.

So you now know, okay, John is in a Teams meeting and all those states. All those values we track and you can run reports on so you can go over here to your reports.

And see, okay, how many Teams calls? Those could be meetings, those could be direct calls using direct routing if using that, how much time or how many times did John go into a busy state?

A be right back state. A do not disturb in Teams. Or again, all of our different reason codes.

Within the contact center and you can apply these values to any of the reports because again you have that customization within the report so maybe on this multi-channel report here. You know, I’m not tracking any of that DND time.

If I wanted to add Teams DND, contact center DND, away states. I would just come in here, edit that report.

And start adding my different values and metrics. That’s how easy it is to gesture report.

Now it’s gonna have all my values. So again, I could come in here and be like DND.

Duration or count I could do count. I’ll do that one. Customize. Okay, what’s the reason code?

Again, be right back. Or that a busy state. Or in a call, you can see all those different Teams durations that you can add to the reports.

Now again, this client. Can notify you of other details. Oh, I’m still in that.

Bridge. Let me go ahead and end that so I can, will cancel. I’ll drop off of that.

Now you can see I’m instantly in an available state. Okay, so very straightforward. But maybe you click off of this.

Much like I just did. I’m in my calendar. And then I minimize my Teams client.

Okay, and I’m in my other interfaces. When a call comes in, that can notify you.

Of that call using those pop-ups and alerting triggers. Okay, and so I can just pop up in that agent queue.

Okay, over here within Teams.

Okay, so you can get those real-time alerts and triggers. There it was alerting me.

It was ringing me on mine. Again, if agents miss a call, you can auto log them out.

I’ll re-enable the skills so I can take all those different calls and messages.

Okay, if you want to take web chats. Or emails. Same thing applies. Now one thing I want to show I’ll go and someone was testing that with the SMS.

If you haven’t been using SMS, we’ve added a new feature where agents can see.

The different history. So that way if it routes to a different agent, you can see that here.

So. Perfect. What is included?

Okay, so here I got a message that routed to me. I’m gonna go ahead and accept that.

And they’re like, they want to know what’s included. Included about what? I’m not sure what’s going on here.

You have this load history. Maybe they text in with a different agent yesterday. And so if I want to see that history, I can load that.

It will show up to the last year. Those different messages. So, okay, looks like they were asking about our new essentials license.

Okay, what’s your question? They want to know when it’s available. Perfect, what’s included?

Well, MS Teams. Integration, CRM, and EHR integration. And IVR.

Coming soon. Okay, so you can chat those different messages and that works the same with the webchat as well.

So if I wanted to chat with the agent. And I wanted to see that different history of what was said previously, so I’ll just put in a little chat example here.

Bob@email.com. Submit, that’ll present over to the agents. I can accept that as an agent.

Okay, there’s my, I can auto respond maybe while I’m waiting for them to respond.

I want to see what that history had. So I can load the history and see, okay, when has demo Bob chatted in previously and oh, it looks like they talked to Spencer and then this Teams user that I’m using here for the demo, I want to say are you still there?

And we recently updated our webchat interface. If you haven’t seen it this is the new look and feel of our webchat interface. Kind of has a modern fresh look and feel you can customize the color scheme.

Technically with our API you can customize everything about the webchat. You can put in your logos, you can show the agent image if you want to.

It just loads on your website and you can decide what do you do with that web chat if no agents are available.

It’s after hours. Well, you could say, hey, no one’s available. Offer us an email.

And we can route that email again to agents. Same thing with voicemail, the email, which is a really powerful thing if you’ve ever wanted a report on our voicemails handled.

Do voicemail to email and route that in. As a channel.

Okay, so I think I’ve touched on all the different things within Microsoft Teams with one exception.

This is the agent interface, technically you can log in to the admin interface in this portal as well.

So if you don’t want to access it via webpage and you’d like to log in to Teams.

As an admin in this interface. This same interface can show up inside of Teams as well. So supervisors can have their admin and dashboards, their real-time displays displayed with inside of Teams as well, kind of like what I was doing with that agent client.

But it would get rid of the agent information, they just have their full wallboard. They can access cradle to grave inside of Microsoft Teams and see all the different interactions.

They can have access to the different recordings over here on the right. You can click download play. If forward, email, whatever you need to do with those recordings, you wanted to look at the different communications of chat.

And SMS, you can see that history.

I’ve showed you that bi-directional presence and again, why that matters.

Let me just show you again one of those other solutions. I have a ringcentral phone here again.

They have their other strengths as well, but this is just one of the feedback that we got. So here I have my ringcentral phone embedded inside of Teams.

Again, very similar to Xima, right? I can access my voicemails, which is cool.

I can access my recordings. But if I go to click and I want to make a call. What this does is when I click on that phone icon, You’ll see here it actually still pops.

The ringcentral phone. It’s not embedded inside there, so you’re still kind of managing.

2 different applications, which again, for some, that’s fine. Don’t mind as long as it pops for me.

But you’ll notice I’m now on that call, but inside of Teams, It still thinks I’m free.

It doesn’t show that. So it’s not pushing those statuses back and forth. Again, they may they may update that here.

Someday just to begin, becomes a priority based off of their customers feedback. We wanted to address that.

That’s 1 of the things we wanted to prioritize and a lot of our customers were. Talking to us about is ensuring that.

If I make an outbound call like I just did, I don’t get presented a contact center call.

Okay, so just something to be aware of or internal chats and get flooded by my boss saying like, hey, are you free?

And I’m like, no, I’m on a call. And he’s like, no, you’re not.

Looks like you’re available. You avoid all those different things. Again, just wanted to show that different example and why we did what we did.

Okay, so with that, let’s go ahead. My chat still active there, IVR, but we’ll go ahead and minimize that.

Go back to the question and answers and see what what we can answer.

We had an anonymous attendee. Can Xima replace our phone system and use Xima for phone system and Seacast and Teams.

Yes, Xima does have a so whole solution for customers that want that. Single vendor for for everything.

Yes, we have that and the full Xima solution as well. Just so you can see that can also present calls to this client as well.

So they have that phone icon in there as well. So you have a lot of different options there.

That’s an anonymous attendee. Which totally fine. Of, please feel free to reach out to our team.

Cause we’re not gonna know who asked that question. Would you want to learn more?

All right, next question from Greg. Does Xima have wrap up time? Yes, we do.

Yeah, and when you get on that call, And I can go show this here real quickly again. Cause it just takes a quick second to show this so you can see that.

When a call comes in and you as the customer get to Customize that wrap-up time.

So you can, oh, we’ll let that come over here.

Let me get my sign on here.

Will go like this.

Okay, so here again I’ve turned off my single sign on if you ever wanted to see it in the.

Admin interface. But let me just show that here real quickly and also to show. That you can customize.

The wallboards. We’ll let that log in here. Oh, there I am and as an admin.

Oh, that’s cause I Logged in as a different user, so let me log out here.

Sorry. All sorts of errors at the end here. Plus 2. I don’t want to log in as an admin.

I want as an agent.

There we go.

There again, you can see if your license for that CRM integration license.

Calling cats for healthcare. Okay, so again addressing the wrap-up time. You get to address that when a call comes into the queue.

There I can see I have a call in tier one. I make myself available.

I’ll go ahead and answer that call. And now I’m on that call. When I end it or when an agent ends that call, It’ll place them in that after call work timer.

Our default is 30 seconds. You can also allow agents to request more time. And you could put a cap on it so there my boss has given me up to a minute of additional wrap-up time.

And then, but I don’t have to sit there. We’re tracking that. We’re reporting on that.

So agents can. Finish that earlier and say, oh, I’m done now. And, and take the next call.

Yes. Erica asked the question. This product assumes we answer calls through a cloud based platform.

We currently have a hard wired phone system. Yeah. So This is a cloud-based product. This can work with on-premise phone systems.

We have an SBC offering that we can connect, but your agents if you will. This is again designed for contact centers and agents.

They would then start using this for those call activities. Okay, but then you can keep that on premise phone system as well and then the calls that need to go to the contact center would route in essence out a SIP trunk to our SBC over to the contact center and you still maintain that in our office dialing.

So if I take a call here in this soft phone and I need to transfer it over to someone on a hardwired phone back on the system, I’d still enter their 3 or 4 digit extension number that’s going to go from our SBC.

Down to your phone system, whatever that system may be.

All right, does the teams integration have any functionality for companies who do not use a soft phone system and simply use messaging and meetings function of MS Teams.

I use the physical phone for calls. Yes, Sarah, again, kind of the same answer there. They would have to start using this as the agent interface or actually for Erica and Sarah.

We do also have a digital only license. So if your organization is interested in oh I’d like to start offering web chat to our customers or SMS.

This could be used. It doesn’t really tie to the phone. But again, they can still enter those different reason codes when they’re not available for chats or SMS functionality or as well as email routing, email routing.

It could be personal emails. It’s not usually typically used for that. It’s more of those group distributions.

So like sales at . Dot com or whatever your general emails are or if you have a contact us page.

Usually that comes across as an email if you’ve ever wanted reporting and visibility to how those are being handled.

That’s a great option is there. So you could look at the digital only option or again that SBC option, but again those people that you want to have that visibility and tracking up they would start using this as their softphone.

But again, the great thing is is if they’re already using Teams, it’s a pretty quick adoption rate, because it’s all living in the same interface.

Yeah, so what is the Chronicle requirement to have access to this feature? Unfortunately, Becky, this feature is not available within Chronicle on that on-prem system.

This is only available in our cloud-based product. If you want to learn more about all of our different cloud based products, again, that can work with that whatever phone system you have on Prem, Avaya, Mitel, or Cisco.

You’re using that SBC option or we do have a cloud UC system that really gives a lot of the same feature functionality that your phone system has, but then combines the power of Chronicle in that cloud based system as well.

We have multiple, we have Xima, multiple, multimedia feature using the dashboard in Xima.

Will this take place instead of the Xima dashboard or will it need both the embedded Kline and dashboard client?

This would eliminate when I’m assuming you’re saying the dashboard. Client, I’m assuming that’s the agent dashboard license, which we also refer to as agent, Xima desktop as well.

This would in essence replace it again. If you’re using that dashboard client, that was on Prem Chronicle.

This is moving that experience. To the cloud. And if you’re using our on-prem product, as you probably saw here today, our cloud-based product does have a lot more features available than our on-premise solution.

Over the past few years, we’ve enhanced that development within the cloud. You don’t have to have any servers or anything on prem.

But it can still. Integrate with your on-premise phone system. So it’s just kind of an upgrade or.

Change up applications from a Xima perspective.

And again, a lot of great questions, lot of existing Chronicle customers. If you want to understand what that migration or path looks like, get with your Xima channel account manager.

Our team will be reaching out to everybody as well just to see if you have any questions. Connect with them.

Be happy to get on a call and discuss all this in greater detail. What does the EHR integration entail?

Yeah, great question. Kenneth, really, it depends on your EHR system. We integrate with about 75 different EHR EMR platforms.

What it entails is we have the ability, again, it varies from EHR to EHR.

To pull in information. Into our agent. So when I took that call, it showed John Florence client ID.

So that was showing the my name based off of my phone number that’s in the EHR system, client ID.

So that was showing the my name based off of my phone number that’s in the EHR system plus my patient ID But there’s a lot of other values that we can pull in.

Like if you want to show, you know, when’s their next appointment or hey, this person’s, you know, required for an appointment reminder or, you know, this person has a prescription.

Refilled. Again, it varies from EHR to HR. So I would suggest connecting with your Xima camp.

Let him know what EHR integration you have or not integration,