The caller isn’t recognised
The person answering can’t greet the patient by name; information is asked from scratch.
Phone System Integration
Clinic phone system integration: greet callers knowing who they are.
Connect your phone system and call centre to Clineo. Recognise the calling patient, link the call to their record and speed up communication.
Know who’s calling
When the phone rings, let the patient be clear.
With phone system integration the calling number matches the patient; see who’s calling on your screen and link the call to the right record.
Familiar problems
Who’s calling when the phone rings?
When the call centre and clinic panel work separately, patient information is looked up from scratch on every call.
The conversation isn’t recorded
What was discussed leaves no trace on the patient card.
Time goes on searching
The answer to who’s calling and why is found by hand every time.
What changes
Before and after.
Once your phone system is connected, this is what changes:
Today
The calling number is anonymous
The patient has to introduce themselves from scratch.
With Clineo
Number matching — The caller's number is matched to the patient; you see who is calling on the Clineo screen.
Today
The call is disconnected from the record
What was discussed leaves no trace.
With Clineo
Call linked to the record — The call is added to the patient's communication log automatically.
Today
Information is looked up every time
Slow greeting.
With Clineo
Greeting with context — The pop-up shows the patient's name, balance and next appointment; one tap opens their record.
Why Clineo
Connect the phone to your system.
The phone integration works with a cloud phone system that reports incoming calls.
Recognise the caller
The number matches the patient; see who’s calling.
Quick greeting
Greet the patient by name and with their history.
Call record
Link the conversation to the relevant record.
Part of the flow
Let calls merge with appointments and the patient card.
Save time
Who’s calling and why — see it instantly.
Phone system connection
Works with your phone system if it sends notifications to a web address.
How it works
The phone system in four steps.
The phone integration works with a cloud phone system that reports incoming calls.
Connect the phone system
Integrate the call system.
The number matches
The caller is linked to the patient.
It appears on screen
See instantly who’s calling.
Link to the record
Add the call to the patient record.
Note: You need a cloud phone system that can send the caller's number to a web address (webhook) on incoming calls, e.g. Verimor, Netgsm Santral, Alo-Tech or 3CX. The call pop-up appears while Clineo is open (in the browser or the app); the patient's name is not shown on the phone's own call screen.
Works together with
Which modules does it connect with?
It works together with these modules:
Patient Files and Media
the caller's record opens with one tap
Calendar Management
the caller's next appointment appears in the pop-up
Online Booking
reduces phone traffic from the start
Appointment Reminders
reduces the need to call in the first place
Dedicated Account Manager
we’ll decide the setup scope together
AI assistant
Neo opens the card quickly.
There's also a way to cut phone traffic from the start: online booking and reminders reduce the need to call in the first place. And Neo speeds up your greeting with commands like "Ayşe Yılmaz'ın kartını aç" (open Ayşe Yılmaz's card).
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
In Clineo, go to İletişim (Communication) → Kanallar (Channels), tick “Arayan kimliğini aç” (enable caller ID) in the “Santral / arayan kimliği” section and save; paste the generated address into your phone system's incoming-call notification setting. Not sure your system is compatible? We will check it with you.
Works well with
These may also help you.
All integrations
The systems Clineo connects to, and the ones it does not, on a single page.
FAQ
Frequently asked questions about Phone System Integration
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoCan this feature be used right now?
Yes, since 27 September 2026. Once your phone system is connected, an incoming call opens the patient's name, balance and next appointment on the Clineo screen.
What infrastructure is needed?
A cloud phone system that can send the caller's number to a web address on incoming calls is enough. We check your current system's compatibility with you before setup.
How can I reduce phone load today?
With Online Booking, patients leave their own request; with Appointment Reminders and Appointment Verification, your team gets confirmation without calling.
Which enterprise features can I use today?
API Access, Zapier & Make, IP Restriction, Custom Education Media, a Dedicated Account Manager and Custom Reports are available today in the Clineo Enterprise plan.
Is my existing phone system compatible?
If your system can send the number to a web address (webhook) on incoming calls, it is compatible. If you are not sure, we check it together before setup.
Are calls recorded?
No. Clineo matches the caller's number to the patient and adds the call to the patient's communication log. No audio is recorded; that is a separate matter of regulation and consent.
Ready when you are
Connect the phone to your system.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.